Sensiba

Accounting, tax, and consulting for growth

Tax Manager - High Net Worth Individuals

Tax AccountingUpdated on Nov 13

Full-timeSan Jose, CA, USA$113.4k - $169.4k /yrRemote

About the Job

Requirements

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 and 706.
Experience and knowledge in the interplay of income tax (Forms 1040, 1041, and 1065) and estate tax (Forms 709 and 706).
Proficiency in tax preparation software and financial analysis tools.
Ability to provide tax planning and review complex income tax returns.
Ability to stay current on legislation and understand how tax laws impact particular industries to provide client guidance and solutions.
Experience representing clients in tax audits.
In-depth understanding of tax rules in areas of specialization.
Leadership skills to mentor and develop team members.
Strong written and verbal communication skills for effective client interaction and team collaboration.
Ability to build relationships and interact with clients to provide planning, compliance, and consulting services.
Ability to prioritize tasks, manage deadlines, and maintain quality standards in a fast-paced environment.
Bachelor's degree in accounting or a related field.
CPA or EA license.
7–8+ years of experience preparing and reviewing tax returns.

Responsibilities

Manage tax compliance, planning, and consulting services for high-net-worth 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.
Develop solutions for complex tax issues using a deep understanding of tax laws and regulations.
Implement and maintain quality control procedures throughout all stages of client engagements.
Identify process improvements and take proactive steps to address operational inefficiencies.
Ensure adherence to professional 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, supporting their professional growth and development.
Collaborate with partners and senior managers on complex tax matters and firm initiatives.

Desired Qualifications

Master's degree in accounting, tax, or a related field.

The Tax Manager - High Net Worth Individuals 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.

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.

Bachelor's degree in accounting or related field is required.
CPA or EA license is required.
7-8+ years of experience preparing and reviewing tax returns required.
Master's degree in accounting, tax, or related field is preferred.
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 professional 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.

About the Company

Sensiba

Accounting, tax, and consulting for growth

Sensiba provides accounting, tax, and consulting services to businesses and individuals. It helps clients solve problems, navigate complexity, and build a foundation for sustainable growth through collaborative work that focuses on efficiency, risk mitigation, and readiness for opportunities. As a top-100 U.S. firm and a certified B Corp, Sensiba differentiates itself with a culture that aims to help people, families, and communities thrive. Its goal is to support clients in achieving growth and stability while upholding social and environmental responsibilities.

Company size: 201-500
Company stage: Not listed
Total funding: Not listed
Headquarters: San Jose, CA
Founded: 1977

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