Senior Tax Manager

Title: Senior Tax ManagerType: Full-time / Perm / On-siteLocations: Portland, OR | Los Angeles, CA | Irvine, CA | Mission Viejo, CA | Walnut Creek, CA | Bellevue, WA | Seattle, WABase Salary Range: $125k - $175k/annually, depending on experience.Benefits: Medical, Vision, Dental, and Disability Insurance for employees (100% paid by the company) + 401(k) Plan + MatchOverview:Our client is a rapidly growing wealth management and tax (RIA) firm with locations all across the U.S. They are hiring several talented, experienced Senior Tax Managers/Tax Lead Advisors in different locations to join their firm's tax practice as the lead team member for tax compliance and tax planning for new and excisting firm clients.Key Responsibilities:Work directly with high net-worth individuals with assets exceeding $3M.Review and sign off on federal and state tax returns for individuals, high net-worth individuals, trusts, estates, non-profits, corporations, and partnerships.Manage existing and build new client relationships.Oversee tax planning strategies for clients and run tax projections.Prepare internal memos, written tax guidance, and correspond with IRS and state tax authorities.Support and collaborate with the advisory team on tax planning related functions.Manage workflow, budgets, and billings.Evaluate and develop processes and procedures to improve tax department efficiency.Find and onboard new clients, contributing to the growth of the firm.Qualifications & Requirements:Minimum of 5 years of public accounting experience with an extensive background in taxation, including working for a wealth management and tax (RIA) firm (preferably one of the Big 4).Must be a Certified Public Accountant (CPA) or Tax Attorney (JD).Master’s degree in Taxations is preferred.Minimum of 4 years of experience working directly with high net-worth individuals with assets exceeding $3M, trusts, estates, non-profits, corporations, and partnerships.Must have wealth management tax experience.Ability to manage multiple client engagement and projects simultaneously.Proficiency in or ability to adapt quickly to new tax software and research tools, including CCH Axcess Tax, BNA Income Tax Planner, and CCH IntelliConnect.Excellent written and verbal communication skillsStrong research and analytical skills.Willingness and desire to be part of a team.Willingness to work on-site.