Tax Manager

Location: Hybrid (San Francisco Bay Area)

Premier Financial Search

We’re seeking a Tax Manager to join a growing firm serving high-net-worth individuals and closely held businesses. This is a hands-on seat for someone who likes owning client work end-to-end (compliance and planning) and who cares about getting the details right. Ideal for a strong public accounting generalist who wants real ownership and responsibility.

Responsibilities:

  • Manage a book of private client tax engagements across compliance and planning
  • Review and prepare complex individual and fiduciary returns
  • Advise closely held business owners on year-round tax strategy and execution
  • Coordinate directly with clients to gather info, set timelines, and drive deliverables
  • Lead day-to-day engagement workflow and ensure technical accuracy and clean workpapers
  • Partner with internal leadership to improve processes and raise the bar on quality
  • Support and mentor junior staff (review, guidance, and technical development)

Qualifications:

  • 5–8 years of public accounting tax experience
  • Strong technical foundation in 1040 and 1041 compliance + planning
  • Experience advising closely held businesses and owner-operators
  • High attention to detail; produces tight, review-ready work
  • CPA preferred

Salary: $150K/yr – $180K/yr + Stock options

Application Instructions:
Please send your resume in Word format to:
Abby Loney
Premier Financial Search
www.pfssearch.com
abby@pfssearch.com

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. This includes major markets like Los Angeles, Chicago, Seattle, Atlanta, Austin, and Dallas.

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