Job Description
Title: Tax Manager, Private Client Services
Location: San Ramon/San Jose CA
Salary: $120,000 – $166,000
Overview: Accounting and consulting firm is seeking a Tax Manager to join its Private Client Services practice. This role is responsible for managing tax compliance and advisory engagements for high-net-worth individuals and their closely held businesses, supporting business development, and coaching the next generation of tax professionals — within a firm that prioritizes career growth, flexibility, and a collaborative work environment.
Key Responsibilities
- Review and coordinate preparation of tax returns for high-net-worth individuals, including personal income tax, closely held businesses, trusts, estates, and gift tax returns
- Advise clients on a full spectrum of tax services including planning, research, compliance, allocations, and trans...