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Senior Tax Manager / Tax Partner - HWNI / Private Client Services

Pasadena, CA 91105

Industry: Accounting / Finance Job Number: 1945

Job Description

Senior Tax Manager / Tax Partner - HNWI / Private Client Services


Job description


Fast growing regional public accounting firm is seeking a Senior Tax Manager / Tax Partner to grow the High Net Worth Individual Tax Practice.

The successful candidate will join a well-established firm and be well-versed in high net worth individual, trust, estate, gift and foundation tax. The individual should have strong research and technical skills.


Review returns prepared by tax staff including individual, partnership, fiduciary, trust, and gift taxes

Get involved with tax controversies and advise and counsel clients

Interact with senior partners in planning for the firm

Interact with clients throughout the year to ensure a steady relationship between the client and the firm



At least 15 years of experience

Public accounting with HNWI (high net worth individual) experience

Well-versed in high net worth individual, trust, estate, gift and foundation tax

Strong research and technical skills

CPA & MBA preferred

Software skills in Excel

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