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Tax Manager, High Net Worth Individuals

Sensiba · San Jose, CA · Tax team; high-net-worth individual, family, estate, and trust engagements

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 manager
high net worth individuals
tax planning
tax compliance
gift and estate planning
trusts
cpa or ea
san jose ca
sensiba
$113,400–$169,400/year
hybrid or remote
client 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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