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Tax Manager

Job in San Diego, San Diego County, California, 92189, USA
Listing for: Vaco
Full Time position
Listed on 2026-02-06
Job specializations:
  • Finance & Banking
    Tax Manager, Tax Accountant, Tax Advisor
Job Description & How to Apply Below

Overview

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.

Core

Responsibilities
  • 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
Qualifications
  • 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

Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.

EEO Notice:
Vaco by Highspring is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race, sex, religion, national origin, age, disability, veteran status, or any other protected characteristics as required by law.

Vaco by Highspring and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact HR at the provided address.

Privacy Notice:
Vaco by Highspring respects your privacy and is committed to providing transparent notice of our policies.

Pay Transparency Notice:
Determining compensation for this role depends upon a wide array of factors including but not limited to skill sets, experience, licensure, location, and business needs. The salary range provided is a reasonable estimate for geographies requiring disclosure; discretionary bonuses may apply.

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