Tax Manager - Tax Manager, CPA, Trust

Tax Manager - Tax Manager, CPA, Trust San Rafael, CA Full-TimeHybrid$140,000 - $170,000 /yr Posted May 14, 2026 Tax Manager Position Overview We are seeking an experienced Tax Manager to lead tax compliance, planning and advisory services for a diverse client base including high net worth individuals, trusts and estates, passthrough entities and corporations. The Tax Manager will oversee preparation and review of federal and state tax returns, manage complex tax engagements (including SALT, international, and M&A-related work), mentor staff, and develop tax strategies that minimize client risk and exposure while supporting business objectives. Key Responsibilities Manage and review preparation of individual, fiduciary and entity tax returns including Form 1040, 1041, 706, 709, 1120, 1120S, 1065 and associated state filings Provide advanced tax planning and structuring for high net worth individuals (HNW/HNWI), family offices, trusts, estates and closely-held businesses Oversee tax compliance and reporting for passthrough entities, S corporations, C corporations, partnerships and nonprofit organizations Lead SALT research and planning including nexus, apportionment and multistate filings Coordinate international tax, transfer pricing, FATCA/CRS/FBAR considerations and cross-border structuring issues Perform tax provision (ASC 740) calculations, tax accounting and related financial reporting Support M&A tax due diligence, transaction structuring and post-transaction integration analysis Deliver tax controversy and audit support, responding to notices and coordinating with authorities as needed Supervise, coach and mentor senior tax staff and managers; review workpapers, tax research and client deliverables Leverage tax research to provide practical, defensible positions and documentation for credits and incentives such as R D tax credits Implement and optimize tax technology and workflows (ONESOURCE, CCH, Vertex, CorpTax, Oracle) and use advanced Excel, VBA, Alteryx/Power Query and SQL to streamline processes Ensure quality control, engagement profitability and timely delivery of client services Build and maintain client relationships; communicate complex tax concepts clearly to clients and stakeholders Stay current on evolving tax law, BEPS/OECD guidelines, treaty analysis and emerging industry trends relevant to client needs Qualifications Bachelors degree in Accounting, Finance or related field; advanced degree (JD or LLM) or equivalent strongly preferred Active CPA or EA license required; JD/LLM preferred for trust & estate and complex planning work Minimum 6-10 years of progressive tax experience in public accounting or professional services with exposure to high net worth individuals, trusts, estates and passthrough entities Demonstrated experience with individual and entity tax returns (1040, 1041, 706, 709, 1120, 1120S, 1065) and fiduciary/gift tax matters Strong knowledge of SALT, international tax, transfer pricing, tax provision (ASC 740), tax controversy and M&A tax issues Practical experience with tax and compliance software (ONESOURCE, CCH, Vertex, CorpTax) and ERP integration (SAP, Oracle) Advanced Excel skills and experience with VBA; familiarity with Alteryx, Power Query and SQL a plus Proven ability to supervise teams, manage client engagements, and deliver high-quality, timely work Excellent communication and interpersonal skills; capable of advising high net worth clients and coordinating with wealth advisors and legal counsel High ethical standards, attention to detail, and strong analytical and problem-solving abilities Willingness to travel to client sites as needed and to participate in business development and thought leadership activities Benefits 401(k) matching Dental insurance Disability insurance Flexible schedule Health insurance Life insurance Paid time off Vision insurance Hyrbid flex For this position you must be currently authorized to work in the United States. We do not sponsor for this position. Preferred Skills Tax ManagerCPAtrustEstateHigh Net WorthJDLLMReal EstatePratnershipIndividuals Jordyn Fulgham is recruiting for this position Email me your resume to apply for this job

Job ID:

JF11-1986959

This job was posted on May 14, 2026 and last updated on May 14, 2026. Everforth CyberCoders is an Equal Employment 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. Recruiters review all results. 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.