Tax Manager
Public Accounting Firm | San Francisco, CA | Hybrid/Remote (but within the Bay Area)
A nationally established public accounting and advisory firm is seeking a Tax Manager to join its San Francisco office. This role offers the opportunity to work with a diverse client base while leading engagements and mentoring developing professionals within a collaborative team environment.
The Tax Manager will play a key role in managing client relationships, reviewing complex tax work, and providing technical guidance across a range of engagements.
Key Responsibilities
- Lead and manage multiple tax engagements from planning through completion
- Review complex federal and state tax returns for corporations, partnerships, and high-net-worth individuals
- Perform technical tax research and develop practical solutions to client issues
- Identify potential tax risks and planning opportunities and discuss findings with senior leadership
- Review workpapers and documentation to ensure compliance with professional standards
- Serve as primary client contact for engagement-related matters
- Coordinate workflow, delegate assignments, and monitor deadlines
- Provide mentorship, training, and performance feedback to tax seniors and staff
- Communicate engagement status, technical matters, and client developments to firm leadership
- Stay current on tax law changes and evaluate impact on client engagements
- Participate in client development and relationship-building efforts
Qualifications:
- Bachelor’s degree in Accounting or related field required
- Approximately 6+ years of public accounting experience
- Active CPA license required or Enrolled Agent
- Minimum 3 years of supervisory or team leadership experience
- Experience reviewing complex tax returns and managing client engagements
- Strong technical research and analytical skills
- Ability to manage multiple priorities and meet deadlines
- Excellent written and verbal communication skills
- Proficiency with modern tax software and engagement management platforms
- Willingness to travel occasionally based on client needs
Preferred:
- Master’s degree in Taxation or Accounting
- Experience working with middle-market clients
- Exposure to multi-state and complex tax structures
Compensation & Benefits
- Base salary range: $135,000 – $175,000
- Performance-based bonus opportunity
- Comprehensive medical, dental, and vision coverage
- 401(k) with employer contribution
- Paid time off and professional development support
- Continuing education and certification assistance