What are the responsibilities and job description for the Senior Tax Manager $100k-$150k position at Whitman Advisory Job Community?
Senior Tax Manager (Family Office)
You’re a builder. You love solving complex tax problems, coaching a team, and turning great service into long-term client relationships. You’re ready for a seat at the table—and a direct path to Partner. If that sounds like you, let’s talk.
The role you’ll own
- Lead complex engagements: Manage and review partnership, corporate, and individual returns; ensure technical quality and compliance.
- Be the strategist: Deliver proactive planning and structuring for closely held businesses, partnerships, and HNW clients (including multi-state).
- Grow the book: Spot opportunities, nurture referrals, and represent the firm in the market to expand relationships and revenue.
- Coach and elevate: Mentor managers, seniors, and staff; raise technical standards and leadership readiness.
- Shape the practice: Partner with leadership on California growth plans, service expansion, pricing, and profitability.
- Innovate: Improve process, integrate technology, and share best practices across our national platform.
- Advise beyond compliance: Support transactions, entity restructurings, and emerging advisory initiatives.
What you bring
- CPA (active).
- 8–12 years of progressive public accounting experience with deep tax expertise.
- Demonstrated client relationship wins and business development success.
- Strong command of federal and state tax (multi-state exposure preferred).
- Confident leader, communicator, and project manager.
- An entrepreneurial mindset—energized by growth, impact, and equity-oriented outcomes.
Why this move
- Direct path to Partner with mentorship and a national platform built for long-term growth.
- Performance bonus and long-term incentives aligned to firm success.
- 401(k), healthcare, PTO, CPA support, and ongoing education.
- A collaborative, service-first culture that rewards initiative, integrity, and innovation.
- The backing of a family-office platform—stability of a top practice with the agility to build.
Salary : $100,000 - $150,000