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Tax Manager - Family Wealth Department

San Jose, CA 95125

Industry: Accounting / Finance Job Number: 2036

Job Description

Tax Manager - Family Wealth Department


Job Summary


Career opportunity for a tax manager with specialization in compliance and consulting services to individuals, family groups, partnerships, estates, trusts and private foundations.  Candidates will work closely with high net-worth individuals and their families, owners of closely-held businesses, executives, investors and fiduciaries.  Clientele include C-Suite executives with major corporations, serial entrepreneurs, legacy investors and professional athletes who are accustomed to responsive, individualized professional service.



  • Manages all aspects of the tax engagement (planning, review of tax returns and accounting, client relationships), demonstrating excellent project management skills. 
  • Supervises and reviews all related work of tax staff on assigned engagements. 
  • Demonstrates strong technical skills in individual income tax, estate and trust compliance, and effectively applies tax knowledge to client situations as planning opportunities. 
  • Builds client relationships through delivery of outstanding client service.
  • Provides high quality service and timely delivery, consistently exceeding client expectations.
  • Helps develop and guide staff by providing performance feedback and participates in firm wide coaching and mentoring program. 
  • Participates in and provides leadership within the firm. 



  • Demonstrated leadership skills and a strong desire to work as a key part of a Family Wealth team in furthering its goals and objectives. Opportunity for rapid advancement to principal (owner) for the right candidate
  • Proficient with complex individual income tax, fiduciary income tax, private foundation and estate and gift tax issues.  Experience in estate administration and estate/trust compliance is strongly desired.
  • Experience interacting regularly with clients' investment advisors, attorneys and family-office personnel.  
  • Bachelor's degree, Masters in Tax preferred
  • 5+ years prior CPA firm experience (tax) with expertise in HNW area
  • CPA license
  • Outstanding written and oral communication skills
  • Experience with ProSystem Tax preferred, but not required

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