Tax Manager (Private Wealth Management)

The Bahnsen Group LLC•Newport Beach, CA

1d•Onsite

About The Position

The Tax Manager will join a growing Tax Services Department launched in 2023 and now serves over 400 client households. This is a full-time, in-office position based in Newport Beach, CA or Phoenix, AZ. The Tax Department is intentionally structured to deliver a low volume, high touch client experience. Professionals are expected to provide proactive planning, thoughtful advisory services, and technically sound compliance work for high-net-worth individuals and Family Office clients. The Tax Manager will work closely with Private Wealth Advisors in a highly collaborative environment, regularly participating in wealth and tax planning meetings to support integrated client advice. From time to time, the role may also involve participation in prospect meetings alongside advisors, as appropriate. The Tax Manager is expected to serve as a trusted tax advisory resource across the firm and will be relied upon by both clients and advisors for thoughtful tax planning and consulting support. The role reports directly to the Tax Director and offers a clear path for increased responsibility as the Tax Department continues to scale.

Requirements

Minimum 5 years of experience in public accounting or an RIA-based tax environment
Prior experience as a Senior Associate / Senior Accountant or Tax Manager required
Designations: Active CPA or JD strongly preferred, minimum EA required
Bachelor's degree in Accounting, Finance, Economics, Mathematics, or a related field
Strong working knowledge of: Individual taxation, S corporations, Partnerships, and Trusts and estates
Experience serving high-net-worth individuals and multi-entity family structures
Detail-oriented with strong organizational, time management, and prioritization skills
Experience with CCH Axcess and CCH Workflow; BNA Tax Planner
Proficiency in Microsoft Office (Word, Excel, PowerPoint)

Nice To Haves

Active CPA or JD strongly preferred

Responsibilities

Provide tax planning, compliance, and advisory services to high-net-worth individuals, Family Office clients, and closely held business entities
Act as the primary day-to-day tax contact for assigned client relationships
Participate in client meetings to address tax matters, explain planning strategies, and respond to tax-related inquiries
Collaborate closely with Wealth Advisors and internal teams to ensure tax strategies align with broader financial objectives
Review and file a wide range of tax returns, including but not limited to: Forms 1040, 1041, 709, 1065, 1120S, 1120
Ensure accuracy, completeness, and timely filing across federal and multi-state jurisdictions
May serve as a tax return signer upon approval by the Tax Director
Identify technical issues, planning opportunities, and compliance risks during the review process
Research complex federal and state tax issues and prepare clear, well-documented analyses and recommendations
Assist in the design and implementation of tax planning strategies under the direction of senior tax leadership
Stay current on tax law developments impacting high net worth individuals, trusts, pass-through entities, and multi-state filers
Provide guidance and mentoring to junior tax staff on tax engagements and best practices
Contribute to improvements in workflows, documentation standards, and the overall client experience
Continue developing technical expertise through ongoing learning and exposure to complex tax matters