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Senior Tax Preparer — HNW Tax & Planning; Lacerte
Job in
San Francisco, San Francisco County, California, 94199, USA
Listed on 2026-01-10
Listing for:
BakerAvenue Wealth Management
Full Time
position Listed on 2026-01-10
Job specializations:
-
Finance & Banking
Tax Accountant -
Accounting
Tax Accountant
Job Description & How to Apply Below
A leading wealth management firm in San Francisco is seeking a Senior Tax Preparer. This role involves preparing and reviewing tax returns while directly liaising with high-net-worth clients. Candidates should have at least three years of tax preparation experience, preferably as an Enrolled Agent (EA) or CPA, and be proficient with Lacerte. Offering competitive benefits including health insurance and a 401(k) match, this full-time position promises a dynamic work environment focused on client success.
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Position Requirements
10+ Years
work experience
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