Tax Manager | Senior Manager (High-Net-Worth Tax)
Location: Los Angeles, CA (Hybrid)
MGO is a leading CPA and advisory firm with more than 500 professionals across the U.S. and India, serving clients in 97 countries. Recognized as a Best Place to Work and consistently ranked among the nation's top accounting and advisory firms, MGO is known for delivering exceptional client service through a culture rooted in human care, innovation, and professional growth.
Position Summary:
MGO is seeking a Tax Manager or Senior Manager to join our growing High Net Worth (HNW) Tax Practice in Century City. This role is ideal for an experienced tax professional who possesses deep expertise serving high-net-worth and ultra-high-net-worth individuals, families, family offices, entrepreneurs, and closely held business owners.
The successful candidate will act as a trusted advisor to sophisticated clients, providing strategic tax planning, compliance oversight, and consultative guidance while leading engagement teams and helping drive practice growth.
What You'll Do:
- Lead and review complex tax engagements for high-net-worth and ultra-high-net-worth individuals and families.
- Manage the preparation and review of High-Net-Worth-Individual (HNWI), Pass-Through entities, Trust, Estate, Gift tax returns.
- Provide proactive tax planning and consulting related to wealth preservation, estate and gift tax strategies, business succession planning, and income tax optimization.
- Advise clients with complex investment portfolios, real estate holdings, private business interests, and multi-generational wealth structures.
- Research and resolve complex federal, state, and local tax matters and assist with tax authority examinations and notices.
- Manage multiple client engagements simultaneously while ensuring exceptional service, quality, and timely delivery.
- Serve as a trusted advisor and primary relationship manager for clients and their external advisors.
- Mentor, coach, and develop managers, seniors, and staff members.
- Partner with firm leadership on client growth, business development, and practice expansion initiatives.
Qualifications:
- Bachelor's degree in Accounting, Taxation, Finance, or a related field required; Master's degree in Taxation preferred.
- CPA license required.
- 5+ years of public accounting experience with significant High Net Worth tax expertise.
- Strong technical knowledge of individual, trust, estate, gift, partnership, and pass-through entity taxation.
- Experience serving high-net-worth individuals, family offices, closely held businesses, and multi-generational family groups.
- Proven leadership, client relationship management, and project management skills.
- Strong analytical, organizational, and communication abilities.
- Must be located in the Los Angeles area to support in-office collaboration and client meetings.
Compensation: $120,000 - $180,000 base salary, plus performance-based bonus opportunities and a comprehensive benefits package.
Join MGO and help some of the nation's most successful individuals and families navigate complex tax matters while building long-term wealth and legacy strategies.
#LI-Hybrid
Skills Required
- Bachelor's degree in Accounting, Taxation, Finance, or a related field
- CPA license
- 5+ years of public accounting experience with significant high-net-worth tax expertise
- Strong technical knowledge of individual, trust, estate, gift, partnership, and pass-through entity taxation
- Experience serving high-net-worth individuals, family offices, closely held businesses, and multi-generational family groups
- Proven leadership, client relationship management, and project management skills
- Strong analytical, organizational, and communication abilities
- Master's degree in Taxation
- Located in the Los Angeles area
What We Do
MGO is a global team of financial service professionals serving the full scope of needs shaping our clients’ business and personal goals. Our team members stand ready to help our clients grow through assurance, tax, advisory, outsourcing, and private client services. With human care at the core of everything we do, we provide outstanding service experiences, delivered with sophisticated digital tools that work effortlessly for our clients. Our global platform serves clients in over 100 countries and in 40 different languages. From offices throughout the US, India, and Asia, we engage our clients in real-time when and where they need us the most. We are honored to work alongside innovators in culture-defining industries. Whether serving a pre-revenue startup, industry leader, high-net-worth individual, or trusted government agency, we provide holistic financial guidance to shape long-term success.
