Senior Tax Accountant

LHH Recruitment Solutions; San Francisco (CA); On-site; USD 140,000 - 160,000; Full time

Benefits offered by this job

100% employer-paid medical and dental

50% premiums for dependents

Employer-funded HRA

401(k)

Employer-funded pension

120+ hours of PTO

Holidays + floating holidays

Job summary

LHH, a leading tax advisory firm in San Francisco, seeks a Senior Tax Accountant to handle complex federal and state tax matters for high-net-worth individuals, trusts, and partnerships. You’ll join a small, collaborative team where your expertise has visibility with clients and outside advisors.

The role requires 4+ years of public accounting tax experience, HNW/trust/partnership tax knowledge, and strong K-1 experience; CPA or master’s degree is a plus.

Qualifications

• Bachelor’s degree required in accounting or related field.
• 4+ years of public accounting tax experience.
• HNW, trust, and partnership tax experience; strong K-1 knowledge.

Responsibilities

• Prepare and review complex federal and state tax returns for high-net-worth individuals, trusts, and partnerships.
• Work with complex K-1s, including private equity and investment-related activity.
• Manage estimated taxes, extensions, filings, and compliance deadlines.
• Research technical tax matters and recommend solutions.
• Respond to federal and state tax notices.
• Partner with clients, accounting professionals, and outside advisors.
• Support tax planning, projections, and special projects.

Skills

Public accounting tax experience

HNW tax experience

K-1s experience

Federal and state tax knowledge

Analytical, organizational, and comms

Education

Bachelor’s degree in Accounting or related field

CPA and/or master’s degree preferred

Tools

CCH Axcess

Job description

Senior Tax Accountant

Ready to take your public accounting tax experience somewhere you can work on sophisticated tax matters without the traditional public accounting lifestyle? As a Senior Tax Accountant, you’ll work with high-net-worth individuals, trusts, partnerships, and complex investment structures while joining a small, collaborative team where your expertise will have real visibility.

You’ll join an established 11-person organization that is expanding its tax team due to growth. The team currently includes a Tax Manager and two Senior Tax Accountants, and the Senior Tax Accountant will report directly to the Tax Manager while partnering with accounting professionals, clients, and outside advisors.

What You’ll Do

As a Senior Tax Accountant, you’ll:

• Prepare and review complex federal and state tax returns for high-net-worth individuals, trusts, and partnerships
• Work with complex K-1s, including private equity and investment-related activity
• Manage estimated taxes, extensions, filings, and compliance deadlines
• Research technical tax matters and recommend solutions
• Respond to federal and state tax notices
• Partner with clients, accounting professionals, and outside advisors
• Support tax planning, projections, and special projects

What You’ll Bring

The Senior Tax Accountant should have:

• Bachelor’s degree in Accounting or related field
• 4+ years of public accounting tax experience
• HNW individual, trust, and partnership tax experience
• Experience with complex K-1s
• Strong federal and state tax knowledge
• CPA and/or master’s degree is a plus
• CCH Axcess experience is highly desirable
• Strong analytical, organizational, and communication skills

Compensation & Benefits

The Senior Tax Accountant will receive a base salary of $140,000 to $160,000, depending on experience and education, along with a strong benefits package that includes:

• 100% employer-paid medical and dental premiums for the employee
• 50% medical and dental premiums for spouse and/or dependents
• Employer-funded HRA
• 401(k)
• Employer-funded pension
• 120+ hours of annual PTO, increasing with tenure
• Company holidays plus two floating holidays

The standard schedule is just 38 hours per week, including a five-hour Friday, with additional hours primarily during the August 15 through October 15 tax busy season.

Pay Details: $140,000.00 to $160,000.00 per year

Equal Opportunity Employer/Veterans/Disabled

Military connected talent encouraged to apply

To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www.lhh.com/us/en/candidate-privacy

The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:

• The California Fair Chance Act
• Los Angeles City Fair Chance Ordinance
• Los Angeles County Fair Chance Ordinance for Employers
• San Francisco Fair Chance Ordinance

Massachusetts Candidates Only:

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.