Accounting Jobs in San Jose Peninsula

Tax Manager – Large Local South Bay Firm

Tax Manager

Supervising is for cold cubicles and leftovers for lunch. We don’t need more supervisors in the world. PFS’s partnering client is seeking a motivated Tax Manager that not only supervises but, trains and develops the firm’s professional staff. They pride themselves on being a trusted firm, and we know that they have that reputation because of their culture of integrity, growth, and innovation. If you are an enthusiastic and thoughtful problem-solver, then they want to hear from you.

Responsibilities:
  • Ensure quality tax and accounting services in compliance with GAAP and regulations
  • Build positive client relationships and provide exceptional client service
  • Conduct research on complex issues, and offer results and/or solutions to partners and clients
  • Plans, budgets, and organizes client engagements
  • Delegate and supervise the workload of staff for overall project management
  • Acting as a mentor, offer constructive feedback for the development of staff
  • Report to the partner group
Requirements:
  • 4+ years of experience in public accounting with heavy tax
  • Excellent communication, writing, analytical and problem-solving skills
  • Expert knowledge of tax regulations and GAAP
  • Efficient with ProSystem fx Tax and Engagement and Microsoft Excel
  • Active CPA license
  • Bachelor’s Degree in Accounting or Finance, Master’s Degree preferred
Salary: DOE

Please send your resume in Word format to:
Allan Fisher
Premier Financial Search
(661) 799-0101
[email protected]
www.pfssearch.com

Multiple positions are available with various firms.
If you have a background that includes public accounting but do not feel this position is an exact fit, please call or email a resume as our firm can assist you in placement with other prestigious CPA and Business Management firms.

Interested in Relocating?
We specialize in assisting qualified candidates from out of town through the search process. Please call to discuss your travel and relocation plans in more detail!

About Us
Premier Financial Search is recognized for consistently finding qualified candidates to directly fulfill our client’s needs. We specialize in the placing of Accounting and Financial professionals in CPA and Business management firms across California. Our clients include some of the Top National, Regional and Local Firms as well as entrepreneurial companies in Los Angeles, Orange County, San Diego County, Ventura County, The Bay Area, Texas, Washington, Oregon, and more.

 

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Tax Senior – Bay Area Family Office

Tax Senior

Our client is a respected and trusted Family Office Firm in the San Francisco Bay Area. They approach every client interaction with a goal to be a best-in-class wealth management provider, make an emotional connection, and provide an enhanced level of service and higher levels of satisfaction. Because of this, they are growing! They are attracting more clients, cultivating more profitable clients and making a greater contribution to the overall revenue and profitability. Naturally they are looking to expand their team of like-minded individuals. That’s where you come in.

They can provide professionals like you an energetic, exciting and rewarding environment that comes with growth and market leadership.

As a Tax Senior, you will be responsible for preparation and completion of work papers and client deliverables (i.e. tax returns).  This individual directly supports the Manager/Principal/Director, and ultimately the Partner.

Responsibilities:
  • Prepare all tax deliverables through assignment of returns and related filings (extensions, etc) for assigned clients/entities; modify deliverables upon review by Manager/Principal/Director
  • Maintain work standards that minimize risk exposure
  • Provide detailed focus on assigned projects, and alert the Manager/Principal/Director of technical tax issues that may arise; participate in discussions regarding resolution of tax issues
  • Deliver timely and quality work products, i.e. tax returns and work papers that meet or exceed internal (Manager/Principal/Director) and external (client) expectations
  • Apply tax knowledge to individual client situations
  • Develop ability to research technical tax issues and assist client service team in forming conclusions related to complex tax issues
  • Support management of existing client revenue through review of work in progress (WIP’s) and preparation of billings for special projects/consulting services provided to the client
  • Begin to form initial networks of internal and external (attorneys and brokers) parties to form strong working relationships that may grow existing business and/or lead to development of new business opportunities
  • Proactively communicate areas where technical tax knowledge is needed, and work with Manager/Principal/Director to determine personal development
  • Mentor and help Managers train and supervise tax associates
Requirements:
  • Bachelor’s Degree in Accounting, Finance, Economics, or Business
  • MBA or MST highly desired
  • CPA license highly desired
  • 2+ years of experience of individual, fiduciary and entity tax compliance and tax issues
  • Strong accounting and analytical skills
  • Basic knowledge of investments, financial planning, and estate planning a plus
Salary: $89,000 – $121,000

Please send your resume in Word format to:
Allan Fisher
Premier Financial Search
www.pfssearch.com
[email protected]
661-799-0101

Let’s Connect & Explore Your Options

We are actively hiring for a range of positions across multiple firms. If you have a background in public accounting, but feel this specific role isn’t quite the right fit, let’s connect! Send us your resume, and we’ll work with you to explore opportunities with other top-tier CPA and Business Management firms that align with your career goals.

About Us

Premier Financial Search is recognized for consistently connecting highly qualified candidates with leading firms. We specialize in placing Accounting and Financial professionals within CPA and Business Management firms. We work with national, regional, and local firms, as well as innovative entrepreneurial companies, across California, Illinois, Texas, Georgia, Washington, and beyond—including major markets like Los Angeles, Chicago, Seattle, Atlanta, Austin, and Dallas.

