Tax Manager, Private Client Advisors

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...