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Senior Tax Preparer

United States, San Francisco · Job Posted January 22, 2026
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Job Description

Join a purpose-driven wealth management firm redefining client service and community impact. This nationally recognized team delivers personalized strategies for high-net-worth clients, combining innovative investment planning with values-led operations. You’ll work in a collaborative, growth-focused environment.

Job Responsibility

  • Lead preparation and review of individual tax returns (primarily 1040)
  • Work directly with clients to collect info, answer questions, and guide them through the tax process
  • Support estate and gift tax planning
  • Prepare California and multi-state returns
  • Conduct tax projections and provide strategic guidance on compliance
  • Stay current on tax laws and communicate complex issues clearly
  • Partner with wealth advisors and support internal education initiatives

Requirements

  • CPA or EA preferred
  • 3+ years tax prep experience with high-net-worth clients
  • Proficiency in Lacerte required
  • Strong experience in advanced tax topics: QSBS, 1031 exchanges, Opportunity Zones, charitable giving, stock compensation, retirement planning, capital gains, and tax-loss harvesting
  • Excellent communication, organization, and client-service skills
  • Ability to work independently in a fast-paced, dynamic environment
  • Tech-savvy with a drive for professional growth

Nice to have

1041/1065 experience a plus

What we offer

  • strong benefits
  • wellness and development stipends
  • support for volunteer and charitable efforts
  • medical, vision, dental, and life and disability insurance
  • eligible to enroll in company 401(k) plan

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