Frank, Rimerman + Co. LLP ยท 6 hours ago
Senior Tax Manager - Ultra High Net Worth Individual Practice - San Francisco or San Jose
San Jose, CA
Full-time
Hybrid
Senior Level
$175K/yr - $225K/yr
7+ years expFrank, Rimerman + Co. LLP is a top firm recognized for its excellence in tax services. They are seeking a Senior Tax Manager to provide innovative tax solutions for ultra high-net-worth individuals, focusing on compliance, planning, and mentoring team members.
AccountingAdviceConsultingManagement Consulting
No H1B
U.S. Citizen Only
Responsibilities
Review returns and other tax projects related to compliance, advisory, planning, research and consulting
Anticipate and identify client tax issues and concerns, providing consultative and strategic solutions
Mentor, train and supervise associates and senior associates
Work with leadership to formulate strategic business and tax planning recommendations
Identify ways to improve processes with a focus on providing the highest quality client service
Participate in the recruitment of new staff
Qualification
Required
Minimum of 7-8 years of public accounting experience serving complex ultra-high net worth individuals
CPA licensed in California, required
Bachelor's and/or master's degree with an emphasis in accounting/taxation
Experience training and mentoring staff
Passionate professional who understands the value of developing others
Preferred
Experience with estate planning implementation via trusts is a plus for our larger, individual clients
Company
Frank, Rimerman + Co. LLP
Established in 1949, our firm is unique for its pervasive passion and nimble delivery of over 75 years of experience.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Amanda Arntz, CPA
Senior Manager - Accounting & CFO Advisory
Clarissa Dench
Senior Manager - Business Operations for Accounting and CFO Advisory Services
Recent News
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2025-05-17
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