Tax Manager - CPA Required

We are a midsize CPA firm located in downtown San Francisco with about 60 employees. We offer tax, accounting, audit, and CFO services to a diverse client base, including HNW/UHNW individuals, mid to large private entities, and industries such as tech, private equity, real estate, construction, manufacturing, and distribution. While we prefer candidates in the Bay Area, we offer some remote capabilities for those slightly further out.

About the role

We are seeking an experienced Manager to handle a generalist client book, perform return reviews, lead tax planning, and serve as the main point of contact for clients.

Responsibilities

• Prepare and review common tax returns (1040, 4065, 1120, 1120s, 1041, 706, 709, 990)
• Address complex tax issues, including 1031 exchanges, 754 step-ups, 704(b), 704(c), partnership re-orgs/restructures, and more
• Develop and execute successful tax planning and strategy
• Serve as the primary client contact and maintain strong client communication

Requirements

• 5+ years of public accounting experience
• Active CPA or EA certification
• Must be currently authorized to work in the United States without sponsorship for a non-immigrant visa

Benefits

• Competitive salary and performance-based incentives
• Comprehensive health, dental, and retirement benefits
• Professional development opportunities and support for continuing education
• Bonus opportunities
• Flexible hours and remote work capabilities