Senior Tax Manager - High Net Worth

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Senior Tax Manager – San Francisco, CA

Ready for a change from the big firm grind? Join a small, close-knit team with over 40 years of experience, where work-life balance is a top priority. You’ll work with high-net-worth clients—think the kind you see on social media, TV, or hear about on the radio. This is your chance to advance your career in a supportive, flexible environment.

What You’ll Do:

• Manage and review individual and corporate tax returns.
• Develop tax strategies to help clients save money.
• Stay updated on tax laws and uncover opportunities for clients.
• Mentor junior associates and foster a growth-focused team culture.
• Build strong relationships with clients and stakeholders.

What They’re Looking For:

• CPA certification (required).
• 10+ years of experience in individual and corporate tax, especially with high-net-worth clients.
• Proficient in tax preparation software.
• Strong communication and teamwork skills.
• Must be commutable to the San Francisco office.

What They Offer:

• Hybrid Schedule : 3 days in the office, 2 days remote.
• 401(k) : 3% employer contribution starting day one, with an additional 7% in year two—no match required.
• Generous PTO : Start with 20 days off per year.
• Work-Life Balance : 40-45 hours a week, with a bit more during busy season.
• Strong Path to Partnership : Excellent potential to become a Partner in the future for those seeking long-term growth.
• Career Growth : Comprehensive support for certifications and professional development.
• Diverse Clients : Work with some of the wealthiest and most well-known individuals in the Bay Area.

This is more than just a job—it’s a career where you can grow, thrive, and maintain a great balance. Apply today!

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing

• Industries

  Accounting

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