A highly regarded independent CPA firm in San Francisco is hiring a Senior Tax Manager to lead its private client and HNWI practice. This is a senior, advisory-led role working directly with Partners on complex client matters, with clear scope for progression to Director or Partner.

The firm advises entrepreneurs, ultra-high-net-worth individuals, and multi-generational families, focusing on sophisticated planning rather than high-volume compliance.

The role

• Lead a portfolio of high-net-worth and ultra-high-net-worth individuals and family groups

• Act as the primary adviser on complex US individual tax matters, including trusts, estates, gifting, and wealth transfer

• Oversee and review complex returns (Forms 1040, 1041, 709, multi-state filings)

• Drive tax planning strategies around equity compensation, business ownership, and investment structures

• Manage and develop Managers, Seniors, and Associates

• Partner closely with firm leadership on technical matters, client strategy, and practice development

What typically fits…

• CPA qualified

• Extensive experience in US individual / private client tax within public accounting

• Strong exposure to HNWIs, business owners, trusts and estates

• Comfortable operating at a senior advisory level with sophisticated clients

• Leadership mindset with experience managing teams and client relationships

Why this firm?

• True private client and advisory focus

• Stable, profitable independent firm with a strong HNWI reputation

• High level of autonomy and influence

• Clear pathway to Director or Partner for the right individual

• Competitive Senior Manager compensation, bonus, and flexible hybrid working

This role suits an experienced Senior Tax Manager who wants influence, technical depth, and a clear long-term future within a high-quality San Francisco firm.