Talent.com
Tax Manager - High Net Worth / Estates & Trusts

Tax Manager - High Net Worth / Estates & Trusts

Sensiba LLPSan Ramon, CA, United States
job_description.job_card.variable_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

At Sensiba, we're more than just a Top 75 Accounting Firm - we're a purpose-driven organization committed to making a meaningful impact for our clients, our people, and our communities. Recognized as a Top Workplace USA, we're proud of our culture of exceptional employee engagement, collaboration, and continuous growth.

We help clients solve problems, navigate complexity, and build a foundation for sustainable success. Whether supporting fast-growing startups or established enterprises, we bring deep expertise and a people-first approach to every engagement.

In 2018, Sensiba became a certified B Corporation (B Corp) - a designation that reflects our commitment to using business as a force for good. This certification holds us accountable to high standards of social and environmental performance, transparency, and ethical governance. It's not just a badge - it's a reflection of how we operate, make decisions, and support our stakeholders.

Summary :

The Tax Manager - High Net Worth / Estates & Trusts role is a pivotal leadership position within the firm, offering the opportunity to oversee and manage a diverse portfolio of tax engagements. The Tax Manager will be responsible for leading a team of tax professionals, ensuring timely and accurate completion of tax returns, and providing strategic tax planning advice to clients. With a focus on client service excellence, this role will cultivate and maintain strong client relationships, working with the partner in delivering planning opportunities and tax solutions to clients. Additionally, they will play a key role in business development initiatives, identifying new opportunities for growth and expanding our client base.

Job Responsibilities :

  • Manage tax compliance, planning, and consulting services for HNW individuals, families, estates, and trusts.
  • Manage and review complex tax returns, including corporate, partnership, individual, gift, estate, and trust tax filings.
  • Conduct tax research and stay up to date with federal, state, and local tax laws.
  • Devise innovative solutions for complex tax issues, leveraging deep understanding of tax laws and regulations.
  • Implement and maintain rigorous quality control procedures throughout all stages of client engagements.
  • Identify areas for improvement in firm processes and take proactive steps to address operational inefficiencies.
  • Ensure adherence to professsional standards with existing clients to deepen engagement and drive additional business opportunities.
  • Expand the firm's client base by networking within the business community and leveraging personal and professional connections.
  • Mentor, train, and develop junior team members, fostering their professional growth and development.
  • Collaborate with partners and senior managers on complex tax matters and firm initiatives.
  • Qualifications :

  • Bachelor's Degree in accounting or related field is required.
  • Master's degree in accounting, tax or related field is preferred.
  • CPA or EA license is required.
  • 7-8+ years of experience preparing and reviewing tax returns required.
  • Strong tax technical knowledge, including analytical research, critical thinking, and decision-making skills.
  • Experience in gift and estate planning involving trusts and preparation or review of forms 709 & 706.
  • Experience and knowledge in interplay of income tax (1040, 1041, 1065) and estate tax (709 & 706).
  • Proficiency in tax preparation software and financial analysis tools.
  • Ability to provide innovative tax planning and review complex income tax returns.
  • Stay current on legislation and related issues and has an understanding of how tax laws impact particular industries to provide client guidance and solutions.
  • Experience in representing client in tax audits.
  • Display in-depth understanding of the tax rules in area(s) of specialization.
  • Leadership skills to mentor and develop team members.
  • Strong communication skills, both written and verbal, for effective client interaction and team collaboration.
  • Ability to build relationships and interact with clients to provide excellent planning, compliance and consulting services.
  • Ability to prioritize tasks, manage deadlines, and maintain high-quality standards while working in a fast-paced environment.
  • Compensation :

    This role offers a competitive base salary along with a comprehensive benefits package. Salary ranges for U.S.-based positions are determined by geographic location and fall into one of three pay zones, which reflect the cost of labor in that area. The anticipated salary ranges for this position are outlined below and are subject to change :

  • $86,232 - $176,792
  • When determining compensation, we consider a variety of factors such as a candidate's professional experience, skills, and qualifications. Please note that final offer amounts may vary from the ranges listed above and may be adjusted over time.

