Tax Manager (Private Wealth)

Location: San Francisco, California, United States; work location status to be confirmed with the talent acquisition professional.

Salary: $99,000–$174,700 annual pay range in California; national range is $90,000–$134,400.

Company

hirify.global is a public accounting and advisory firm providing tax, assurance, and business advisory services through a global network.

What you will do

• Provide tax compliance and consulting services to high-net-worth individuals, multigenerational affluent families, family offices, private businesses, and investment entities.
• Prepare complex individual, partnership, S-corporation, trust, estate, gift, and state tax returns.
• Deliver proactive tax planning and strategic consulting involving federal estate, gift, charitable, and generation-skipping tax.
• Keep current with tax trends, developments, and technical authorities and apply them to complex client situations.
• Build internal and external client relationships, support business growth, and work with firm leadership.
• Mentor, coach, and support the professional development of team members.

Requirements

• Four-year degree.
• CPA, law license, or EA.
• At least five years of experience.
• Eligibility to work in the United States without sponsorship.

Nice to have

• Bachelor’s, master’s, or advanced degree in accounting.
• More than five years of federal tax compliance and consulting experience in a public accounting firm.
• More than two years of supervisory experience, including mentoring and counseling associates.
• Management, analytical, organizational, interpersonal, project management, and communication skills.
• Ability to lead and supervise others, provide exceptional client service, pursue continuous learning, understand both strategic context and details, demonstrate ethical judgment, and complete high-quality projects on time.
• Highly developed software and Microsoft Suite skills.

Culture & Benefits

• Flexibility in how and where work is completed, subject to role-specific work location requirements.
• Autonomy over schedules and career development through My Time Off, My Development, and Dress for Your Day programs.
• Firm-wide learning and development programs, coaching, and mentoring.
• Opportunities for career progression and meaningful relationships with clients, colleagues, and leadership.
• Friendships, social activities, and team outings supporting work-life balance.
• Compensation and benefits package for eligible employees.