Senior Tax Accountant

LHH; San Francisco (CA); On-site; USD 80,000 - 100,000; Full time

Benefits offered by this job

Medical, Dental and Vision

401(k) match

Paid parental leave

Life/Disability insurance

Tuition support

Job summary

A reputable tax firm in San Francisco is seeking a tax professional with over 3 years of experience in individual tax preparation. The role involves managing complex federal and state returns, handling multi-state filings, and providing direct client support. Candidates should have strong communication skills and may benefit from a CPA or MST qualification. This position offers autonomy and a diverse client portfolio, emphasizing stability and engaging work without excessive bureaucracy.

Qualifications

• 3+ years of experience in tax.
• Strong background in individual tax preparation.
• Exposure to partnership and K-1 reporting.

Responsibilities

• Prepare complex federal and state individual returns.
• Manage multi-state filings and investment reporting.
• Directly communicate with clients for updates.

Skills

Individual tax preparation

Management of multi-state filings

Client communication

Education

CPA or MST preferred

Job description

If you’re a tax professional who loves hands‑on work, direct client interaction, and the satisfaction of taking a return from start to finish, this role will feel like home. We’re a small, well‑established firm that values autonomy, technical depth, and a supportive team environment. If you enjoy variety, complexity, and meaningful long‑term client relationships, you’ll thrive here.

What You’ll Do

You’ll work with a diverse portfolio of high‑net‑worth individuals and families—many with complex tax profiles including multi‑state filings, investment activity, RSUs/options, rentals, and multi‑entity situations.

• Preparing complex federal and state individual returns (core focus)
• Managing multi‑state filings, investment reporting, and equity compensation items
• Handling partnership‑related items and K‑1s as needed
• Owning a high volume of returns during peak season
• Reviewing client documents and maintaining organized workpapers
• Preparing and tracking California e‑filing payment schedules
• Managing the full compliance cycle—gathering docs, tracking deadlines, resolving open items
• Completing ~20% tax administration tasks to fully own engagements
• Communicating directly with clients to provide updates and answer questionsCollaborating within a tight‑knit team that supports each other across busy periods

Who You Are

• 3+ years of experience in tax
• Strong background in individual tax preparation
• Exposure to partnership and K‑1 reporting (volume helpful but not required)
• Public accounting or public/private mix
• CPA or MST preferred, not required

Why You’ll Love This Role

• Deep technical work with interesting, complex individual clients
• Autonomy—own your workload and client relationships
• Stability—consistent work, long‑term client base
• Low bureaucracy—small firm, quick decisions, supportive team
• Impact—your work directly influences client outcomes
• Reasonable career expectations—a role for someone who prefers depth of work over chasing titles
• Medical, Dental and Vision
• HSAs
• PTO/Holidays/Sick time
• 401(k) match
• Paid parental leave
• Life/Disability insurance
• Tuition support

Equal Opportunity Employer/Veterans/Disabled

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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