    Benefits :

    There are many reasons to join the Sensiba team : generous benefits, competitive compensation, professional advancement opportunities, and above all - our people. If you're looking for an environment that offers you growth, success, and professionalism without compromising your family, passions, and life outside of work, apply today!

    Sensiba has a robust offering of benefits, including :

  • Comprehensive Health Coverage - Medical, dental, and vision.
  • Retirement & Financial Planning Support - 401(k) with match, financial wellness programs.
  • Generous Paid Time Off - Vacation, sick time, holidays, and volunteer days.
  • Flexible Work Arrangements - Hybrid or remote options, flexible hours.
  • P erformance- Based Bonus - Recognition for your contributions through discretionary bonuses.
  • Professional Development Opportunities - Tuition reimbursement, certifications, mentorship.
  • Career Growth & Internal Mobility - Clear paths for advancement and role transitions.
  • Inclusive & Supportive Culture - DEI initiatives, employee resource groups, wellness programs.
  • At Sensiba, we believe that diversity drives innovation. We provide equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics. In addition to federal law requirements, Sensiba complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

    Sensiba expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Sensiba employees to perform their job duties may result in discipline up to and including discharge.

    serp_jobs.job_alerts.create_a_job

    Tax Manager • San Ramon, CA, United States

    Job_description.internal_linking.related_jobs
    • serp_jobs.job_card.promoted
    Tax Manager

    Tax Manager

    CyberCodersMountain View, CA, US
    serp_jobs.job_card.full_time
    Hybrid in Mountain View, CA or Austin, TX (2-3 Days in office).Active CPA license, must have 5-8+ Years of Public Accounting Experience / Family Office Experience, 1-2+ Years of Tax Management Experi...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Senior Tax Manager - High- Net Worth

    Senior Tax Manager - High- Net Worth

    The Agency RecruitingSan Francisco, CA, United States
    serp_jobs.job_card.full_time
    High Net Worth Tax Senior Manager.Looking to work at a firm that encourages a work life balance and a path to Partner?.We are a successful practice that specializes in working with : .The focus of ou...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Senior Tax Manager - Ultra High Net Worth Practice, SJ or SF locations

    Senior Tax Manager - Ultra High Net Worth Practice, SJ or SF locations

    Frank, Rimerman + Co.San Francisco, CA, US
    serp_jobs.job_card.full_time
    Join the Frank, Rimerman family - consistently recognized as a top firm by organizations such as Vault, SF Business Times / Silicon Valley Business Journal, and Inside Public Accounting!.We look forw...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Tax Manager - Ultra High Net Worth Practice - San Jose or San Francisco locations

    Tax Manager - Ultra High Net Worth Practice - San Jose or San Francisco locations

    Frank, Rimerman + Co.San Francisco, CA, US
    serp_jobs.job_card.full_time
    Frank, Rimerman Job Opportunity.Join the Frank, Rimerman family - consistently recognized as a top firm by organizations such as Vault, SF Business Times / Silicon Valley Business Journal, and Inside...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Senior Tax Manager, Indirect Tax

    Senior Tax Manager, Indirect Tax

    CadenceSan Jose, CA, US
    serp_jobs.job_card.full_time
    At Cadence, We Hire And Develop Leaders And Innovators Who Want To Make An Impact On The World Of Technology.In this role, the person will report to the Vice President of Corporate Tax.Responsibili...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Tax Manager - Ultra High Net Worth Individual Practice - San Jose or San Francisco

    Tax Manager - Ultra High Net Worth Individual Practice - San Jose or San Francisco

    Frank, Rimerman + Co. LLPSan Jose, CA, United States
    serp_jobs.job_card.full_time
    Join the Frank, Rimerman family - consistently recognized as a top firm by organizations such as Vault, SF Business Times / Silicon Valley Business Journal, and Inside Public Accounting!.We look forw...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Tax Manager

    Tax Manager

    Meta PlatformsMenlo Park, CA, US
    serp_jobs.job_card.full_time
    Meta is seeking an experienced tax professional with advanced tax technical and operational expertise.In this position, you will be part of the Tax team that supports the Company's tax provision, f...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
    • serp_jobs.job_card.promoted
    Tax Manager - Partnerships

