Tax Manager - Private Wealth (NorCal Tax)
Core
Deliver tax compliance and business advisory services to high-net-worth individuals, multi-generational affluent families, family offices, and their private businesses/investment entities.
Role type
Senior IC Tax Manager (Private Wealth)
Builds
Tax returns, proactive tax planning, and strategic consulting for private clients
Domain
Professional Services / Tax / Private Wealth
Required skills
Complex tax return preparation, tax planning, estate/gift/charitable planning, mentoring, client relationship management, project management
Preferred skills
Private Wealth/Private Client Services experience, Master's or advanced degree
Technologies
Microsoft Suite
Responsibilities
Perform complex individual, partnership, S-corp, trust, estate, gift, and state tax returns; Provide proactive tax planning and strategic consulting; Mentor and coach team members; Build strong relationships with clients and internal teams
Seniority
Manager, supervisory & client advisory