Tax Manager, High Net Worth Individuals
Compensation
$113k – $169k /yr
Employment type
Full-time
Work setting
On-site
Location
San Jose, CA
Schedule
Day shift
Posted
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Job overview
The Tax Manager, High Net Worth Individuals role is listed in San Jose, California, with hybrid or remote work arrangements available according to the posting. The anticipated salary range is $113,400–$169,400 per year. The role supports Sensiba’s tax engagements and client service, planning, and compliance work for high-net-worth individuals, families, estates, and trusts.
What you'll do
- Lead a team of tax professionals and manage tax engagements
- oversee timely and accurate tax return preparation and review
- provide tax planning advice
- manage compliance, planning, and consulting for high-net-worth clients, families, estates, and trusts
- conduct tax research and monitor tax law changes
- represent clients in tax audits
- maintain quality control
- mentor team members
- collaborate with partners and senior managers
- and support client relationships and business development.
What we're looking for
- Skills & competencies
- tax managerhigh net worth individualstax planningtax compliancegift and estate planningtrustscpa or easan jose casensiba$113,400–$169,400/yearhybrid or remoteclient engagements
- Work arrangement
- Weekend coverage required
Benefits & perks
- Medical, dental, and vision coverage
- 401(k) with match
- financial wellness programs
- paid vacation, sick time, holidays, parental leave, and volunteer days
- flexible work arrangements and hours
- discretionary bonuses
- tuition reimbursement
- certifications and mentorship
- career growth and internal mobility
- wellness programs.
Why this role
Requires a bachelor’s degree in accounting or a related field, CPA or EA license, and 7–8+ years of tax return preparation and review experience. The posting lists hybrid or remote options, flexible hours, and discretionary performance-based bonuses.
About the employer
Sensiba is hiring for this role. Industry: Tax Preparation Services. Sector: 54.
Additional details
- Industry sector
- 54
- Industry
- Tax Preparation Services
- Occupation code
- 13-2011.00
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Listing ID: 4d827469-d38b-4372-a1b1-f42ab07f1cdf