Careers

Seeking an experienced Tax Manager or Senior Tax Manager to join a growing private client tax practice that serves high-net-worth and ultra-high-net-worth individuals, closely held businesses, trusts, estates, and private foundations.

This position offers the opportunity to work alongside experienced partners and advisors on sophisticated tax planning and compliance engagements for entrepreneurial clients, business owners, executives, investors, and multi-generational families with complex financial matters.

Responsibilities

• Review complex individual, partnership, trust, estate, and private foundation tax returns.
• Oversee tax planning, projections, and compliance engagements for high net worth clients with complex ownership structures and investment portfolios.
• Advise clients on tax strategies related to equity compensation, alternative investments, venture capital investments, qualified small business stock, carried interest, and other advanced tax matters.
• Identify planning opportunities involving estate and gift tax considerations, charitable planning, wealth transfer strategies, and fiduciary matters.
• Address multi state and international tax issues when applicable.
• Stay current on changes in federal, state, and local tax legislation and apply those developments to client situations.
• Review work prepared by staff and senior accountants while providing timely coaching, technical guidance, and professional development.
• Support improvements in firm processes, technology adoption, automation, and AI initiatives that enhance efficiency and client service.
• Participate in business development activities, proposal support, recruiting efforts, and interview processes as needed.

Qualifications

• Active CPA license required.
• Bachelor’s or Master’s degree in Accounting or Taxation. JD or LLM is also welcomed.
• Approximately 6 to 10 years of public accounting experience with significant exposure to high net worth and ultra high net worth tax clients.
• Strong technical knowledge of individual, partnership, fiduciary, and private foundation taxation.
• Experience with tax research platforms and common tax preparation software.
• Strong communication skills with the ability to explain complex tax concepts to clients and colleagues.
• Demonstrated leadership experience reviewing work, managing engagements, and mentoring team members.
• Self motivated professional who enjoys working collaboratively while delivering exceptional client service.

Application Instructions:
Please send your resume in Word format to:
Allan Fisher
Premier Financial Search
www.pfssearch.com
allan@pfssearch.com

Let’s Connect & Explore Your Options
We are actively hiring for a range of positions across multiple firms. If you have a background in public accounting, but feel this specific role isn’t quite the right fit, let’s connect! Send us your resume, and we’ll work with you to explore opportunities with other top-tier CPA and Business Management firms that align with your career goals.

About Us
Premier Financial Search is recognized for consistently connecting highly qualified candidates with leading firms. We specialize in placing Accounting and Financial professionals within CPA and Business Management firms. We work with national, regional, and local firms, as well as innovative entrepreneurial companies, across California, Illinois, Texas, Georgia, Washington, and beyond. Including major markets like Los Angeles, Chicago, Seattle, Atlanta, Austin, and Dallas.