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Socha Capital · 9 hours ago

Senior Manager Tax Advisory

United States

Full-time

Remote

Senior Level, Lead/Staff, Director/Executive

$200K/yr - $200K/yr

7+ years exp

Socha Capital is a fast-growing firm that offers a unique opportunity in advanced tax advisory without the pressures of traditional compliance roles. The Senior Manager will lead sophisticated tax planning for ultra-high-net-worth individuals and family enterprises, providing strategic advice on complex financial matters.

Financial ServicesRisk ManagementTax PreparationWealth Management

Responsibilities

Lead sophisticated tax planning for UHNW individuals, family enterprises, partnerships, corporations, and trusts

Advise on liquidity events, business exits, reorganizations, M&A activity, and multi-jurisdictional tax considerations

Design and implement creative strategies across income tax, partnership tax, estate and gift planning, and wealth transfer

Serve as a trusted advisor to founders, executives, CPAs, and legal counsel

Conduct complex tax research and translate findings into clear, actionable recommendations

Own engagements end-to-end, including scoping, modeling, execution, and client delivery

Mentor and develop junior team members and contribute to internal tax framework evolution

Collaborate with internal planning teams and external advisors to deliver integrated client solutions

Qualification

Tax advisory experienceComplex tax planningClient engagementCPA certificationLeadership skillsAnalytical skillsProject managementCommunication skills

Required

7–12+ years of progressive tax advisory experience in public accounting, family office, private client services, or advanced tax advisory environments

Strong preference for candidates with Big 4 or National Firm Manager or Senior Manager experience

CPA strongly preferred; JD/LLM (Tax), EA, CFP® also valued

Deep experience with flow-through entities, C corporations, trusts, estate and gift planning, and UHNW clients

Highly analytical, organized, and confident communicator

Able to translate complex tax concepts into actionable client strategies

Strong leadership, coaching, and project management capabilities