What are the responsibilities and job description for the Senior Tax Manager - High Net Worth position at First Search Inc.?

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Now hiring a Senior Tax Manager in San Francisco ! (Candidate needs to currently be commutable to the San Francisco, CA office.)

If you’re coming from a large firm, get ready for a refreshing change. Our client, with over 40 years of experience and a close-knit team of approximately 65 professionals, prioritizes both its people and clients. Work-life balance is a key value here—you’ll finish your day at a reasonable hour and still have time for family, friends, and the things you enjoy. They are currently seeking a Senior Tax Manager with a CPA, specializing in individual tax for high-net-worth clients, S Corps, real estate tax, partnerships, and more. Each day will present new and interesting challenges, offering opportunities to learn, grow, and advance your career.

Responsibilities

Manage and oversee the preparation and filing of individual and corporate tax returns.
Develop and implement strategic tax planning initiatives to minimize client liabilities.
Stay current on tax laws and regulations, conducting research to ensure compliance and uncover tax-saving opportunities.
Review and analyze financial data to ensure accuracy and completeness for tax purposes.
Provide expert guidance and advice to clients on complex tax-related matters.
Supervise and mentor junior tax associates, fostering a culture of growth and collaboration.
Communicate effectively with clients, tax authorities, and other stakeholders to build lasting relationships.

Qualifications

Bachelor’s or Master’s degree in Accounting, Finance, or a related field.

CPA certification is required.

Minimum of 10 years’ experience in individual and corporate tax, with a strong focus on high-net-worth clients.

Proficiency in tax preparation software.

Strong communication and interpersonal skills, with the ability to work both independently and collaboratively.

Needs to currently be commutable to the San Francisco, CA office.

What They Offer

Hybrid Schedule : Get trained in a supportive environment with a hybrid schedule—3 days in the office and 2 days working from home.

Longevity : This could be your forever home. The median employee tenure is 7.5 years, reflecting the supportive and stable work environment.

Path to Partnership : There is strong potential to become a Partner in the future, for those seeking long-term growth and leadership opportunities.

401(k) : First year includes a 3% employer contribution (no match required). Starting in your second year, the firm adds an impressive 7%, no match required.

Generous PTO : Begin with 20 days of paid time off from day one.

Work-Life Balance : Enjoy a manageable workload of 40-45 hours per week, with 60-65 hours during the busy season.

Diverse Clientele : You'll work with truly high-net-worth individuals, including some of the wealthiest and most well-known people in the Bay Area.

Career Development : Comprehensive training programs, mentorship opportunities, and full support for certifications to help you grow in your career.

Cutting-Edge Technology : Leverage advanced accounting tools and technology to enhance efficiency and deliver exceptional results.

Collaborative Culture : Be part of a team that values knowledge-sharing, innovation, and a supportive work environment.

About the Firm - With over 40 years of experience, the firm has earned its reputation as a trusted partner for high-net-worth individuals and their businesses. Specializing in creative and effective tax solutions, the firm combines accounting and legal expertise to deliver exceptional results. Its close-knit, collaborative culture ensures employees feel valued and supported while working toward shared success.

Candidate needs to currently be commutable to the San Francisco, CA office. This is more than just a job—it’s a career opportunity with purpose and balance. Apply today and discover a place where you can truly thrive!

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Accounting / Auditing

Industries : Accounting

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Senior Tax Manager - High Net Worth

What are the responsibilities and job description for the Senior Tax Manager - High Net Worth position at First Search Inc.?

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