Tax Manager

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.

Tax Research & Regulatory Compliance

• Conduct technical research involving complex federal, state, and local tax matters.
• Monitor changes in tax legislation, regulations, and compliance requirements.
• Evaluate the impact of tax law changes on client planning strategies.
• Manage communications and correspondence with federal and state taxing authorities.
• Ensure tax engagements comply with applicable regulatory and professional standards.

Required Qualifications

• 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.

Preferred Qualifications

• 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.

Ideal Candidate Profile

We're Looking for Someone Who:

• Is an actively licensed CPA with a strong foundation in tax compliance and advisory services.
• Has experience managing complex tax engagements and delivering strategic solutions.
• Is comfortable working directly with business owners, entrepreneurs, and high-net-worth clients.
• Demonstrates excellent judgment, professionalism, and attention to detail.
• Can independently manage multiple priorities in a deadline-driven environment.
• Enjoys mentoring accounting professionals and sharing technical expertise.
• Takes a proactive approach to identifying tax planning opportunities.
• Values long-term client relationships and exceptional service.
• Is seeking a stable, long-term opportunity with professional growth potential.

Work Environment & Practice Model

• Established accounting and tax advisory practice.
• Diverse client portfolio consisting of small businesses, entrepreneurs, and high-net-worth individuals.
• Collaborative professional environment with opportunities for technical leadership.
• Client-focused practice emphasizing quality, responsiveness, and strategic advisory services.
• Opportunity to contribute to client retention, service expansion, and professional staff development.
• No regular business travel required.

Compensation & Position Details

Base Salary: $140,000 – $170,000 annually

Employment Classification: Full-Time, Permanent

Benefits: Comprehensive employee benefits package.

Relocation Assistance: May be considered for an ideal candidate.

Bonus Compensation: Not offered.

Commission Compensation: Not applicable.

Overtime Eligibility: Not applicable.

Management Experience: Prior formal management experience is not required.

Why Join This Opportunity?

• Join an established accounting and tax advisory practice serving a sophisticated client base.
• Work on challenging and complex tax engagements.
• Develop meaningful relationships with business owners, entrepreneurs, and high-net-worth individuals.
• Apply advanced tax knowledge to strategic planning and advisory opportunities.
• Provide technical leadership and mentorship to accounting professionals.
• Receive competitive compensation and a comprehensive benefits package.
• Build a long-term career within a professional, client-focused environment.

Candidate Considerations

Candidates should demonstrate:

• An active CPA license in good standing.
• At least 5 years of relevant professional tax experience.
• Strong technical tax compliance and review experience.
• Experience working with complex business and individual tax returns.
• Excellent communication and client advisory capabilities.
• The ability to manage multiple engagements and deadlines independently.

This opportunity is not intended for:

• Candidates without an active CPA license.
• Entry-level accounting professionals without substantial tax experience.
• Candidates whose experience is limited primarily to bookkeeping or general accounting without complex tax compliance responsibilities.
• Candidates requiring employment visa sponsorship.

Confidential Search

Global Placement Firm is managing this opportunity on a confidential basis.

Qualified candidates who meet the required qualifications are encouraged to submit their resumes for consideration.

All candidate inquiries and submissions will be handled with professionalism and discretion.