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Senior Tax Manager

Hoxton Circle
Full-time
On-site
Mountain View, California, United States
$130,000 - $145,000 USD yearly

A leading multi-family office is seeking a Tax Senior Manager to join its growing practice serving families and entrepreneurs with complex wealth structures. 

The ideal candidate is a seasoned tax professional with deep experience in a family office environment working on high-net-worth and partnership taxation, strong leadership capabilities, and a genuine passion for helping clients navigate sophisticated financial challenges. You’ll manage client engagements end-to-end, oversee compliance and planning, mentor team members, and collaborate cross-functionally with firm leadership on integrated wealth strategies.

Key Responsibilities

  • Lead and manage multiple tax engagements for high-net-worth clients, partnerships, trusts, and private entities.
  • Provide strategic tax planning, structuring, and compliance solutions across diverse client portfolios.
  • Direct workflow, coach staff, and ensure timely, high-quality deliverables.
  • Manage client audits, quarterly billing, and annual retainers.
  • Partner with leadership to integrate tax strategy with broader financial, estate, and philanthropic planning initiatives.
  • Contribute to process improvement, recruiting, and firm growth initiatives.

Qualifications

  • Bachelor’s in AccountingMaster’s in Taxation preferred.
  • CPA or Enrolled Agent required.
  • 7+ years of experience in tax compliance and consulting for ultra-high-net-worth individuals and families.
  • Expertise in partnerships, trusts, equity compensation, multi-state filings, and complex capital transactions.
  • Hoxton Circle is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.