Senior Tax Manager

Overview

We are a boutique CPA firm in San Francisco handling tax strategy for ultra-high-net-worth (UHNW) families with assets from $100MM to multiple billions. We operate with high trust, zero bureaucracy, and absolute discretion.

You have spent 15 to 20 years mastering complex tax codes. Now, you want a clear, guaranteed path to Partner within the next 5 to 6 years without the corporate politics. Let's talk.

The Vibe

• Casual culture: We value sharp minds, not stiff suits.
• No burnout: We respect boundaries and offer genuine flexibility.
• Impact-driven: You will act as a true peer and advisor to some of the world's most successful families.

What You Will Do

• Lead sophisticated tax planning, wealth transfer, and estate structuring.
• Manage complex multi-generational returns, trusts, and private foundations.
• Mentor a small, highly capable team of tax professionals.
• Shadow current partners to seamlessly transition client relationships.

What You Bring

• Experience: 15+ years in public accounting or a specialized family office.
• Credentials: Active CPA license is required.
• Expertise: Deep knowledge of UHNW compliance and wealth preservation.
• Mindset: Ready to transition from execution to firm ownership.

What We Offer

• Clear, written timeline to Partnership within 5-6 years.
• Highly competitive base salary with performance-based bonuses.
• Comprehensive health, retirement, and wellness benefits.
• Hybrid work flexibility based in San Francisco.

Next Steps

This is a fully confidential search. Your current employer will not be contacted.

To start a private conversation, please email View email address on click.appcast.io with your resume or a brief overview of your background.

Benefits

• Health
• Dental
• Vision
• 401(k) 3% Contribution + 7% IRA employer investment (10% effective bonus annually)
• Paid Time Off