    Tax Manager - Partnerships

    Moss Adams LLPSan Francisco, CA, United States
    serp_jobs.job_card.full_time
    Job Description - Tax Manager - Partnerships (28306).At Moss Adams, we champion authenticity.For us, that means fostering a culture of talented people who care—about you, about our clients, and abo...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Senior Tax Manager

    Senior Tax Manager

    Kinsley Power SystemsSan Jose, CA, United States
    serp_jobs.job_card.full_time
    Fiery LLC is the leading provider of Digital Front Ends (DFEs) and workflow solutions for the growing industrial and graphic arts print industries. Fiery is leading the transformation from analog to...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Tax Senior Manager

    Tax Senior Manager

    SingerLewakSan Jose, CA, United States
    serp_jobs.job_card.full_time
    SingerLewak is a Top 100 accounting and consulting firm in the west region.Serving clients since 1959, SingerLewak has developed a reputation for excellence and expertise in the accounting and mana...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Tax Manager

    Tax Manager

    RokuSan Jose, CA, US
    serp_jobs.job_card.full_time
    Teamwork makes the stream work.Roku is changing how the world watches TV.Roku is the #1 TV streaming platform in the U.Canada, and Mexico, and we've set our sights on powering every television in t...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    High Net Worth Tax Principal

    High Net Worth Tax Principal

    Baker TillySan Francisco, CA, US
    serp_jobs.job_card.full_time
    Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U. New York, London, San Francisco, Los Angele...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Tax Manager

    Tax Manager

    SingerLewakSan Jose, CA, US
    serp_jobs.job_card.full_time
    SingerLewak is a top 100 accounting and consulting firm in the west region.Serving clients since 1959, SingerLewak has developed a reputation for excellence and expertise in the accounting and mana...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Tax Manager - High Net Worth / Estates & Trusts

    Tax Manager - High Net Worth / Estates & Trusts

    Sensiba LLPPleasanton, CA, United States
    serp_jobs.job_card.full_time
    At Sensiba, we're more than just a Top 75 Accounting Firm - we're a purpose-driven organization committed to making a meaningful impact for our clients, our people, and our communities.Recognized a...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Tax Manager (hybrid remote)

    Tax Manager (hybrid remote)

    JobotOakland, CA, US
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time
    Tax Manager | Hybrid Remote| Join a well-established and growing Bay Area firm!.This Jobot Job is hosted by : Andrew Kraig. Are you a fit? Easy Apply now by clicking the "Apply Now" buttona...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Tax Manager - Tax Senior Manager

    Tax Manager - Tax Senior Manager

    Regal Executive SearchSan Francisco, CA, United States
    serp_jobs.job_card.full_time
    Graduate of Bachelor’s degree in Accounting;.Preferably a Certified Public Accountant (CPA) or Chartered Accountant (CA). .At least 3 to 8 years of experience as Tax Assistant Manager or Manager;.Ha...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Senior Tax Manager - Tax Principal

    Senior Tax Manager - Tax Principal

    Regal Executive SearchWalnut Creek, CA, United States
    serp_jobs.job_card.full_time
    Senior Tax Manager - Tax Principal.Maria Lane Suite 360 Walnut Creek, CA 94596, US.Manage the timely delivery of federal and state compliance filings for REITs, complex tiered partnership structure...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Tax Manager (SALT)

    Tax Manager (SALT)

    Vaco by HighspringMountain View, CA, US
    serp_jobs.job_card.permanent
    Head of State & Local Tax (SALT).Global Technology / Consumer Software Industry.Competitive base salary + bonus + equity. San Diego or Mountain View offices.Our client, a global technology company, ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
    • serp_jobs.job_card.promoted
    Tax Manager

    Tax Manager

    LyftSan Francisco, CA, US
    serp_jobs.job_card.full_time
    At Lyft, our purpose is to serve and connect.We aim to achieve this by cultivating a work environment where all team members belong and have the opportunity to thrive. Lyft is looking for a skilled ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Tax Manager

    Tax Manager

    RPMGlobalSan Francisco, CA, United States
    serp_jobs.job_card.full_time
    At Novogradac, we value individuals who bring unique perspectives and bold ideas.If you’re eager to contribute to an inclusive, innovative environment where your personal and professional growth is...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30