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MGOCPA

Accounting and advisory for diverse industries

Tax Manager – Senior Manager - High Net Worth

Tax AccountingConfirmed live in the last 24 hours
Full-timeLos Angeles, CA, USA

About the Job

Requirements

  • A bachelor's degree in Accounting, Taxation, Finance, or a related field is required.
  • A CPA license is required.
  • At least five years of public accounting experience with significant high-net-worth tax expertise is required.
  • Strong technical knowledge of individual, trust, estate, gift, partnership, and pass-through entity taxation is required.
  • Experience serving high-net-worth individuals, family offices, closely held businesses, and multi-generational family groups is required.
  • Proven leadership, client relationship management, and project management skills are required.
  • Strong analytical, organizational, and communication abilities are required.
  • The candidate must be located in the Los Angeles area to support in-office collaboration and client meetings.

Responsibilities

  • Lead and review complex tax engagements for high-net-worth and ultra-high-net-worth individuals and families.
  • Manage the preparation and review of high-net-worth individual, pass-through entity, trust, estate, and gift tax returns.
  • Provide proactive tax planning and consulting related to wealth preservation, estate and gift tax strategies, business succession planning, and income tax optimization.
  • Advise clients with complex investment portfolios, real estate holdings, private business interests, and multi-generational wealth structures.
  • Research and resolve complex federal, state, and local tax matters and assist with tax authority examinations and notices.
  • Manage multiple client engagements simultaneously while ensuring service quality and timely delivery.
  • Serve as a trusted advisor and primary relationship manager for clients and their external advisors.
  • Mentor, coach, and develop managers, seniors, and staff members.
  • Partner with firm leadership on client growth, business development, and practice expansion initiatives.

Desired Qualifications

  • A master's degree in Taxation is preferred.

About the Company

MGOCPA

Accounting and advisory for diverse industries

What MGOCPA does: It is a professional services firm that provides accounting and advisory services to a wide range of clients, including global aerospace and technology leaders, startups, nonprofits, and government entities. How its product works: The firm applies deep industry expertise to deliver services such as assurance (audits), tax, consulting, and advisory support, offering practical, data-driven solutions aimed at improving financial performance and compliance. How it differs from competitors: It is recognized as one of the top CPA firms in the nation and has won client-satisfaction awards, reflecting a combination of scale, industry focus, and a diverse, high-profile client base. What its goal is: To deliver tangible results for clients and act as a trusted advisor to help them grow, optimize finances, and navigate complex regulatory environments.

Company size
501-1,000
Company stage
Not listed
Total funding
Not listed
Headquarters
Los Angeles, CA
Founded
1987

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