Tax Manager - Private Wealth/PCS

Location: USA, California, San Francisco, 50 Fremont St

Salary: $99,000–$174,700 in California; national pay range $90,000–$134,400 per year

Company

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

What you will do

• Provide tax compliance and consulting services to high-net-worth individuals, multigenerational affluent families, family offices, and their private businesses or investment entities.
• Prepare complex individual, partnership, S-corp, trust, estate, gift, and state tax returns.
• Deliver proactive tax planning and strategic consulting on federal estate, gift, charitable, and generation-skipping tax matters.
• Stay current on tax trends, technical developments, and authorities and apply them to complex client situations.
• Build internal and external client relationships, support business growth, and provide exceptional client service.
• Mentor, coach, lead, and support the professional development of team members.

Requirements

• Four-year degree required.
• CPA, law license, or EA required.
• Five years of experience required.
• Eligibility to work in the U.S. without sponsorship required.
• Demonstrated management, analytical, organizational, interpersonal, project management, and communication skills.
• Ability to lead and supervise others, provide exceptional client service, maintain ethical standards, commit to continuous learning, understand both strategic and detailed considerations, and complete projects with urgency and quality.
• Highly developed software and Microsoft Suite skills.

Nice to have

• Bachelor’s, master’s, or advanced degree in accounting.
• Five or more years of federal tax compliance and consulting experience in a public accounting firm.
• Two or more years of supervisory experience, including mentoring and counseling associates.
• Private Wealth industry experience.

Culture & Benefits

• Flexibility in how and where work is completed, subject to work-location requirements.
• Autonomy to manage schedules and career development through programs such as My Time Off, My Development, and Dress for Your Day.
• Firm-wide learning and development programs, direct coaching, and on-the-job mentoring.
• Team friendships, social activities, and outings supporting work-life balance.
• Compensation and benefits package for eligible employees.