Tax Manager – High Net Worth, Estates & Trusts

🕒 July 10

🏄 California – Remote

🏄 California – Remote

💵 $113.4k - $169.4k / year

⏰ Full Time

🟠 Senior

🔴 Lead

💰 Tax

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Sensiba LLP

WebsiteLinkedInAll Job Openings

501 - 1000 employees

💼 Consulting

🏗️ Construction

🏥 Healthcare

Consulting • Construction • Healthcare

Sensiba LLP is a U. S. -based accounting and business consulting firm that provides audit & assurance, tax, consulting, governance, risk & compliance (GRC), cybersecurity assessments (including penetration testing), software advisory, and sustainability/ESG services. The firm serves mid-market and enterprise clients across industries such as technology, venture capital, real estate, construction, manufacturing, agribusiness, hospitality, and local government. As a Certified B Corporation, Sensiba emphasizes people-first culture, social and environmental impact, and technical expertise to help organizations manage risk, achieve compliance, and support sustainable growth.

📋 Description

• Oversee and manage a diverse portfolio of tax engagements. • Lead a team of tax professionals, ensuring timely and accurate completion of tax returns. • Provide strategic tax planning advice to clients. • Cultivate and maintain strong client relationships. • Work with the partner in delivering planning opportunities and tax solutions to clients. • Play a key role in business development initiatives, identifying new opportunities for growth and expanding client base.

🎯 Requirements

• Bachelor's degree in accounting or related field is required. • CPA or EA license is required. • 7-8+ years of experience preparing and reviewing tax returns required. • Master's degree in accounting, tax, or related field is preferred. • Manage tax compliance, planning, and consulting services for HNW individuals, families, estates, and trusts. • Manage and review complex tax returns, including corporate, partnership, individual, gift, estate, and trust tax filings. • Conduct tax research and stay up to date with federal, state, and local tax laws. • Devise innovative solutions for complex tax issues, leveraging deep understanding of tax laws and regulations. • Implement and maintain rigorous quality control procedures throughout all stages of client engagements. • Identify areas for improvement in firm processes and take proactive steps to address operational inefficiencies. • Ensure adherence to professional standards with existing clients to deepen engagement and drive additional business opportunities. • Expand the firm's client base by networking within the business community and leveraging personal and professional connections. • Mentor, train, and develop junior team members, fostering their professional growth and development. • Collaborate with partners and senior managers on complex tax matters and firm initiatives.

🏖️ Benefits

• Comprehensive Health Coverage – Medical, dental, and vision. • Retirement & Financial Planning Support – 401(k) with match, financial wellness programs. • Generous Paid Time Off – Vacation, sick time, holidays, parental leave and volunteer days. • Flexible Work Arrangements – Hybrid or remote options, flexible hours. • Performance-Based Bonus – Recognition for your contributions through discretionary bonuses. • Professional Development Opportunities – Tuition reimbursement, certifications, mentorship. • Career Growth & Internal Mobility – Clear paths for advancement and role transitions. • Inclusive & Supportive Culture – DEI initiatives, employee resource groups, wellness programs.