Tax Manager - High Net Worth Individuals, Estates & Trusts jobs in United States
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Sensiba LLP · 10 hours ago

Tax Manager - High Net Worth Individuals, Estates & Trusts

positionUnited States
timeFull-time
remoteRemote
senioritySenior Level
money$86K/yr - $177K/yr
date7+ years exp

Sensiba LLP is a purpose-driven organization recognized as a Top Workplace USA, committed to making a meaningful impact for clients and communities. The Tax Manager - High Net Worth Individuals, Estates & Trusts will oversee a diverse portfolio of tax engagements, lead a team of tax professionals, and provide strategic tax planning advice while expanding the firm's client base.

FinanceTax Preparation
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H1B Sponsor Likelynote

Responsibilities

Manage tax compliance, planning, and consulting services for HNW individuals, families, estates, and trusts
Manage and review complex tax returns, including corporate, partnership, individual, gift, estate, and trust tax filings
Conduct tax research and stay up to date with federal, state, and local tax laws
Devise innovative solutions for complex tax issues, leveraging deep understanding of tax laws and regulations
Implement and maintain rigorous quality control procedures throughout all stages of client engagements
Identify areas for improvement in firm processes and take proactive steps to address operational inefficiencies
Ensure adherence to professional standards with existing clients to deepen engagement and drive additional business opportunities
Expand the firm's client base by networking within the business community and leveraging personal and professional connections
Mentor, train, and develop junior team members, fostering their professional growth and development
Collaborate with partners and senior managers on complex tax matters and firm initiatives

Qualification

CPAEA licenseTax compliance experienceTax planning expertiseTax preparation softwareLeadership skillsAnalytical research skillsClient relationship buildingCommunication skillsCritical thinkingMentoring skills

Required

Bachelor's degree in accounting or related field is required
Master's degree in accounting, tax, or related field is required
CPA or EA license is required
7-8+ years of experience preparing and reviewing tax returns required
Strong tax technical knowledge, including analytical research, critical thinking, and decision-making skills
Experience in gift and estate planning involving trusts and preparation or review of forms 709 & 706
Experience and knowledge in interplay of income tax (1040, 1041, 1065) and estate tax (709 & 706)
Proficiency in tax preparation software and financial analysis tools
Ability to provide innovative tax planning and review complex income tax returns
Stay current on legislation and related issues and has an understanding of how tax laws impact particular industries to provide client guidance and solutions
Experience in representing client in tax audits
Display in-depth understanding of the tax rules in area(s) of specialization
Leadership skills to mentor and develop team members
Strong communication skills, both written and verbal, for effective client interaction and team collaboration
Ability to build relationships and interact with clients to provide excellent planning, compliance and consulting services
Ability to prioritize tasks, manage deadlines, and maintain high-quality standards while working in a fast-paced environment

Benefits

Comprehensive Health Coverage – Medical, dental, and vision.
Retirement & Financial Planning Support – 401(k) with match, financial wellness programs.
Generous Paid Time Off – Vacation, sick time, holidays, and volunteer days.
Flexible Work Arrangements – Hybrid or remote options, flexible hours.
Performance- Based Bonus – Recognition for your contributions through discretionary bonuses.
Professional Development Opportunities – Tuition reimbursement, certifications, mentorship.
Career Growth & Internal Mobility – Clear paths for advancement and role transitions.
Inclusive & Supportive Culture – DEI initiatives, employee resource groups, wellness programs.

Company

Sensiba LLP

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Accounting & Business Consulting
dateFounded in 1977
location
Pleasanton, California, USA
people-size501-1000 employees
web-link
http://www.sensiba.com

H1B Sponsorship

Sensiba LLP has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (7)
2024 (11)
2023 (4)

Funding

Current Stage
Late Stage

Leadership Team

E
Ernie Rossi III
Audit Partner
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G
Greg Brown
Partner
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