Senior Tax Manager

Tax Alchemy

. Serve as the primary technical advisor to high-net-worth individuals, families and their related entities .

Posted 10/27/2026full-timeRemote • California • United StatesSenior💰 $145,000 - $170,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in tax planning and compliance for high-net-worth individuals, with a strong focus on managing complex returns and leading tax preparation teams. Proficient in utilizing technology to enhance workflow efficiency and accuracy while providing exceptional client service.

Highest-signal resume keywords

Active CPA License8+ Years Tax ExperienceComplex Return PreparationManagement of Offshore TeamsTax Planning Strategies

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax Return PreparationTax ComplianceTax Audits ManagementFinancial ProjectionsWorkflow EvaluationTraining DevelopmentPerformance ManagementMultistate FilingsGift and Estate Tax FilingsTrust Tax Planning

Soft Skills

MentoringCollaborationCommunicationClient ServiceLeadership

Tools & Technologies

UltraTaxG-SuiteCRM PlatformsTax Workflow Software

Certifications & Qualifications

CPA LicenseEnrolled Agent (EA)

Industry Keywords

High-Net-Worth IndividualsTax PlanningFinancial AdvisoryConsulting ServicesAccounting

About the role

Key responsibilities & impact

Serve as the primary technical advisor to high-net-worth individuals, families and their related entities
Review and manage complex returns involving multiple pass-through entities, trusts, multistate filings and significant investment activity
Oversee gift and estate tax filings and coordinate with clients' attorneys, wealth managers and other advisors
Provide proactive tax planning and projections to minimize liability and support long-term financial goals
Directly manage and mentor internal tax preparation professionals
Oversee workflow, performance and training of offshore tax preparation teams
Prepare and file complex individual, partnership, corporate and trust tax returns
Manage and review federal, state and local returns
Review complex returns and workpapers for accuracy, completeness and compliance
Serve as the final point of review and technical resource on complex tax issues
Manage tax audits, inquiries and correspondence with tax authorities
Evaluate workflows and improve efficiency and accuracy through technology and automation
Create training materials and lead sessions on new workflows and software
Act as technical liaison between clients, tax authorities and internal teams
Collaborate with other departments to provide holistic, coordinated client service

Requirements

What you’ll need

Active CPA license, Enrolled Agent (EA) credential, or both (required)
8+ years of progressive tax experience, including at least 3 years in a management or supervisory role
Demonstrated experience preparing and reviewing complex returns for high-net-worth clients
Bachelor's degree in Accounting, Finance, Taxation or a related field
Proven experience managing or coordinating with offshore teams
Strong knowledge of individual, trust and business tax planning strategies
Familiarity with tax, workflow and communication software (e.g., UltraTax, G-Suite, CRM platforms)
Ability to travel occasionally if needed
Experience in accounting, financial advisory and/or consulting services

Benefits

Comp & perks

Fully remote work
Medical, dental, vision, life and voluntary life insurance
401(k) with company match
Unlimited Paid vacation
Paid Sick Days
Paid holidays
Continuing education support
Team-building events