Remote Tax Principal, Real Estate & Wealth Clients

Swell Recruit LLC; San Francisco (CA); Remote; USD 180,000 - 280,000; Full time

Job summary

A leading tax services firm in San Francisco is looking for a Tax Principal to provide comprehensive tax services to high-net-worth clients. This role requires managing client relationships and supervising staff to ensure client satisfaction. Ideal candidates should have 6-12 years of public accounting experience, a Bachelor's or Master’s in Accounting, and CPA certification or equivalent. Join a dynamic team focused on creativity and innovation in serving diverse clients.

Qualifications

• 6-12 years of recent public accounting experience.
• Strong technical knowledge with a developing area of expertise.
• CPA preferred or J.D./LLM in Taxation.

Responsibilities

• Manage day-to-day client relationships for satisfaction.
• Seek opportunities for creativity in client service.
• Supervise staff effectively.
• Collaborate with partners and staff to meet client expectations.

Skills

Public accounting experience

Technical knowledge in taxation

Client relationship management

Supervising staff

Creativity and innovation in service

Education

Bachelor's in Accounting

Master's Degree in Accounting or Tax

CPA or J.D./LLM in Taxation

Job description

A leading tax services firm in San Francisco is looking for a Tax Principal to provide comprehensive tax services to high-net-worth clients. This role requires managing client relationships and supervising staff to ensure client satisfaction. Ideal candidates should have 6-12 years of public accounting experience, a Bachelor's or Master’s in Accounting, and CPA certification or equivalent. Join a dynamic team focused on creativity and innovation in serving diverse clients.