| Location | San Francisco, CA |
| Salary | $120,000–$150,000 Per Year |
Location: San Francisco, CA
Salary: $120,000–$150,000 annually, depending on qualifications and experience
Employment Type: Full-Time
Work Schedule: Monday–Friday | 100% Onsite
CornerStone Professional Placement is partnering with a growing public accounting firm in San Francisco to recruit an experienced Tax Manager / Senior Tax Manager specializing in high-net-worth individuals, estate planning, and complex taxation.
This newly created position offers the opportunity to work with sophisticated high-net-worth and ultra-high-net-worth clients while serving as a trusted technical advisor and mentor to an established tax team.
The ideal candidate brings a strong public accounting background, an active CPA license, extensive experience in individual and fiduciary taxation, and a passion for developing others. This opportunity is well suited for a hands-on tax professional who enjoys client interaction, technical problem-solving, mentoring, and contributing to the continued growth of a firm.
Provide final technical review of complex individual, trust, estate, and gift tax returns, including Forms 1040, 1041, 706, and 709.
Manage tax engagements for high-net-worth individuals, families, trusts, estates, and closely held business owners.
Advise clients on estate and gift tax planning, wealth transfer strategies, trust structures, charitable giving, and income distribution.
Provide guidance on equity compensation, including ISOs, NSOs, RSUs, ESPPs, restricted stock, and AMT considerations.
Oversee complex tax matters involving partnerships, S corporations, private foundations, trusts, and family holding entities.
Manage multi-state tax compliance, estimated payments, extensions, projections, and filing deadlines.
Research complex tax issues and provide clear, practical recommendations to clients and internal stakeholders.
Collaborate directly with clients, attorneys, financial advisors, and other professionals on sophisticated tax planning matters.
Represent clients in IRS and state tax examinations as needed.
Mentor, train, and review the work of tax staff and senior accountants.
Lead technical training, identify process improvements, and contribute to new client development.
Active CPA license required.
Extensive public accounting tax experience, with 15+ years required for Senior Tax Manager consideration.
Demonstrated experience working with high-net-worth individuals, families, and closely held business owners.
Strong technical expertise in individual, fiduciary, estate, and gift taxation.
Experience reviewing complex Forms 1040, 1041, 706, and 709.
Knowledge of trust accounting, Subchapter J, and flow-through entities.
Hands-on experience with equity compensation planning and AMT considerations.
Experience managing complex tax engagements and maintaining direct client relationships.
Strong leadership, mentoring, and communication skills.
Proficiency in CCH Axcess Tax and Microsoft Excel.
Bachelor's degree in Accounting or a related field.
Master's degree in Taxation.
Experience working with ultra-high-net-worth individuals and complex family wealth structures.
Advanced equity compensation analysis, including exercise and sale timing, multi-state sourcing, and AMT modeling.
International tax reporting exposure, including FBAR and Forms 8938, 3520, and 5471.
Experience leading technical training and implementing process improvements.
Base Salary: $120,000–$150,000 annually, depending on experience and qualifications.
Annual performance bonus.
Comprehensive benefits package.
Collaborative, team-oriented work environment with an emphasis on mentorship and professional development.
This position is 100% onsite in San Francisco, Monday through Friday. The firm operates in a fast-paced, deadline-driven public accounting environment with complex client engagements and a strong emphasis on technical accuracy, collaboration, and client service.
The ideal candidate thrives in a hands-on, collaborative environment, enjoys mentoring team members, and can effectively manage multiple engagements and competing deadlines.
If you are an experienced public accounting tax professional with an active CPA license, a strong background in high-net-worth taxation, and a passion for client service and team development, we encourage you to apply!
Equal Opportunity Statement: CornerStone Professional Placement is an equal opportunity employment agency. Qualified applicants will receive consideration without regard to race, color, religion, sex, gender identity or expression, sexual orientation, national origin, ancestry, age, disability, marital status, veteran status, or any other characteristic protected by applicable law.
California & San Francisco Fair Chance Notice: Pursuant to the San Francisco Fair Chance Ordinance and California Fair Chance Act, qualified applicants with arrest and conviction records will be considered for employment in accordance with applicable law.