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Job description
HNW/UHNW Individuals & Partnership Tax | Up to $220K + Awesome Benefits
One of San Francisco's most established independent CPA firms is looking for a Senior Tax Manager with a clear path to partnership.
They have been operating for over 40 years with no PE ownership or consolidation agenda. This firm does things the right way, with a long standing reputation and a client base built over decades of trust.
The Opportunity:
This isn't a lateral move. It's a seat that has led to partnership before - someone hired at this level six years ago made partner. The firm is selective about who they bring in at a senior level, and when they find the right person, the trajectory is real and they'll be in your corner with you.
You’ll work with high-net-worth individuals and families ($20M to $1B+) across the full complexity of their tax lives: trusts, partnerships, real estate, multi-entity structures. Senior client contact, end-to-end engagement ownership, and direct access to the Managing Partner.
What They're Looking For:
CPA licensed
15+ years in public accounting tax - individual, partnership, trust.
Currently operating at Director or Senior Manager level
HNW client experience is essential
If you've been developing your own client relationships or have portability, they want to hear about it
The Package:
Up to $220,000 base - higher conversations possible for candidates with book of business
Fully-funded HSA
Major medical with low employee premiums
20 days PTO + 5 additional days for overtime hours
If you're at Senior Manager or Director level in HNW tax and want genuine partnership track in a firm that's earned its reputation the old-fashioned way, this is worth a conversation. For the right candidate, this really is a career-defining opportunity.
Not quite the right fit, but exploring what's out there? Get in touch anyway.
We work with a range of independent CPA firms across California (San Francisco, San Jose, San Diego, Sacramento, LA) and we're regularly placing at Senior Associate, Manager and Senior Manager level across tax disciplines.
Reach out to Louis Fayers ( ) or Sam Croft ( ) to schedule a conversation.
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Worksite address
san francisco, CA, 94199, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.