Tax Manager
- Compensation
- $140K–$170K / yr
- Location
- San Francisco, California, United States
- Work setup
- Not specified
- Seniority
- Junior
- Employment
- Full time
- Experience
- 5+ years
- Category
- Finance
- Posted
Skills
Must have
- Active Certified Public Accountant (CPA) license — mandatory.
- Bachelor's degree in Accounting, Finance, or a related field.
- Minimum of 5 years of professional tax experience, preferably within public accounting or tax advisory services.
- Strong experience preparing and reviewing complex corporate, partnership, trust, and individual tax returns.
- Comprehensive knowledge of federal, state, and local tax laws and regulations.
- Demonstrated experience managing tax compliance and advisory engagements.
- Experience advising business owners, entrepreneurs, and high-net-worth individuals.
- Strong technical research, analytical, and problem-solving capabilities.
- Excellent written and verbal communication skills.
- Strong organizational abilities and experience managing multiple client engagements and deadlines.
Nice to have
- Master's degree in Taxation (MST).
- Approximately 5–7 years or more of progressive tax experience.
- Experience providing sophisticated tax planning and advisory services.
- Background working with high-net-worth individuals and closely held businesses.
- Experience mentoring and developing professional accounting staff.
- Experience supporting client relationships during practice transitions.
- Demonstrated ability to identify opportunities for expanded client advisory services.
Full description
Location: San Francisco, California, United States
Compensation: $140,000 – $170,000 Annually
Employment Type: Full-Time | Permanent
Industry: Accounting / Auditing
Experience Level: Mid-Senior Level
Global Placement Firm is conducting a confidential search for an experienced Tax Manager to join an established accounting and tax advisory firm serving small businesses, entrepreneurs, and high-net-worth individuals throughout the San Francisco Bay Area.
Position Overview
Our client is seeking a highly skilled Tax Manager with extensive experience in tax compliance, strategic tax planning, and client advisory services.
This position offers the opportunity to oversee complex tax engagements, develop and maintain valuable client relationships, provide technical leadership, and contribute to the continued growth of a respected accounting practice.
The ideal candidate will possess strong technical tax expertise, an active CPA license, excellent client relationship management skills, and the ability to oversee multiple engagements while maintaining exceptional quality and service standards.
Key Responsibilities
Tax Engagement Management
- Lead tax planning, preparation, and review for complex corporate, partnership, trust, and high-net-worth individual tax returns.
- Oversee multiple tax compliance and advisory engagements, ensuring accuracy and timely completion.
- Develop proactive tax planning strategies that address clients' financial and business objectives.
- Maintain high standards of technical accuracy, regulatory compliance, and client service.
Client Advisory & Relationship Management
- Serve as a trusted tax advisor to small businesses, entrepreneurs, and high-net-worth individuals.
- Build, maintain, and expand long-term client relationships.
- Provide strategic guidance regarding federal, state, and local tax matters.
- Identify tax-saving opportunities and recommend appropriate planning strategies.
- Support client relationships during practice transitions and identify opportunities to expand advisory services.
Tax Review & Team Development
- Review complex tax returns, technical workpapers, and supporting documentation prepared by senior and staff accountants.
- Provide technical guidance and professional mentorship to accounting professionals.
- Support staff development through coaching, feedback, and knowledge sharing.
- Ensure consistency and quality throughout the tax preparation and review process.