Autonomous Tax Manager — High-Net-Worth & Flow-Through

Faycroft Search; San Jose (CA); Hybrid; USD 120,000 - 180,000; Full time

Benefits offered by this job

No private equity ownership

Hybrid schedule after training

High autonomy

Long-tenured team

Ownership path potential

Job summary

Faycroft Search is seeking a Tax Manager in San Jose to join a small, stable team handling high-net-worth individuals and flow-through entities. You will review and prepare complex returns, work directly with clients, and leverage Lacerte with guidance from the owner.

The role offers a short in-office training period followed by a hybrid schedule, with firm staff who value stability and long tenure.

Qualifications

• CPA or EA license is required.
• Strong technical tax ability, especially for high-net-worth individuals and flow-through entities.
• Review experience at a manager level is required.
• Experience with Lacerte preferred.

Responsibilities

• Review and prepare individual and flow-through entity returns (S-Corps, LLCs, K-1s, complex 1099s).
• Work directly with clients and the owner; provide technical guidance.
• Use Lacerte for returns and related questions; resolve client issues.
• Participate in a training period in-office, then move to a hybrid schedule.

Skills

Tax expertise

High-net-worth tax

Review leadership

Education

CPA or EA license

Tools

Lacerte

Job description

Faycroft Search is seeking a Tax Manager in San Jose to join a small, stable team handling high-net-worth individuals and flow-through entities. You will review and prepare complex returns, work directly with clients, and leverage Lacerte with guidance from the owner.

The role offers a short in-office training period followed by a hybrid schedule, with firm staff who value stability and long tenure.