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 that delivers tax planning, compliance and consulting services to venture capital general partners and investment professionals, angel and limited partner investors, family offices.
The role combines deep technical expertise in partnership taxation, qualified small business stock with a proactive, planning-first approach to liquidity events and multi-generational wealth transfer. The Senior Tax Manager will drive excellence in client service, mentor and grow team members, develop innovative solutions to complex tax issues, and play a central role in expanding the firm's presence and reputation within the venture capital community.
Key Responsibilities
- Oversee and manage tax compliance, planning, and consulting services for clients across various industries.
- Manage and review complex tax returns, including corporate, partnership, individual, and trust tax filings.
- Perform technical review of complex fact patterns and tax research.
- Devise innovative solutions for complex tax issues, leveraging deep understanding of tax laws and regulations.
- Implement and maintain rigorous quality control procedures throughout all stages of client engagements.
- Identify areas for improvement in firm processes and take proactive steps to address operational inefficiencies.
- Ensure adherence to professional standards and best practices to deliver high-quality work to clients consistently.
- Cultivate and nurture relationships with existing clients to deepen engagement and drive additional business opportunities.
- Expand the firm's client base by networking within the business community and leveraging personal and professional connections.
- Participate as needed in recruiting and staffing decisions, including interviewing, hiring, and on-boarding new team members.
- Contribute to the development and delivery of internal training programs to enhance the skills and knowledge of team members; providing ongoing mentorship and guidance to junior team members, fostering their professional growth and development.
Skills, Knowledge and Expertise
- Strong tax technical knowledge, including analytical, research, critical thinking, and decision-making skills.
- Strong written and verbal communication skills, with the ability to explain complex tax outcomes clearly to clients and their advisors.
- Leadership skills to mentor, develop and scale a team of tax professionals.
- Strong ability to manage multiple priorities and meet deadlines in a fast-paced environment, including time-sensitive transactions and multiple K-1 analysis.
- Highly organized, with strong time management skills and meticulous attention to detail.
- Ability to build trusted relationships with clients and with their wealth managers, estate planning attorneys, and financial advisors.
- Stays current on legislation and understands how tax law changes affect venture capital funds, and investors.
- Basic understanding of carried interest taxation, including the Section 1061 three-year holding period rules, carried interest vehicle structures and management fee waiver arrangements.
- Understanding of the venture fund lifecycle: formation, capital calls, management fees, portfolio investments, follow-on rounds, distributions in cash and in kind, and wind-down.
- Expertise in Section 1202 qualified small business stock (QSBS), including eligibility analysis, holding period and gain exclusion limits, the post-July 4, 2025 changes enacted by the One Big Beautiful Bill Act (tiered exclusions, the higher per-issuer cap and gross-asset threshold), "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 the 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.
Educational Preferences: - Bachelor's Degree in accounting, finance or related field
- 7+ years of experience in public accounting preparing/reviewing tax returns for pass-through entities, corporations, trusts and/or high net worth individuals
- CPA or EA license required
- Proficiency in tax preparation software and financial analysis tools.
Preferred Experience: - Master's degree in accounting, taxation or related field
- Prior experience building or leading a niche practice or industry group, including business development responsibility.
Compensation & Benefits
This role offers a competitive base salary along with a comprehensive benefits package. Salary ranges for U.S.-based positions are determined by geographic location and fall into one of three pay zones, which reflect the cost of labor in that area. The anticipated salary ranges for this position are outlined below and are subject to change:
- US 1: $156,000 - $195,000
- US 2: $141,600 - $177,000
- US 3: $127,200 - $159,000
When determining compensation, we consider a variety of factors such as a candidate’s professional experience, skills, and qualifications. Please note that final offer amounts may vary from the ranges listed above and may be adjusted over time.
There are many reasons to join the Sensiba team: generous benefits, competitive compensation, professional advancement opportunities, and above all — our people. If you're looking for an environment that offers you growth, success, and professionalism without compromising your family, passions, and life outside of work, apply today!
Sensiba has a robust offering of benefits, including:
- Comprehensive Health Coverage – Medical, dental, and vision.
- Retirement & Financial Planning Support – 401(k) with match, financial wellness programs.
- Generous Paid Time Off – Vacation, sick time, holidays, parental leave and volunteer days.
- Flexible Work Arrangements – Hybrid or remote options, flexible hours.
- Performance-Based Bonus – Recognition for your contributions through discretionary bonuses.
- Professional Development Opportunities – Tuition reimbursement, certifications, mentorship.
- Career Growth & Internal Mobility – Clear paths for advancement and role transitions.
- Inclusive & Supportive Culture – DEI initiatives, employee resource groups, wellness programs.
Salary: 127200 - 195000 USD per year
