Tax Manager - Ultra High Net Worth Individual Practice - San Jose or San Francisco
Listed on 2026-01-22
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Accounting
Tax Manager, Tax Accountant, Accounting Manager, Public Accounting -
Finance & Banking
Tax Manager, Tax Accountant, Accounting Manager
Overview
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 look forward to meeting driven, passionate and collaborative individuals to join our established and growing tax practice. We are seeking Tax Managers with 5+ years of 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.
Tax Managers work closely with our Senior Managers, Directors and Partners to provide innovative tax solutions for our sophisticated client base. We service a wide range of clients influenced by Silicon Valley, with our largest practice groups serving influential individuals in pre‑IPO and public companies, along with those running trade and investment partnerships across a variety of industries.
Primary responsibilities include reviewing complex returns as well as planning, projection and compliance projects. You will be responsible for providing thoughtful feedback to preparers and initial reviewers, corresponding with clients, and managing overall projects. Mentoring team members and transferring knowledge to those learning under you is highly valued by the Firm.
This position can be based out of our San Francisco or San Jose office, 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 5 years of public accounting experience serving complex, ultra-high net worth individuals
- Active CPA license 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 $120,000 - $175,000. The highest in this range will be considered for the most closely experienced candidates. This pay range reflects the San Francisco Bay Area 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.
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