Senior Tax Manager - Ultra High Net Worth Individual Practice - San Francisco or San Jose
Listed on 2026-01-27
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Accounting
Senior Accountant, Tax Manager, Tax Accountant -
Finance & Banking
Tax Manager, Tax Accountant
Senior Tax Manager - Ultra High Net Worth Individual Practice - San Francisco or San Jose
Join the Frank, Rimerman family—consistently recognized as a top firm by organizations such as Vault, SF Business Times, Silicon Valley Business Journal, and Inside Public Accounting!
We are looking for Senior Tax Managers with 7+ years of ultra high‑net‑worth individual tax experience in public accounting. Experience with estate planning implementation via trusts is a plus for our larger individual clients. CPA licensure is required.
Senior Tax Managers work closely with Directors and Partners to provide innovative tax solutions for our highly sophisticated client base, serving a wide range of clients in Silicon Valley, including pre‑IPO, public companies, trade, and investment partnerships across various industries. Primary responsibilities include reviewing complex returns, planning, projection, and compliance projects. You will provide feedback to preparers and reviewers, correspond with clients, manage overall projects, mentor team members, and transfer knowledge.
The position can be based out of our San Francisco or San Jose offices, with 3 days per week expected on‑site.
Responsibilities- Review returns and other tax projects related to compliance, advisory, planning, research and consulting
- Anticipate and identify client tax issues and concerns, providing consultative and strategic solutions
- Mentor, train and supervise associates and senior associates
- Work with leadership to formulate strategic business and tax planning recommendations
- Identify ways to improve processes with a focus on providing the highest quality client service
- Participate in the recruitment of new staff
- Minimum of 7-8 years of public accounting experience serving complex ultra-high net worth individuals
- CPA licensed in California, required
- Bachelor's and/or master’s degree with an emphasis in accounting/taxation
- Experience training and mentoring staff
- Passionate professional who understands the value of developing others
The salary range for this position is $175,000 - $225,000. The highest in this range will be considered for the most closely experienced candidates. This pay range reflects the San Francisco Bay Area region only.
Applicants must be authorized to work in the United States. This position is not eligible for sponsorship and we do not sponsor applicants for work visas. It is our policy and intent to provide equal opportunity to all persons without regard to race, color, religion, sex, pregnancy, marital status, sexual orientation, age, national origin, disability, or medical condition as defined in state and federal laws.
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
- Mid‑Senior level
- Full‑time
- Accounting/Auditing and Finance
- Accounting
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