Senior Tax Manager - High Net Worth

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.