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Tax Manager – Bay Area Family Office

Tax Manager

Our client is a respected and trusted Family Office Firm in the San Francisco Bay Area. They approach every client interaction with a goal to be a best-in-class wealth management provider, make an emotional connection, and provide an enhanced level of service and higher levels of satisfaction. Because of this, they are growing! They are attracting more clients, cultivating more profitable clients and making a greater contribution to the overall revenue and profitability. Naturally they are looking to expand their team of like-minded individuals. That’s where you come in.

They can provide professionals like you an energetic, exciting and rewarding environment that comes with growth and market leadership.

As a Tax Manager, you will apply your technical tax knowledge and skills to oversee and manage the completion of client projects and tax deliverables. Mentor and work with staff resources to ensure successful completion of deliverables. This role directly reports to the Principal and/or a Director.

Responsibilities:
  • Manage tax and compliance deliverables within Family Office Services (FOS) through assignment of returns and related filings (extensions, etc)
  • Provide detailed focus on projects, and alert the Principal/Director of technical tax issues that may arise; Prepare and provide details for discussion and resolution
  • Ensure tax compliance (accurate and timely filings, extensions, review of tax returns for client and related entities)
  • Successfully research technical tax issues (e.g. Tax Code, RIA) and assist client service team in forming conclusions related to complex tax issues
  • Support management of existing client revenue through review of works in progress and preparation of billings for special projects/consulting services provided to the client
  • Begin to form initial networks of internal and external (attorneys and brokers) parties to form strong working relationships that may grow existing business and/or lead to development of new business opportunities
  • Proactively communicate and discuss impact of technical tax matters and communicate to client’s tax changes, implications and potential impact to their financial strategies and goals
  • Coach and mentor tax seniors and tax associates
  • Support Principal/Director in providing family office services to clients including review of financial statements, communicating with outside service providers (brokers, attorneys, etc.)
  • Manage all tax deliverables: gather and review tax data from client, assign staff resources to prepare work papers and tax returns and oversee detailed review of prepared returns
  • Ensure accuracy of all tax deliverables and consistency of the design and content of presentations and work papers
  • Act as a role model to staff members to build team expertise and knowledge sharing
Requirements:
  • Bachelor’s Degree in Accounting, Finance, Economics, or Business
  • MBA or MST highly desired
  • CPA license or Law Degree
  • 4+ years of experience of individual, fiduciary and entity tax compliance and tax issues
  • Strong accounting and analytical skills
  • Strong knowledge of investments, financial planning, estate planning, philanthropy, and general business planning
Salary: $131,000 – $166,000

Please send your resume in Word format to:
Allan Fisher
Premier Financial Search
www.pfssearch.com
[email protected]
661-799-0101

Let’s Connect & Explore Your Options

We are actively hiring for a range of positions across multiple firms. If you have a background in public accounting, but feel this specific role isn’t quite the right fit, let’s connect! Send us your resume, and we’ll work with you to explore opportunities with other top-tier CPA and Business Management firms that align with your career goals.

About Us

Premier Financial Search is recognized for consistently connecting highly qualified candidates with leading firms. We specialize in placing Accounting and Financial professionals within CPA and Business Management firms. We work with national, regional, and local firms, as well as innovative entrepreneurial companies, across California, Illinois, Texas, Georgia, Washington, and beyond—including major markets like Los Angeles, Chicago, Seattle, Atlanta, Austin, and Dallas.

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Tax Staff Accountant – Bay Area Family Office

Tax Staff

Our client is a respected and trusted Family Office Firm in the San Francisco Bay Area. They approach every client interaction with a goal to be a best-in-class wealth management provider, make an emotional connection, and provide an enhanced level of service and higher levels of satisfaction. Because of this, they are growing! They are attracting more clients, cultivating more profitable clients and making a greater contribution to the overall revenue and profitability. Naturally they are looking to expand their team of like-minded individuals. That’s where you come in.

They can provide professionals like you an energetic, exciting and rewarding environment that comes with growth and market leadership.

As a Tax Staff Accountant, you will be responsible for preparation and completion of tax documents and client deliverables.  This position works under the direct guidance of the Tax Manager/Principal.

Responsibilities:
  • Gain a basic understanding of the client’s financial, business and family goals
  • Prepare tax deliverables: multitasking preparation of workpapers, input of data to tax return software program, and printing of all applicable filings/returns for review
  • Ensure accuracy of all tax deliverables and consistency of the design and content of presentations and work papers
  • Learn to use computer programs specific to preparation of tax returns and tax projections (i.e. CCH, Access and BNA Tax Software)
  • Prepare tax deliverables through assignment of returns and related filings (extensions, etc.) for assigned clients/entities, and modifications upon review of deliverables by Manager/Principal  Maintain work standards that minimize risk exposure
  • Provide detailed focus on assigned projects and alert the Manager/Principal of technical tax issues that may arise; participate in discussions regarding resolution of tax issues
  • Deliver timely and quality work-product that meets or exceeds internal (Manager/Principal) and external (client) expectations
  • Apply tax knowledge to client situations, and work to expand knowledge over a broad range of entities and situations
  • Proactively communicate areas where technical tax knowledge is needed, and work with Manager/Principal to determine and achieve personal and career development
Requirements:
  • Bachelor’s Degree in Accounting or related field
  • 1 to 2 years of experience (either internship or prior work experience) in public accounting
  • Creative problem solving
  • Client Service mindset must be a strength
  • Strong written and verbal communication skills
Salary: $75,000 – $97,000

