Tax Manager, Private Client Advisors

Title: Tax Manager, Private Client Services 

Location: San Ramon/San Jose CA

Salary: $120,000 – $166,000

Overview: Accounting and consulting firm is seeking a Tax Manager to join its Private Client Services practice. This role is responsible for managing tax compliance and advisory engagements for high-net-worth individuals and their closely held businesses, supporting business development, and coaching the next generation of tax professionals — within a firm that prioritizes career growth, flexibility, and a collaborative work environment.

Key Responsibilities

• Review and coordinate preparation of tax returns for high-net-worth individuals, including personal income tax, closely held businesses, trusts, estates, and gift tax returns
• Advise clients on a full spectrum of tax services including planning, research, compliance, allocations, and transactional activities
• Conduct or review high-level research on complex and emerging tax issues; prepare supporting memorandums
• Review and confirm assignment objectives, scope, and work plans with clients
• Ensure appropriate resource assignment across engagement roles
• Analyze billing and assist with accounts receivable collections
• Assist with new business development, extended services, and tax issue recognition for existing clients
• Seek regular client feedback on assignment progress and overall performance
• Coach and mentor staff and seniors on client engagements and career development
• Consult with high-net-worth clients and their advisors on income tax planning, trust, estate, and inheritance tax planning

Qualifications

• Bachelor's degree in Accounting, Tax, Finance, or a related discipline
• CPA, JD, or EA designation (must be qualified to practice before the IRS)
• Minimum 4 years of US tax consulting/compliance experience within public accounting
• Minimum 1 year in a managerial role involving clients and team members

Preferred

• Master's degree in Taxation

Benefits

• Medical, dental, and vision coverage
• Generous PTO and paid sick time
• Flexible work arrangements
• 401(k) with profit sharing
• Wellness program
• Generous parental leave
• 11 paid holidays