Job Description
Job Description**UNIQUE OPPORTUNITY**Senior Tax Manager / Director (Track to Partner – HNW Focus)
Location: San Francisco Bay Area | Hybrid
If you’re an experienced tax professional ready for a long-term home—not just another job—this is a rare opportunity to join a close-knit, culture-driven firm that values excellence without sacrificing balance.
This isn’t a volume shop. It’s a place where some of the top minds in tax have quietly built something different. With 40+ years in business and a 70-person team made up of professionals from Big 4 and top-tier firms, the environment is collaborative, intellectually rigorous, and rooted in trust. The firm’s exceptional retention speaks for itself—people come here to build careers, not just résumés.
We’re currently hiring a Senior Tax Manager or Director with deep experience in high-net-worth individual tax, closely held entities (S Corps, partnerships), and real estate. For the right person, this can be a track to partnership.
What You’ll Do:
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Lead and review complex returns: individual, trust, partnership, and corporate
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Serve as a trusted advisor to ultra/high-net-worth clients on tax planning and strategy
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Stay current on tax laws and identify planning opportunities
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Mentor and lead junior staff while fostering a supportive, collaborative culture
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Engage directly with clients and their advisors in a high-touch, relationship-oriented practice
What We’re Looking For:
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9+ years of public accounting experience with a strong focus on HNW individuals and closely held businesses
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CPA required
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Background in a Big 4 or comparable top-tier accounting firm preferred
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Strong technical command of individual, partnership, and real estate taxation
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Excellent communication, sound judgment, and high integrity
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Team-oriented mindset with the ability to work independently when needed
Why This Role is Different:
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Work-Life Balance: Real balance. Reasonable hours. No fire drills.
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Track to Partnership: For the right person, this is a long-term leadership opportunity.
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Elite Peer Group: Join a tight-knit team of ~70 professionals from top-tier firms.
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People-First Culture: High retention, strong mentorship, and no egos.
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Substantive Work: Every day brings new complexity, challenge, and opportunity.
.Compensation & Benefits:
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Competitive salary, commensurate with experience $200k
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401(k) and pension plan
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Medical, dental, and vision insurance
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Tuition and continuing education support
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Commuter and wellness benefits