Senior Tax Manager (UHNW) - Encino, CA (Hybrid) / California (Remote)
Are you an experienced tax professional who enjoys working with ultra-high-net-worth clients but is ready to step away from the demands of traditional public accounting? Join a nationally recognized wealth management and financial planning organization where tax is a cornerstone of the client experience. This is a highly visible individual contributor role offering sophisticated client work, strong work-life balance, and the opportunity to focus on client service rather than business development.
Who you are: 7+ years of public accounting tax experience
Extensive experience serving high-net-worth and ultra-high-net-worth (UHNW) clients
Experience reviewing and signing off on complex individual, trust, gift, partnership, and corporate tax returns
CPA or EA required
JD, MST, LLM, or similar advanced tax credential preferred
What you’ll do:
Partner directly with UHNW clients to deliver tax planning strategies, projections, and advisory services
Review and sign complex tax returns while ensuring accuracy and compliance
Analyze sophisticated tax, wealth transfer, business ownership, and philanthropic planning opportunities
Build trusted client relationships and communicate complex tax concepts in a clear, actionable manner
Why work here:
Quality over utilization: Non-billable hours environment focused on client outcomes rather than utilization targets
Individual contributor opportunity: Individual contributor role with no people-management responsibilities
UHNW specialization: Focus your practice on complex tax planning and advisory services for high-net-worth and ultra-high-net-worth clients
Client service focus: No business development or sales responsibilities
Flexible work arrangement: Hybrid schedule preferred in Encino with consideration for strong California-based remote candidates
Work-life balance: Very flexible time off and significantly less hours than traditional public accounting
What does this position pay?
Compensation is determined by several factors which may include skillset, experience level, and education. The expected range for this role is $135,000-$170,000 per year. Please note this range is an estimate and actual pay may vary based on qualifications and experience.
We actively support and promote people of various backgrounds, from race, religion, gender to geographical area, university, lifestyle, and personality type.