[Remote] Senior Manager Tax Advisory
Note: The job is a remote job and is open to candidates in USA. Socha Capital is a fast-growing firm that offers a unique opportunity in advanced tax advisory without the pressures of traditional compliance roles. The Senior Manager will lead sophisticated tax planning for ultra-high-net-worth individuals and family enterprises, providing strategic advice on complex financial matters.
Responsibilities
ā¢ Lead sophisticated tax planning for UHNW individuals, family enterprises, partnerships, corporations, and trusts
ā¢ Advise on liquidity events, business exits, reorganizations, M&A activity, and multi-jurisdictional tax considerations
ā¢ Design and implement creative strategies across income tax, partnership tax, estate and gift planning, and wealth transfer
ā¢ Serve as a trusted advisor to founders, executives, CPAs, and legal counsel
ā¢ Conduct complex tax research and translate findings into clear, actionable recommendations
ā¢ Own engagements end-to-end, including scoping, modeling, execution, and client delivery
ā¢ Mentor and develop junior team members and contribute to internal tax framework evolution
ā¢ Collaborate with internal planning teams and external advisors to deliver integrated client solutions
Skills
ā¢ 7ā12+ years of progressive tax advisory experience in public accounting, family office, private client services, or advanced tax advisory environments
ā¢ Strong preference for candidates with Big 4 or National Firm Manager or Senior Manager experience
ā¢ CPA strongly preferred; JD/LLM (Tax), EA, CFPĀ® also valued
ā¢ Deep experience with flow-through entities, C corporations, trusts, estate and gift planning, and UHNW clients
ā¢ Highly analytical, organized, and confident communicator
ā¢ Able to translate complex tax concepts into actionable client strategies
ā¢ Strong leadership, coaching, and project management capabilities
Benefits
ā¢ Unlimited PTO
ā¢ Health insurance reimbursement
ā¢ 401(k) support
ā¢ Professional development resources
Company Overview
ā¢ Secha Capital is a patient capital holding company that invests in African SMEs. It was founded in 2021, and is headquartered in Austin, Texas, USA, with a workforce of 11-50 employees. Its website is https://SochaCapital.com.
Apply Now
Apply Now
Responsibilities
ā¢ Lead sophisticated tax planning for UHNW individuals, family enterprises, partnerships, corporations, and trusts
ā¢ Advise on liquidity events, business exits, reorganizations, M&A activity, and multi-jurisdictional tax considerations
ā¢ Design and implement creative strategies across income tax, partnership tax, estate and gift planning, and wealth transfer
ā¢ Serve as a trusted advisor to founders, executives, CPAs, and legal counsel
ā¢ Conduct complex tax research and translate findings into clear, actionable recommendations
ā¢ Own engagements end-to-end, including scoping, modeling, execution, and client delivery
ā¢ Mentor and develop junior team members and contribute to internal tax framework evolution
ā¢ Collaborate with internal planning teams and external advisors to deliver integrated client solutions
Skills
ā¢ 7ā12+ years of progressive tax advisory experience in public accounting, family office, private client services, or advanced tax advisory environments
ā¢ Strong preference for candidates with Big 4 or National Firm Manager or Senior Manager experience
ā¢ CPA strongly preferred; JD/LLM (Tax), EA, CFPĀ® also valued
ā¢ Deep experience with flow-through entities, C corporations, trusts, estate and gift planning, and UHNW clients
ā¢ Highly analytical, organized, and confident communicator
ā¢ Able to translate complex tax concepts into actionable client strategies
ā¢ Strong leadership, coaching, and project management capabilities
Benefits
ā¢ Unlimited PTO
ā¢ Health insurance reimbursement
ā¢ 401(k) support
ā¢ Professional development resources
Company Overview
ā¢ Secha Capital is a patient capital holding company that invests in African SMEs. It was founded in 2021, and is headquartered in Austin, Texas, USA, with a workforce of 11-50 employees. Its website is https://SochaCapital.com.
Apply Now
Apply Now