Junior Tax Manager - High Net Worth

Jr. Tax Manager – San Francisco, CA (Small Firm)

Ready for a career that offers growth, flexibility, and a personal touch?

Join a small firm with 40+ years of experience, where you'll work with high-net-worth clients—think the kind you see showing up on your news feed, social media, or hear about on TV and the radio. This firm values its people, offers a great work-life balance, and fosters an environment where you can truly grow.

What You’ll Do:

Manage tax returns for individuals and businesses.

Create tax strategies to save clients money.

Stay up-to-date on tax laws to ensure compliance.

Mentor junior team members.

Build strong relationships with clients and stakeholders.

What They’re Looking For:

CPA certification (required).

5-8 years of experience in individual and corporate tax. High net worth experience.

Strong communication and team skills.

Must be able to commute to San Francisco.

What They Offer

Hybrid Schedule: Get trained in a supportive environment with a hybrid schedule—3 days in the office and 2 days working from home.

Longevity: This could be your forever home. The median employee tenure is 7.5 years, reflecting the supportive and stable work environment.

Path to Partnership: There is strong potential to become a Partner in the future, for those seeking long-term growth and leadership opportunities.

Phenomenal Benefits:

401(k): First year includes a 3% employer contribution (no match required). Starting in your second year, the firm adds an impressive 7%, no match required.

Generous PTO: Begin with 20 days of paid time off from day one.

Work-Life Balance: Enjoy a manageable workload of 40-45 hours per week, with 60-65 hours during the busy season.

Diverse Clientele: You'll work with truly high-net-worth individuals, including some of the wealthiest and most well-known people in the Bay Area.

Career Development: Comprehensive training programs, mentorship opportunities, and full support for certifications to help you grow in your career.

Cutting-Edge Technology: Leverage advanced accounting tools and technology to enhance efficiency and deliver exceptional results.

Collaborative Culture: Be part of a team that values knowledge-sharing, innovation, and a supportive work environment.