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Tax Manager
Job in
San Diego, San Diego County, California, 92189, USA
Listed on 2026-01-30
Listing for:
Vaco by Highspring
Full Time
position Listed on 2026-01-30
Job specializations:
-
Finance & Banking
Tax Manager, Tax Advisor, Accounting & Finance, Tax Accountant
Job Description & How to Apply Below
Compensation
: $140,000 to $160,000 base plus bonus
Our client, a well established public accounting firm, is hiring a Tax Manager to support its private client practice serving high net worth individuals and families. This role combines advanced tax planning, client advisory, and team leadership with a focus on income, trust, estate, and wealth transfer strategies. The position offers the opportunity to build long term client relationships while growing within a collaborative, people focused environment that values professional development, internal career mobility, and work life balance, supported by competitive compensation and a comprehensive benefits package.
CoreResponsibilities
- Lead preparation and review of complex tax filings across individual, trust, estate, partnership, corporate, and nonprofit entities
- Evaluate personal, trust, and estate structures to identify planning opportunities and reduce tax exposure
- Advise clients on wealth transfer, estate flow, liquidity planning, and business succession strategies
- Review estate planning and legal documents to support tax and succession objectives
- Research and resolve technical tax matters related to individual, trust, and estate compliance and planning
- Oversee staff work to ensure accuracy, quality, and timely delivery
- Coach and develop tax professionals through ongoing mentorship and technical guidance
- Act as a primary client contact, proactively identifying value added solutions
- Support practice growth through referrals, proposal support, and participation in professional networking
- Bachelor s degree in Accounting or related field
- Active CPA, EA, or JD required
- 5+ years of public accounting experience with a focus on individual, fiduciary, and estate taxation
- Strong knowledge of federal tax regulations impacting high net worth individuals and families
- Experience with pass through entities and private foundations preferred
- Strong written and verbal communication skills
- Interest in client development and long term relationship building
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