Please send your resume in Word format to:
Allan Fisher
Premier Financial Search
www.pfssearch.com
[email protected]
661-799-0101

Let’s Connect & Explore Your Options

We are actively hiring for a range of positions across multiple firms. If you have a background in public accounting, but feel this specific role isn’t quite the right fit, let’s connect! Send us your resume, and we’ll work with you to explore opportunities with other top-tier CPA and Business Management firms that align with your career goals.

About Us

Premier Financial Search is recognized for consistently connecting highly qualified candidates with leading firms. We specialize in placing Accounting and Financial professionals within CPA and Business Management firms. We work with national, regional, and local firms, as well as innovative entrepreneurial companies, across California, Illinois, Texas, Georgia, Washington, and beyond—including major markets like Los Angeles, Chicago, Seattle, Atlanta, Austin, and Dallas.

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Tax Senior – Remote Opportunity At South Bay Firm

Tax Senior

Your strong leadership skills, whether they come with a fierce passion or a quiet strength, will help you to thrive with our partner in the South Bay as a Tax Senior. They want to support you as you support their team; they look to hire someone they can trust to bring into their family, their firm. Extending to US Candidates this role will be 100% remote, 100% of the time, so trust and communication are crucial.

Responsibilities:
  • Review and manage individual and partnership tax planning, consulting and compliance
  • Prepare and review complex federal and state income tax returns
  • Assist Managers in identifying and researching various client issues, and regularly communicate with clients and management
  • Recognize opportunities to provide additional services to new or existing clients
  • Coach, develop, and mentor staff associates, including interns
Requirements:
  • CPA certification required or in progress
  • Bachelor of Science in Accounting
  • Master of Science in Taxation preferred, but not required
  • At least 3 years of current public accounting experience
  • Must have strong technical knowledge, oral and written communication skills
  • Applicants must be currently authorized to work in the United States on a full-time basis
Salary: $162,000 – $179,000

Please send your resume in Word format to:
Allan Fisher
Premier Financial Search
www.pfssearch.com
[email protected]
661-799-0101

Let’s Connect & Explore Your Options

We are actively hiring for a range of positions across multiple firms. If you have a background in public accounting, but feel this specific role isn’t quite the right fit, let’s connect! Send us your resume, and we’ll work with you to explore opportunities with other top-tier CPA and Business Management firms that align with your career goals.

About Us

Premier Financial Search is recognized for consistently connecting highly qualified candidates with leading firms. We specialize in placing Accounting and Financial professionals within CPA and Business Management firms. We work with national, regional, and local firms, as well as innovative entrepreneurial companies, across California, Illinois, Texas, Georgia, Washington, and beyond—including major markets like Los Angeles, Chicago, Seattle, Atlanta, Austin, and Dallas.

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Senior Tax Manager – Large National Firm

Senior Tax Manager

If you enjoy being surrounded by talented and caring coworkers, doing challenging yet rewarding work, then PFS has found where you belong: with our partner in the Bay Area. Your strong leadership skills, whether they come with a fierce passion or a quiet strength, will help you to thrive there as a Senior Tax Manager. They want to support you as you support their team; they look to hire someone they can trust to bring into their family, their firm.

Responsibilities:
  • Work directly with partners and staff to ensure efficiency, accuracy, and budget expectations
  • Review, prepare, and manage multiple C-corporation, S-corporation and partnership tax returns
  • Mentor and train staff, seniors, and managers
  • Maintain quality client relationships
  • Business Development
Requirements:
  • 10+ years of experience
  • Master of Science in Taxation preferred but not required
  • Knowledge of estate planning, trust and real estate a plus
  • Excellent leadership and quality of service
  • CPA License

Salary: DOE

For consideration, please send resume to:
Allan Fisher
Premier Financial Search
[email protected]
www.pfssearch.com
661-799-0101

Let’s Connect & Explore Your Options

We are actively hiring for a range of positions across multiple firms. If you have a background in public accounting, but feel this specific role isn’t quite the right fit, let’s connect! Send us your resume, and we’ll work with you to explore opportunities with other top-tier CPA and Business Management firms that align with your career goals.

About Us

Premier Financial Search is recognized for consistently connecting highly qualified candidates with leading firms. We specialize in placing Accounting and Financial professionals within CPA and Business Management firms. We work with national, regional, and local firms, as well as innovative entrepreneurial companies, across California, Illinois, Texas, Georgia, Washington, and beyond—including major markets like Los Angeles, Chicago, Seattle, Atlanta, Austin, and Dallas.

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