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
Proactive tax planning and strategic consulting solutions for private client engagements
Domain
US Tax Law & Private Wealth Advisory
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Complex tax return preparation, Estate/Gift/Charitable planning, Client advisory, Team mentoring, Technical tax research, Project management
Preferred skills
Private Wealth/Client Services experience, Entrepreneurial networking
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; Maintain technical competence on tax trends and authorities
Seniority
Manager, hands-on IC with supervisory duties