Sr. Tax Manager

Sr. Tax Manager - Advise Ultra-HNW clients on complex equity comp, IPOs, and high-impact tax strategy in a growth-focused advisory environment

This Jobot Job is hosted by: Eric Kee
Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $160,000 - $180,000 per year

A bit about us:

We are a forward-thinking advisory and tax firm partnering with ultra-high-net-worth individuals, founders, and executives. Our team specializes in complex tax strategies tied to equity compensation, liquidity events, and high-growth environments, delivering white-glove service and strategic insight beyond traditional compliance.

Why join us?

Work with ultra-HNW clients on highly sophisticated tax matters
Exposure to IPOs, startup equity, and complex wealth events
Collaborative, advisory-focused environment with strong leadership access
Opportunity to deepen expertise in a niche, high-demand specialty
Clear path for professional growth and increased client impact

Job Details

• Managing complex individual tax engagements, particularly involving high-value equity compensation
• Advising on ISOs, NSOs, RSUs, and 83(b) elections across pre- and post-liquidity events
• Experience with QSBS (Section 1202) planning and analysis
• Partnering with clients on tax strategy related to IPOs and startup growth
• Reviewing and overseeing sophisticated 1040 filings
• Acting as a trusted advisor, simplifying complex tax matters into clear guidance

Strong candidates will also have experience supporting startup and growth-stage clients, particularly those with large-scale equity positions.

Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.

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