Overview:
Job Description-
Are you looking for more than just a job in accounting? Do you want a career where you are challenged, valued, and supported to grow into a future Partner? We are redefining the accounting profession with a collaborative, transparent, and client-focused approach. We’re seeking a Tax Accountant who is passionate about accounting, thrives in client interaction, and is eager to develop into a well-rounded financial advisor.
Responsibilities:
Prepare and review tax returns for individuals, trusts, corporations, and partnerships with accuracy and attention to detail. Communicate professionally and courteously with clients to gather information and provide tax guidance. Work directly with business owners, CEOs, and controllers of small to mid-sized businesses across the U.S. and globally. Participate in IRS dispute resolution, international tax, M&A projects, forensic accounting, audits, and strategic tax planning. Attend networking functions and seminars to maintain a presence in the San Francisco business community. Collaborate closely with partners and senior management on client projects. Participate in the firm’s strategic planning and contribute to decision-making processes.
What Makes us Different:
True Partner-In-Training program with a clear career track. Direct client contact from day one — unlike traditional firms. Critical thinking, communication, and writing skills development. Access to Sandler Sales Training. Work on diverse, complex projects — not just tax returns. Transparent financials and objective decision-making processes. No micromanagement — freedom to grow, learn, and stretch. Team-first mentality — you are never left alone on a project. Encouragement to take professional risks and make decisions backed by law & firm policy. Mistakes are seen as learning opportunities, not failures. No office politics — strict no gossip policy enforced. Complete inclusivity in client conversations and strategic decisions. Sincere mentorship from approachable partners and management.
Compensation & Incentives:
17.5% commission for new client referrals for 2 years (up to 35% total). 25% direct pay of billable hours; increases to 33% after 1,500 billed/realized hours. No requirement to work 55+ hour weeks like typical CPA firms. BNI Networking group membership sponsored. Partner support in closing new client deals — with no commission split.
Qualifications:
Degree in Accounting from a U.S. university. Progress toward CPA licensure. Experience in tax preparation at a CPA firm is preferred. Strong written and verbal communication skills. Excellent attention to detail, problem-solving skills, and critical thinking ability. Technologically proficient — comfortable with modern accounting and tax software. Ethical, responsive, and client-first mentality.
Our Core Values:
Extremely ethical, honest, and trustworthy. Deep technical expertise with a high standard of work. Aggressive but fully documented positions for clients. No shortcuts — mini-audits on all tax returns. Extremely organized with robust systems and procedures. High-level security and technology infrastructure. Caring and approachable staff. Collaborative, transparent, and supportive culture.
Skills Required:
CPA
