SINIM Bridge Corp.
Base Pay Range
$120,000.00/yr - $130,000.00/yr
About the Company Since 1987, Carey and Raicevic CPAs has been delivering personalized financial guidance to individuals and businesses throughout San Diego. Our expertise spans tax planning, income tax preparation, estate and trust taxation, multistate corporate filings, IRS representation, and strategic financial consulting. We uphold the values of competency, professionalism, and commitment in all our client engagements.
About the Role The Sr. Tax Manager, High Net Worth & Retail, serves as a trusted advisor to high‑net‑worth individuals and closely held businesses, providing tax planning, compliance, and strategic guidance. The role also reviews and signs off on complex individual, corporate (C & S corp), partnership, fiduciary, and multistate tax returns.
Responsibilities
Manage and mentor a team of tax professionals, providing technical support, coaching, and quality control.
Lead tax research on complex issues such as entity structuring, estate and trust planning, income splitting strategies, and investment tax optimization.
Oversee IRS and State audit representation and resolution for clients, ensuring accurate and timely handling of inquiries.
Collaborate with internal accounting and advisory teams to deliver cohesive client service across bookkeeping, business valuations, and financial planning.
Proactively identify planning opportunities, risks, and efficiencies for clients using up‑to‑date knowledge of federal and California tax codes.
Establish strong client relationships through regular communication, annual planning meetings, and timely response to inquiries.
Support business development efforts by contributing to client proposals and participating in firm growth initiatives.
Qualifications
CPA designation (active and in good standing in California) required.
Minimum 7+ years of progressive public accounting experience with a strong focus on high‑net‑worth individual and closely held business taxation.
Demonstrated ability to manage complex tax engagements with minimal oversight.
Excellent knowledge of federal and multistate tax laws, especially as they pertain to flow‑through entities, estates/trusts, and high‑income earners.
Experience with tax software such as Lacerte, UltraTax, or similar platforms.
Strong leadership, project management, and communication skills.
Ability to build trust and maintain client confidentiality in a fast‑paced, client‑first environment.
Required Skills
Active CPA license (California)
Minimum 7 years of tax experience in public accounting within a CPA firm in the US
Expertise in high‑net‑worth individual taxation within a CPA firm in the US
Strong knowledge of closely held business taxation (S corps, partnerships, C corps) within a CPA firm in the US
Proficiency in federal and multistate tax laws within a CPA firm in the US
Experience with estate and trust tax planning and compliance within a CPA firm in the US
IRS and state audit representation experience within a CPA firm in the US
Tax research and strategic advisory skills within a CPA firm in the US
Proficiency with tax preparation software (e.g., Lacerte, UltraTax) within a CPA firm in the US
Familiarity with financial statements and GAAP principles within a CPA firm in the US
Equal Opportunity Statement We are committed to diversity and inclusivity in our hiring practices.
Seniority Level Mid‑Senior level
Employment Type Full‑time
Job Function Accounting/Auditing
Industries Accounting
Referrals increase your chances of interviewing at SINIM Bridge Corp. by 2x.
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About the Company Since 1987, Carey and Raicevic CPAs has been delivering personalized financial guidance to individuals and businesses throughout San Diego. Our expertise spans tax planning, income tax preparation, estate and trust taxation, multistate corporate filings, IRS representation, and strategic financial consulting. We uphold the values of competency, professionalism, and commitment in all our client engagements.
About the Role The Sr. Tax Manager, High Net Worth & Retail, serves as a trusted advisor to high‑net‑worth individuals and closely held businesses, providing tax planning, compliance, and strategic guidance. The role also reviews and signs off on complex individual, corporate (C & S corp), partnership, fiduciary, and multistate tax returns.
Responsibilities
Manage and mentor a team of tax professionals, providing technical support, coaching, and quality control.
Lead tax research on complex issues such as entity structuring, estate and trust planning, income splitting strategies, and investment tax optimization.
Oversee IRS and State audit representation and resolution for clients, ensuring accurate and timely handling of inquiries.
Collaborate with internal accounting and advisory teams to deliver cohesive client service across bookkeeping, business valuations, and financial planning.
Proactively identify planning opportunities, risks, and efficiencies for clients using up‑to‑date knowledge of federal and California tax codes.
Establish strong client relationships through regular communication, annual planning meetings, and timely response to inquiries.
Support business development efforts by contributing to client proposals and participating in firm growth initiatives.
Qualifications
CPA designation (active and in good standing in California) required.
Minimum 7+ years of progressive public accounting experience with a strong focus on high‑net‑worth individual and closely held business taxation.
Demonstrated ability to manage complex tax engagements with minimal oversight.
Excellent knowledge of federal and multistate tax laws, especially as they pertain to flow‑through entities, estates/trusts, and high‑income earners.
Experience with tax software such as Lacerte, UltraTax, or similar platforms.
Strong leadership, project management, and communication skills.
Ability to build trust and maintain client confidentiality in a fast‑paced, client‑first environment.
Required Skills
Active CPA license (California)
Minimum 7 years of tax experience in public accounting within a CPA firm in the US
Expertise in high‑net‑worth individual taxation within a CPA firm in the US
Strong knowledge of closely held business taxation (S corps, partnerships, C corps) within a CPA firm in the US
Proficiency in federal and multistate tax laws within a CPA firm in the US
Experience with estate and trust tax planning and compliance within a CPA firm in the US
IRS and state audit representation experience within a CPA firm in the US
Tax research and strategic advisory skills within a CPA firm in the US
Proficiency with tax preparation software (e.g., Lacerte, UltraTax) within a CPA firm in the US
Familiarity with financial statements and GAAP principles within a CPA firm in the US
Equal Opportunity Statement We are committed to diversity and inclusivity in our hiring practices.
Seniority Level Mid‑Senior level
Employment Type Full‑time
Job Function Accounting/Auditing
Industries Accounting
Referrals increase your chances of interviewing at SINIM Bridge Corp. by 2x.
Get notified about new Tax Manager jobs in
San Diego County, CA .
#J-18808-Ljbffr