A well-established independent CPA firm in San Francisco is looking to hire an experienced Tax Manager to lead private client and HNWI work. The firm advises entrepreneurs, business owners, executives and multi-generational families, with a strong focus on complex US individual tax issues rather than volume compliance.

This is a hands-on role with clear progression, direct client exposure, and influence over how work is delivered.

The Role

• Manage a portfolio of high-net-worth individual and family clients

• Review and advise on complex US individual returns (Forms 1040, 1041, 709, multi-state)

• Lead planning around trusts, estates, gifting, equity compensation and investment structures

• Act as the primary point of contact for key clients, building long-term advisory relationships

• Review work prepared by Seniors and Associates; mentor and develop junior staff

• Work closely with Partners on technical matters and client strategy

Why this firm?

• Genuine private client focus – no mass-market returns

• Stable, well-run independent firm with low turnover

• Real autonomy and visibility at Manager level

• Clear route to Senior Manager and beyond for the right person

• Competitive salary, bonus and benefits, with flexible hybrid working

What typically fits…

• CPA qualified (or close to completion)

• Strong background in US individual / private client tax within public accounting

• Experience advising HNWIs, business owners or family offices

• Comfortable with complex planning, not just compliance

• Confident communicator who can operate directly with sophisticated clients

This role suits a Tax Manager who enjoys depth over volume and wants to build a long-term career advising high-value private clients in a collaborative San Francisco firm.