SALT Tax Partner - Hybrid, High Bonuses & 401K

ExcelliSearch, Inc.; San Francisco (CA); Hybrid; USD 250,000 - 420,000; Full time

Benefits offered by this job

Bonuses

401(k) match 5%

Profit sharing

Hybrid work arrangement

Job summary

ExcelliSearch, Inc. is seeking a Tax Partner specializing in State and Local Tax in California. The role combines in-office and home-based work with offices in multiple CA locations, including San Francisco.

This is a senior leadership position offering strong bonuses and a 5% 401(k) employer contribution, plus profit sharing potential. The ideal candidate brings extensive SALT experience, CPA or JD certification, and a proven track record in business development and staff leadership.

Qualifications

• 10–15 years of public accounting experience with progression in complexity and engagements.
• Bachelor’s degree in accounting.
• CPA or JD designation is required.
• Minimum 40 hours of continuing professional education annually.

Responsibilities

• Lead technical SALT reviews and approve income, sales, and franchise taxes.
• Advise clients independently on CA state and local tax matters.
• Manage client service within budgets and drive profitability.
• Develop SALT business and participate in ongoing business development.
• Delegate and manage tax research projects to ensure quality output.
• Oversee staff recruitment, training, performance, and promotions.
• Represent clients before tax authorities when appropriate.
• Support firm billing accuracy and timely collection.

Skills

SALT expertise

Business development

Client relationship management

Leadership

Education

Bachelor's degree in accounting

CPA or JD

Job description

ExcelliSearch, Inc. is seeking a Tax Partner specializing in State and Local Tax in California. The role combines in-office and home-based work with offices in multiple CA locations, including San Francisco.

This is a senior leadership position offering strong bonuses and a 5% 401(k) employer contribution, plus profit sharing potential. The ideal candidate brings extensive SALT experience, CPA or JD certification, and a proven track record in business development and staff leadership.