Tax Senior

The firm

An established independent CPA firm north of the Golden Gate Bridge, around 30 staff, roughly 40 years in business. The firm has grown from about 20 to 30 people organically over the past few years and works across individual, business, nonprofit, trust and audit rather than siloing staff into one return type.

The role

You'll handle a mix of preparation and review across individual, business, nonprofit and trust returns, with the balance shifting toward more review as your experience grows. Busy season (February to April) runs 50 to 55 billable hours a week at its peak, dropping to a standard 40 hours the rest of the year. There is a genuine path toward manager and partner here based on performance and client relationships, not a fixed track. Two current partners never held the title of manager before making partner.

What you will need

• Around 6 to 8 years of tax experience, comfortable moving between preparation and review

• A stable work history. This firm is looking for someone building a career here, not a two year stopover

• Willingness to talk directly to clients as your role grows

Lacerte experience is a plus. An existing or growing book of business is a plus, and any new business you bring in earns commission in perpetuity while that client stays with the firm.

What is on offer

• Base salary $130,000 to $170,000 depending on experience, plus bonus and commission upside

• Hybrid schedule, 2 days remote per week, non-consecutive and flexible week to week

• One busy season a year, capped around 55 hours during the final weeks of tax season

• Standard 40 hour weeks outside of February through April

• Office closed every Friday in July

• CPE, licensing and further tax education reimbursed

• An informal, effort based route toward manager and partner, with a partner-level opening likely to open up in the coming years

Apply to find out more.