Job Description
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 Apply tot his job