Senior Tax Manager
$240k - $280kDelagnes Mitchell & Linder LLP
Senior Tax Manager
Senior Tax Manager - High Net Worth, CPA, Senior Tax Manager San Francisco, CA Full-Time Hybrid $240,000 - $280,000 /yr
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.
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
For this position you must be currently authorized to work in the United States. We do not sponsor for this position.
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