Tax Manager - High Net Worth / Estates & Trusts

At Sensiba, we're more than just a Top 75 Accounting Firm - we're a purpose-driven organization committed to making a meaningful impact for our clients, our people, and our communities. Recognized as a Top Workplace USA, we're proud of our culture of exceptional employee engagement, collaboration, and continuous growth.

We help clients solve problems, navigate complexity, and build a foundation for sustainable success. Whether supporting fast-growing startups or established enterprises, we bring deep expertise and a people-first approach to every engagement.

In 2018, Sensiba became a certified B Corporation (B Corp) - a designation that reflects our commitment to using business as a force for good. This certification holds us accountable to high standards of social and environmental performance, transparency, and ethical governance. It's not just a badge - it's a reflection of how we operate, make decisions, and support our stakeholders.

Summary :

The Tax Manager - High Net Worth / Estates & Trusts role is a pivotal leadership position within the firm, offering the opportunity to oversee and manage a diverse portfolio of tax engagements. The Tax Manager will be responsible for leading a team of tax professionals, ensuring timely and accurate completion of tax returns, and providing strategic tax planning advice to clients. With a focus on client service excellence, this role will cultivate and maintain strong client relationships, working with the partner in delivering planning opportunities and tax solutions to clients. Additionally, they will play a key role in business development initiatives, identifying new opportunities for growth and expanding our client base.

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 :

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 :

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 :

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.