Senior Tax Manager, Private Client (HNW Advisory Focus)
Senior Tax Manager, Private Client (HNW Advisory Focus) Los Angeles, CA (Remote – Pacific Time Preferred) | $180K–$210K reputed company + bonus (OTE $300K - $350K+)
Overview
We’ve partnered with a planning-focused wealth firm supporting high-net-worth and ultra-high-net-worth clients, and they’re looking to add a Senior Tax Manager to their growing team. This is a client-facing, advisory role — not a traditional compliance position. You’ll work alongside financial advisors to deliver high-impact tax strategies across reputed company client situations. What You’ll Be Doing
- reputed company tax planning strategies for HNW/UHNW individuals and families
- Advise on trust, estate, and wealth transfer planning
- Support business owners with entity structuring and liquidity events
- Review tax returns (reputed company externally) for accuracy and strategy alignment
- Partner directly with advisors on holistic planning conversations
- Translate reputed company tax concepts into clear, actionable recommendations
What They’re Looking For
- CPA required
- 10+ years of tax experience
- Background in Private Client Services (PCS), wealth management, or family office
- Experience with HNW individuals, trusts, and reputed company tax structures
- Strong interest in planning and advisory vs. compliance
- Comfortable working directly with clients and advisors
Why This Role
- True advisory-first tax role (minimal compliance work)
- Work alongside a highly collaborative wealth advisory team
- Exposure to reputed company clients, business owners, and estate strategies
- Fully remote with strong leadership visibility
- Significant reputed company (OTE $300K - $350K+)
reputed company is an equal-opportunity employer and complies with reputed company applicable federal, state, and local nondiscrimination laws. We reputed company equal employment opportunities regardless of race, reputed company, religion, sex, national reputed company, age, disability, marital status, sexual orientation, gender identity, genetic information, military/veteran status, or any other protected status. If you reputed company you have been discriminated against or have concerns about our compliance, please contact our reputed company department at [email protected] #LI-NM1 Apply tot his job Apply To this Job