Ghj42mo ago

High Net Worth Tax Manager/Senior Manager

HybridHybridRegular Full-timesenior

Finance & AccountingTax ManagerTax Specialist

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Quick Summary

Overview

WHY we get up in the morning At GHJ we help our people and clients pursue their passions, build thriving businesses, and create a better future. WHAT we believe We believe that collaboration is the foundation for success.

Technical Tools

mentoring

WHY we get up in the morning

At GHJ we help our people and clients pursue their passions, build thriving businesses, and create a better future.

WHAT we believe

We believe that collaboration is the foundation for success. We work as a business advocate for our clients – providing personalized service and building long-term relationships to help position our clients for the future.

HOW we succeed

We are deeply committed to our core values of Bright Minds, Brave Hearts and Bold Actions and incorporate them into every aspect of our business. By living these values, we are able to meet our strategic objectives of Remaining Fiercely Independent (financial success), Meeting client demands/needs (client success), Reinforcing and expanding cultural distinction (people success).

Summary of Role:

The Tax Manager is responsible for the efficient, accurate, complete, and timely preparation of all clients' tax returns whether prepared personally or by supervision of others. Advanced technical skills in a variety of tax and accounting areas, along with well-developed and applied management and supervisory skills are required. The Tax Manager may have input on any tax issue presented.

The Tax Manager is responsible for the efficient, accurate, complete, and timely preparation of high net worth clients’ individual, estate, gift and fiduciary tax returns whether prepared personally or by supervision of others. Advanced technical skills in a variety of tax and accounting areas, along with well-developed and applied management and supervisory skills are required. The Tax Manager may have input on any tax issue presented.

Performs technical tax review (1040, 1041, 706, and 709) and management of governmental tax examinations and trust accountings.

Assumes full responsibility for larger tax returns and delegates to the various tax preparer as deemed necessary.

Delegates, manages, and performs tax research projects to achieve an accurate and efficient product.

Participates actively in client meetings and sophisticated tax planning efforts involving individual, estate, gift and fiduciary tax consulting. Reviews and advises on clients’ estate plan.

Acts as a resource for tax preparation team, A&A staff on estate, trust and gift tax issues. Stays informed and knowledgeable on technical standards and tax law.

Assists and supervises tax preparer with the more complex individual, estate, gift and fiduciary returns.

Reviews wills and trusts pertaining to estate and fiduciary income tax returns.

Assumes client service responsibility for clients the tax manager works directly with or clients where the responsibility is delegated from the partner.

Communicates to the appropriate firm personnel important tax and tax developments affecting the firm’s clients.

Maintains familiarity with qualifications of all tax staff members; reviews staff assignments for appropriateness.

Works to develop responsible, trained staff by assisting in recruiting, performance evaluations, developing training aids, and acting as an instructor in professional development programs.

Assumes responsibility for smooth flow of tax returns through the tax preparation system to assure accurate, complete and timely preparation and delivery of all clients’ tax returns.

Possesses a complete knowledge of the firm’s philosophy and its opinions on tax matters.

Maintains knowledge of general economic and political trends of possible tax or other legislation that could affect the business climate.

Participates in firm’s practice development efforts through involvement w/ referral sources, community and industry activities.

Responsible for the engagement profitability — billings and collections.

Participate in firm’s committees and management meetings.

Proficiency in use of computer tax preparation, tax research, and tax planning software programs.

Ability to operate a computer, calculator and software used for estate tax and valuation.

Willingness to become a part of the firm’s Mentoring Program.

Performs such other duties as may be assigned.

Excellent oral and written communication skills.

Demonstrate leadership and supervisory skills.

Strong interpersonal skills, including proven experience liaising with clients.

Self-starter with the ability to work independently and use good judgment.

Participates in career development program to improve managerial, communication, and interpersonal skills.

5+ years of experience performing research and providing quality technical advice.

Bachelor’s degree in Accounting, Business, or related equivalent, as well as CPA certification.

Masters of Science degree in Taxation or a J.D. highly preferred for Tax Management Position.

Minimum of 40 hours of continuing education is required each year to maintain and develop technical and business skills, as well as to maintain license requirements.

California income tax experience required.

Location & Eligibility

Where is the job

Hybrid

Hybrid — some on-site time required

Who can apply

Same as job location

Listed under

Worldwide

Listing Details

Posted: November 17, 2022
First seen: March 26, 2026
Last seen: May 12, 2026

Posting Health

Days active: 46
Repost count: 0
Trust Level: 33%
Scored at: May 12, 2026

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Ghj

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GHJ Advisors is a national advisory, accounting, and tax firm committed to empowering clients through personalized services across various industries.

Employees

350

Founded

1953

Domain

Jobs

External application · ~5 min on Ghj's site

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