Quick Summary
Overview
Location: San Francisco, California, United StatesCompensation: $140,000 – $170,
Technical Tools
Finance & AccountingTax Specialist
Responsibilities
~1 min read- →Lead tax planning, preparation, and review for complex corporate, partnership, trust, and high-net-worth individual tax returns.
- →Oversee multiple tax compliance and advisory engagements, ensuring accuracy and timely completion.
- →Develop proactive tax planning strategies that address clients' financial and business objectives.
- →Maintain high standards of technical accuracy, regulatory compliance, and client service.
- Serve as a trusted tax advisor to small businesses, entrepreneurs, and high-net-worth individuals.
- Build, maintain, and expand long-term client relationships.
- Provide strategic guidance regarding federal, state, and local tax matters.
- Identify tax-saving opportunities and recommend appropriate planning strategies.
- Support client relationships during practice transitions and identify opportunities to expand advisory services.
- Review complex tax returns, technical workpapers, and supporting documentation prepared by senior and staff accountants.
- Provide technical guidance and professional mentorship to accounting professionals.
- Support staff development through coaching, feedback, and knowledge sharing.
- Ensure consistency and quality throughout the tax preparation and review process.
- Conduct technical research involving complex federal, state, and local tax matters.
- Monitor changes in tax legislation, regulations, and compliance requirements.
- Evaluate the impact of tax law changes on client planning strategies.
- Manage communications and correspondence with federal and state taxing authorities.
- Ensure tax engagements comply with applicable regulatory and professional standards.
Requirements
~1 min read- Active Certified Public Accountant (CPA) license — mandatory.
- Bachelor's degree in Accounting, Finance, or a related field.
- Minimum of 5 years of professional tax experience, preferably within public accounting or tax advisory services.
- Strong experience preparing and reviewing complex corporate, partnership, trust, and individual tax returns.
- Comprehensive knowledge of federal, state, and local tax laws and regulations.
- Demonstrated experience managing tax compliance and advisory engagements.
- Experience advising business owners, entrepreneurs, and high-net-worth individuals.
- Strong technical research, analytical, and problem-solving capabilities.
- Excellent written and verbal communication skills.
- Strong organizational abilities and experience managing multiple client engagements and deadlines.
- Master's degree in Taxation (MST).
- Approximately 5–7 years or more of progressive tax experience.
- Experience providing sophisticated tax planning and advisory services.
- Background working with high-net-worth individuals and closely held businesses.
- Experience mentoring and developing professional accounting staff.
- Experience supporting client relationships during practice transitions.
- Demonstrated ability to identify opportunities for expanded client advisory services.
- Is an actively licensed CPA with a strong foundation in tax compliance and advisory services.
- Has experience managing complex tax engagements and delivering strategic solutions.
- Is comfortable working directly with business owners, entrepreneurs, and high-net-worth clients.
- Demonstrates excellent judgment, professionalism, and attention to detail.
- Can independently manage multiple priorities in a deadline-driven environment.
- Enjoys mentoring accounting professionals and sharing technical expertise.
- Takes a proactive approach to identifying tax planning opportunities.
- Values long-term client relationships and exceptional service.
- Is seeking a stable, long-term opportunity with professional growth potential.
- Established accounting and tax advisory practice.
- Diverse client portfolio consisting of small businesses, entrepreneurs, and high-net-worth individuals.
- Collaborative professional environment with opportunities for technical leadership.
- Client-focused practice emphasizing quality, responsiveness, and strategic advisory services.
- Opportunity to contribute to client retention, service expansion, and professional staff development.
- No regular business travel required.
What We Offer
~1 min read✓An active CPA license in good standing.
✓At least 5 years of relevant professional tax experience.
✓Strong technical tax compliance and review experience.
✓Experience working with complex business and individual tax returns.
✓Excellent communication and client advisory capabilities.
✓The ability to manage multiple engagements and deadlines independently.
- Candidates without an active CPA license.
- Entry-level accounting professionals without substantial tax experience.
- Candidates whose experience is limited primarily to bookkeeping or general accounting without complex tax compliance responsibilities.
- Candidates requiring employment visa sponsorship.
Global Placement Firm is managing this opportunity on a confidential basis.
Qualified candidates who meet the required qualifications are encouraged to submit their resumes for consideration.
Location & Eligibility
Where is the job
San Francisco, United States
On-site at the office
Who can apply
US
About this job
- Pay per year
- $140,000–$170,000 a year
- 22% above the $127,500 median for Tax Specialist jobs on Jobera (144 salaries).
- Who can apply
- United States
- Posted
- Today
Listing Details
- First seen
- October 20, 2026
- Last seen
- October 20, 2026
Posting Health
- Days active
- 0
- Repost count
- 0
- Trust Level
- 68%
- Scored at
- October 20, 2026
Signal breakdown
freshnesssource trustcontent trustemployer trust
4 other jobs at
View all →Browse Similar Jobs
Accountant4.7kFinance Manager1.7kPersonal Banker1.7kFinancial Analyst1.7kController1.2kFinancial Advisor1.1kTax822Underwriter722Accounting Manager686Audit678Payroll Specialist638Bank Branch Manager540Loan Officer461Accounts Payable435Claims Adjuster369Compliance Analyst367Financial Planning366Insurance Agent362Treasury334Accounts Payable Specialist322
Newsletter
Stay ahead of the market
Get the latest job openings, salary trends, and hiring insights delivered to your inbox every week.
A
B
C
D
No spam. Unsubscribe at any time.