Senior Tax Manager, Venture Capital

Sensiba•Hold, CA

1d•Hybrid

About The Position

The Senior Tax Manager will lead the firm’s High Net Worth (HNW) tax practice, with an emphasis on the venture capital ecosystem. This leader will build and manage a team delivering tax planning, compliance, and consulting services to venture capital general partners and investment professionals, angel and limited partner investors, and family offices. The role combines technical expertise in partnership taxation and qualified small business stock (QSBS) with a proactive, planning-first approach to liquidity events and multi-generational wealth transfer. The Senior Tax Manager will drive client service, mentor and grow team members, develop solutions to complex tax issues, and help expand the firm’s presence and reputation in the venture capital community. The position oversees tax compliance, planning, and consulting; reviews complex returns and fact patterns; and applies tax research and technical knowledge to client matters. It also includes quality control, process improvement, business development, recruiting and staffing participation, and development and delivery of internal training. The role provides ongoing mentorship and guidance to junior team members. The position requires a bachelor’s degree in accounting, finance, or a related field; at least seven years of public accounting experience preparing or reviewing tax returns for pass-through entities, corporations, trusts, and/or high-net-worth individuals; and a CPA or EA license. A master’s degree and experience building or leading a niche practice or industry group are preferred. The role offers geographic pay-zone salary ranges and a comprehensive benefits package. Hybrid or remote options and flexible hours are available.

Requirements

Bachelor’s degree in accounting, finance, or a related field.
At least 7 years of public accounting experience preparing or reviewing tax returns for pass-through entities, corporations, trusts, and/or high-net-worth individuals.
CPA or EA license required.
Strong tax technical knowledge, including analytical, research, critical-thinking, and decision-making skills.
Strong written and verbal communication skills, including the ability to explain complex tax outcomes to clients and their advisors.
Leadership skills to mentor, develop, and scale a team of tax professionals.
Ability to manage multiple priorities and meet deadlines in a fast-paced environment, including time-sensitive transactions and multiple K-1 analyses.
Strong organization and time-management skills and meticulous attention to detail.
Ability to build trusted relationships with clients, wealth managers, estate-planning attorneys, and financial advisors.
Stay current on legislation and understand how tax-law changes affect venture capital funds and investors.
Basic understanding of carried-interest taxation, including Section 1061 three-year holding-period rules, carried-interest vehicle structures, and management-fee waiver arrangements.
Understanding of the venture fund lifecycle, including formation, capital calls, management fees, portfolio investments, follow-on rounds, cash and in-kind distributions, and wind-down.
Expertise in Section 1202 QSBS, including eligibility analysis, holding period and gain-exclusion limits, post-July 4, 2025 changes enacted by the One Big Beautiful Bill Act, stacking through gifts and trusts, Section 1045 rollovers, and California nonconformity.
Knowledge of Section 83(b) elections.
Knowledge of investment-related individual tax issues, including net investment income tax, investment-interest expense limits, passive-activity rules, and worthless-stock losses.
Familiarity with international investor reporting, including PFIC (Form 8621), CFC and foreign partnership filings (Forms 5471 and 8865), and FBAR and Form 8938 requirements arising from foreign portfolio holdings.
Proficiency in tax preparation software and financial analysis tools.

Nice To Haves

Master’s degree in accounting, taxation, or a related field.
Prior experience building or leading a niche practice or industry group, including business development responsibility.

Responsibilities

Oversee and manage tax compliance, planning, and consulting services for clients across various industries.
Manage and review complex corporate, partnership, individual, and trust tax returns.
Perform technical reviews of complex fact patterns and conduct tax research.
Develop solutions to complex tax issues using knowledge of tax laws and regulations.
Implement and maintain quality control procedures throughout client engagements.
Identify and address firm process improvements and operational inefficiencies.
Ensure work adheres to professional standards and best practices.
Cultivate existing client relationships to deepen engagement and identify additional business opportunities.
Expand the firm’s client base through business-community networking and professional connections.
Participate as needed in recruiting and staffing decisions, including interviewing, hiring, and onboarding.
Contribute to internal training programs and mentor and guide junior team members.
Build and manage a team delivering tax planning, compliance, and consulting services to clients in the venture capital ecosystem.
Help expand the firm’s presence and reputation within the venture capital community.