Junior Tax Manager

About the Firm:
Join a long-established CPA firm specializing in trust and estate taxes for Ultra-High Net-Worth clients. Known for professional excellence, a supportive team culture, and a commitment to delivering top-tier client service, the firm offers an exceptional opportunity for growth and career development.

Position Summary:
We are seeking a dynamic and experienced Junior Tax Manager ready to lead and grow within our tax practice. This role involves providing tax compliance and advisory services, managing a small team of professionals, and contributing to the firm's strategic goals, including a pathway to partnership.

Location: San Francisco, CA (Hybrid)
Compensation: 120-130k (DOE)

Key Responsibilities:

Tax Compliance and Advisory:

• Oversee the preparation and review of complex tax returns, including corporate, partnership, individual, and fiduciary tax filings.
  
  
• Provide expert-level tax planning and consulting services to clients, focusing on strategies to minimize tax liabilities and maximize financial opportunities.
  
  
• Ensure compliance with federal, state, and local tax regulations, staying current on changes in tax laws and regulations.

Leadership and Management:

• Mentor a team of tax professionals, providing guidance, training, and performance evaluations.
  
  
• Act as a resource for resolving complex tax issues and provide technical expertise to the team and clients.
  
  
• Collaborate with firm leadership to set strategic goals and drive business development initiatives.

Client Relationship Management:

• Build and maintain strong client relationships, serving as a trusted advisor and primary point of contact for tax-related matters.
  
  
• Participate in client meetings to discuss financial and tax strategies, addressing inquiries with professionalism and clarity.

Qualifications:

• CPA designation preferred.
  
  
• Minimum of 5 years of progressive tax experience, with a focus on high-net-worth individuals and complex tax scenarios.
  
  
• Proven leadership and team management experience.
  
  
• Strong technical knowledge of federal, state, and local tax regulations.
  
  
• Excellent communication and client relationship management skills.

What We Offer:

• Hybrid flexibility.
  
  
• Solid work-life balance
  
  
• Competitive compensation and benefits, including additional PTO for overtime.
  
  
• Professional development opportunities and a clear path to partnership.

If you're ready to take the next step in your career and join a firm that values excellence, collaboration, and growth, we want to hear from you!