tax - San Francisco, CA San Francisco, CA

Responsibilities: Lead and review complex tax engagements for individuals, businesses, partnerships, S corporations, and trusts Manage client relationships and serve as a year-round advisor to key clients Research complex tax matters and develop practical solutions Identify and implement tax planning opportunities aligned with client goals Oversee engagement workflow, deadlines, and deliverables with focus on quality and efficiency Mentor and develop junior team members; provide technical guidance to the tax team Collaborate with accounting and advisory professionals to deliver integrated solutions Identify process improvements and leverage technology to enhance client and employee experience Contribute to firm initiatives and growth of the tax practice Develop new and existing client relationships to support firm growth

Key requirements: CPA license required or strongly preferred 4-10+ years of public accounting tax experience Strong technical knowledge across individual and business taxation Experience managing complex tax engagements from planning through completion Experience working with business owners, entrepreneurs, and high-net-worth individuals a plus Strong client relationship and communication skills Experience mentoring and leading tax professionals Ability to work independently, prioritize, and own client relationships and engagements Collaborative leadership style with ability to develop people without micromanaging Desire to learn, grow, and contribute to a modern tax practice Entrepreneurial mindset and interest in shaping the firm’s future client relationship management communication skills mentoring and leadership individual and business taxation managing complex tax engagements tax research and problem solving