Ready for a career that offers growth, flexibility, and a personal touch?

Join a small firm with 40+ years of experience, where you'll work with high-net-worth clients—think the kind you see showing up on your news feed, social media, or hear about on TV and the radio. This firm values its people, offers a great work-life balance, and fosters an environment where you can truly grow.

What You’ll Do:

• Manage tax returns for individuals and businesses.
• Create tax strategies to save clients money.
• Stay up-to-date on tax laws to ensure compliance.
• Mentor junior team members.
• Build strong relationships with clients and stakeholders.

What They’re Looking For:

• CPA certification (required).
• 5-8 years of experience in individual and corporate tax. High net worth experience. 
• Strong communication and team skills.
• Must be able to commute to San Francisco.

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.
• Phenomenal Benefits:
  • 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.

If you want to work with impressive clients in a small firm that offers balance and career growth, apply today!