Tax Manager - High Net Worth/Estates & Trusts

Job 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 professsional 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.

Qualifications:

• Bachelor's Degree in accounting or related field is required.
• Master's degree in accounting, tax or related field is preferred.
• 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.

Compensation:

This role offers a competitive base salary along with a comprehensive benefits package. Salary ranges for U.S.-based positions are determined by geographic location and fall into one of three pay zones, which reflect the cost of labor in that area. The anticipated salary ranges for this position are outlined below and are subject to change:

• $86,232 - $176,792

When determining compensation, we consider a variety of factors such as a candidate's professional experience, skills, and qualifications. Please note that final offer amounts may vary from the ranges listed above and may be adjusted over time.

Benefits:

There are many reasons to join the Sensiba team: generous benefits, competitive compensation, professional advancement opportunities, and above all - our people. If you're looking for an environment that offers you growth, success, and professionalism without compromising your family, passions, and life outside of work, apply today!

Sensiba has a robust offering of benefits, including:

• 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.

At Sensiba, we believe that diversity drives innovation. We provide equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics. In addition to federal law requirements, Sensiba complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Sensiba expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Sensiba employees to perform their job duties may result in discipline up to and including discharge.