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Ignited Recruiting

Tax Senior / Tax Manager

Ignited Recruiting, San Francisco, California, United States, 94199

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Our client is a well-established, relationship-driven CPA firm based in San Rafael, CA, serving closely held businesses, high-net-worth individuals, and family groups. They are seeking an experienced Tax Senior or Tax Manager to join their growing team and play a key role in client service and firm growth.

Responsibilities

Prepare and review complex federal and state tax returns for individuals, partnerships, S corporations, and C corporations.

Manage multiple client engagements from planning through completion, ensuring accuracy, timeliness, and compliance.

Provide proactive tax planning and consulting to clients, including entity structuring, multi-state issues, and year-round advisory support.

Research and interpret tax laws and regulations; prepare tax memoranda and communicate findings to clients and internal teams.

Serve as a primary point of contact for clients, building long-term relationships and acting as a trusted advisor.

Review work prepared by junior staff and provide coaching, mentorship, and technical guidance.

Qualifications

Bachelor’s degree in Accounting or related field required.

CPA license or CPA-eligible strongly preferred.

Minimum of 3+ years of experience in public accounting tax.

Experience with Lacerte highly preferred.

Experience with individual and business tax returns required; exposure to high-net-worth clients is a plus.

Strong technical tax knowledge and research skills.

Excellent communication skills and a client-focused mindset.

Ability to manage multiple deadlines in a collaborative, small-firm environment.

Strong work/life balance and flexible culture

Competitive compensation based on experience

Direct client exposure and meaningful advisory work

Opportunity for advancement into leadership

Supportive, close-knit team environment

If interested, please apply here or send your resume confidentially to Sion@ignitedrecruiting.com.

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