Tax Manager - Tax Manager, CPA, Trust

Tax Manager

Tax Manager

Position Overview
We are seeking an experienced Tax Manager to lead tax compliance, planning and advisory services for a diverse client base that includes high net worth individuals, trusts and estates, partnerships, corporations and nonprofit organizations. The Tax Manager will oversee complex tax return preparation and review, provide strategic tax planning and research, manage client relationships, mentor staff, and ensure high quality, timely deliverables while maintaining compliance with federal, state and international tax laws.

Key Responsibilities

• Manage and review preparation of federal, state and local tax returns for individuals (1040), trusts and estates (1041, 706, 709), partnerships (1065), S corporations (1120S) and C corporations (1120).
• Provide tax planning and structuring advice for high net worth individuals, passthrough entities, family offices, real estate holdings, and business owners across transaction, income and estate tax matters.
• Lead tax research on federal, state & local (SALT) and international tax issues, including BEPS/OECD treaty analysis, transfer pricing and FATCA/CRS/FBAR compliance.
• Support M&A tax due diligence, transaction structuring and post-acquisition integration; coordinate with deal teams, legal and finance.
• Oversee tax provision (ASC 740) calculations and workpapers; coordinate with accounting and finance for tax accounting under GAAP/IFRS.
• Identify and manage tax credits and incentives engagements, including R&D credits and other industry-specific incentives.
• Provide tax controversy and audit support; respond to notices, prepare work papers, and liaise with taxing authorities.
• Supervise, coach and review work of senior staff and associates; manage staffing, workflow and performance reviews.
• Implement and maintain quality control and risk management processes for tax compliance and client deliverables.
• Leverage tax technology and automation tools (ONESOURCE, CCH, UltraTax, ProSystem fx, CorpTax, Vertex, Oracle) and advanced analytics (Excel/VBA, Alteryx, Power Query, SQL) to improve efficiency and accuracy.
• Develop and maintain client relationships, present tax planning recommendations, and communicate technical issues clearly to non-tax stakeholders.
• Coordinate payroll, withholding and indirect tax (sales & use, VAT/GST) matters as needed; manage nexus and apportionment studies.

Qualifications

• Bachelors degree in Accounting, Taxation or related field; advanced degree (JD, LLM or Masters) preferred.
• Certified Public Accountant (CPA) required; Enrolled Agent (EA) or equivalent credentials are a plus.
• 7+ years of progressive tax experience in public accounting or professional services, including experience with high net worth individuals, trusts & estates and passthrough entities.
• Demonstrated experience preparing and reviewing 1040, 1120, 1120S, 1065, 1041, 706 and 709 tax returns.
• Broad technical knowledge of federal, state & local tax law, international tax, SALT, transfer pricing and tax provision (ASC 740) accounting.
• Experience with tax research, controversy, audits and M&A tax due diligence.
• Proven ability to manage client engagements, lead teams and deliver high-quality work under tight deadlines.
• Advanced Excel skills (including VBA) and familiarity with tax and data tools such as ONESOURCE, CCH, UltraTax, ProSystem fx, CorpTax, Vertex, Alteryx, Power Query and SQL.
• Experience integrating tax workflows with ERP/finance systems (SAP, Oracle) and working knowledge of GAAP/IFRS tax accounting.
• Strong communication skills, attention to detail, critical thinking and a client-service mindset.
• Comfort working with complex, high-value engagements (real estate, construction, family office, professional services) and high net worth individuals (HNW/HNWI).
• Willingness to maintain continuing professional education and relevant tax technical updates.

Benefits

Vacation/PTO
 

Medical
 

Dental
 

Vision
 

401k
 

Bonus
 

Relocation
 

Telecommute
 

- For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa. This job was first posted by CyberCoders on 10/30/2026 and applications will be accepted on an ongoing basis until the position is filled or closed.Everforth CyberCoders is proud to be an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. Our hiring process includes AI screening for keywords and minimum qualifications, and a virtual recruiter as part of the application process. A human recruiter reviews all results. Click here for details on our virtual recruiter .  Everforth CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. Everforth CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. Individuals needing special assistance or an accommodation while seeking employment can contact a member of our Human Resources team at Benefits@CyberCoders.com to make arrangements.

Salary

$130000 - $170000 USD per year