Vaco by Highspring · 9 hours ago
Tax Manager
San Diego, CA
Full-time
Hybrid
Senior Level
$140K/yr - $160K/yr
5+ years expVaco by Highspring is a well-established public accounting firm hiring a Tax Manager to support its private client practice serving high net worth individuals and families. This role involves advanced tax planning, client advisory, and team leadership with a focus on income, trust, estate, and wealth transfer strategies.
Staffing & Recruiting
Hiring Manager
Joseph D'Olimpio
Responsibilities
Lead preparation and review of complex tax filings across individual, trust, estate, partnership, corporate, and nonprofit entities
Evaluate personal, trust, and estate structures to identify planning opportunities and reduce tax exposure
Advise clients on wealth transfer, estate flow, liquidity planning, and business succession strategies
Review estate planning and legal documents to support tax and succession objectives
Research and resolve technical tax matters related to individual, trust, and estate compliance and planning
Oversee staff work to ensure accuracy, quality, and timely delivery
Coach and develop tax professionals through ongoing mentorship and technical guidance
Act as a primary client contact, proactively identifying value added solutions
Support practice growth through referrals, proposal support, and participation in professional networking
Qualification
Required
Bachelor's degree in Accounting or related field
Active CPA, EA, or JD required
5+ years of public accounting experience with a focus on individual, fiduciary, and estate taxation
Strong knowledge of federal tax regulations impacting high net worth individuals and families
Strong written and verbal communication skills
Interest in client development and long term relationship building
Preferred
Experience with pass through entities and private foundations
Company
Vaco by Highspring
Vaco is the Talent Solutions division of Highspring, a leading global professional services organization.
5001-10000 employees
Funding
Current Stage
Late StageCompany data provided by crunchbase