Tax Manager – Fully Remote!

San Diego, California

Work Arrangement: Remote

We are working with a notable wealth management firm, and they are looking to bring on a Tax Manager to their growing team!

Must experience working with HNW or UHNW Individuals.

You will play a vital part to the growth and development for a team of Senior Tax Associates and Tax Associates while continuing to build upon your tax experience.

Interested to learn more? Apply today! 

Who You Are:

  • Bachelor’s degree in Accounting or related field
  • 5+ years of tax experience working with HNW and/or UHNW Clients
  • CPA is required
  • Ability to communicate effectively to clients and advisors while working cross-functionally with different managers and executives 
  • Showcase strong management skills in order to develop and train senior and associate level employees 

What You’ll Do:

  • Mentoring responsibility for a team of Senior Tax Associates, Tax Associates, and/or Tax Assistants in the local office or region, as assigned

  • Prepare, review and sign tax returns for high-net-worth individuals, trusts, and businesses

  • Perform tax research while creating quarterly estimates and projections

  • Responsible for timely and accurate response to tax questions, estimates, projections, and analysis with both tax and wealth management clients

  • Work with tax staff to respond to tax notices and initial preparation of corresponding letters.

Why Work Here?

  • Great Work-Life Balance: Enjoy life outside of work! Join a company that values time away from your desk!

  • Collaborative Culture: Growth and development is of top priority! You’ll be a part of a supportive team working together to grow personally and professionally.

What does this position pay?
Compensation is determined by several factors which may include skillset, experience level, and geographic location.

The expected range for this role is $115,000 to $140,000 per year. Please note this range is an estimate and actual pay may vary based on qualifications and experience.

Now What?
Please send your resume to Adrianna at if you are interested in learning more!


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