Tax Supervisor | Private Client Services (PCS)

Benefits

Parental leave

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Non-birth-parent leave

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Family-building benefits

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• Adoption assistance: Not verified
• Surrogacy assistance: Not verified

Mental health support

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Relocation assistance

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Childcare support

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Learning budget

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Verification

Not verified last checked Jun 13, 2026

Salary

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401(k) match

Listed Source: EMPLR_CONTRIB_INCOME_AMT. source Last checked Jun 13, 2026.

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Schedule

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Weekend work

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Application

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Assessment

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Deadline

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Where they hire

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About this role

Tax Supervisor | Private Client Services (PCS) San Jose, CA, United States #LI-Onsite #LI-JF1 Essential Functions and Primary Duties Tax Compliance Assist in the preparation and review of complex individual and family tax returns for high net worth clients. Ensure accuracy and compliance with relevant tax laws and regulations. Collaborate with clients and internal teams to gather necessary information for tax filings. Tax Planning Support Contribute to the development and implementation of tax planning strategies for high net worth individuals and families. Assist in researching and analyzing tax issues to provide recommendations for clients. Stay updated on changes in tax laws and communicate their impact to the team and clients. Client Interaction Build and maintain positive relationships with high net worth clients. Respond to client inquiries as well as to notices from various tax authorities and provide support on related matters. Assist in client meetings and presentations as needed. Research and Analysis Conduct tax research to stay informed about new regulations and industry developments. Analyze financial data and documents to identify tax planning opportunities and potential issues. Present findings to senior team members and clients. Collaboration and Teamwork Work closely with other tax professionals and departments to ensure seamless service delivery. Provide support to tax managers and directors as needed. Foster a collaborative and positive team environment. Preferred Qualifications 3+ years of experience in tax compliance and planning, preferably with exposure to high net worth clients. Previous experience in public accounting or a similar tax-related role is beneficial. Knowledge of

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