Tax Accountant

Peak to Creek Precision Staffing; San Rafael (CA); Hybrid; USD 135,000 - 150,000; Full time

Benefits offered by this job

Full benefits

Annual bonus

Job summary

Peak to Creek Precision Staffing in San Rafael, CA, is seeking a seasoned tax professional for a hybrid role (3 days in-office / 2 days remote). The position offers a base salary of $135,000–$150,000 plus an annual bonus and full benefits.

You will own technical tax strategy and compliance across multi-entity filings, directly engaging partners and clients while mentoring junior staff in a supportive, stable practice environment.

Qualifications

• 8+ years of progressive tax preparation and advisory experience in a public accounting environment.
• Deep expertise in federal and state compliance across individuals, partnerships, S/C-Corps, trusts.
• Proven ability to manage multi-deadline engagements independently.
• Strong client-facing communication and clear technical writing skills.
• Bachelor’s or Master’s in Accounting or Taxation; CPA preferred.

Responsibilities

• Prepare sophisticated federal and state tax returns for high-net-worth individuals, partnerships, corporations, trusts, and estates.
• Analyze multi-tiered tax positions, research statutory changes, and develop tailored tax strategies.
• Act as a direct point of contact for key client stakeholders, managing deliverables, expectations, and consulting needs.
• Lead multiple concurrent engagements from kickoff through final delivery, ensuring technical accuracy and strict deadline adherence.
• Mentor junior staff through review feedback and technical knowledge sharing.

Skills

Tax advisory experience

Client communication

Project management

Technical writing

Education

Bachelor’s or Master’s in Accounting or Taxation

CPA license preferred

Job description

San Rafael, CA (Hybrid: 3 Days Onsite / 2 Days Remote) $135,000 – $150,000 Base Salary + Annual Bonus + Full Benefits

Designed for a seasoned tax professional who prioritizes high-value technical strategy and client advisory over sheer return volume, this role offers technical ownership across complex multi-entity filings and direct partner/client visibility in a supportive, stable practice.

Key Responsibilities

• Complex Compliance: Prepare sophisticated federal and state tax returns for high-net-worth individuals, partnerships, corporations, trusts, and estates.
• Tax Planning & Research: Analyze multi-tiered tax positions, research statutory changes, and develop tailored tax strategies.
• Client Advisory: Act as a direct point of contact for key client stakeholders, managing deliverables, expectations, and consulting needs.
• Engagement Management: Lead multiple concurrent engagements from kickoff through final delivery, ensuring technical accuracy and strict deadline adherence.
• Team Mentorship: Collaborate closely with partners and mentor junior staff through review feedback and technical knowledge sharing.

Qualifications

• Experience: 8+ years of progressive tax preparation and advisory experience within a public accounting environment.
• Technical Breadth: Deep expertise in federal and state compliance across diverse entity structures (Individuals, Partnerships, S/C-Corps, Trusts).
• Project Execution: Strong organizational leadership with a proven track record of managing multi-deadline workflows independently.
• Communication: Exceptional client-facing presence and clear technical writing skills.
• Education & Credentials: Bachelor’s or Master’s in Accounting or Taxation; active CPA license preferred.
• Target Base Salary: $135,000 – $150,000 + Annual Performance Bonus
• Schedule: Structured hybrid flexibility (3 days in-office / 2 days WFH) with flexible daily core hours
• Firm Culture: Quality-first approach emphasizing high-touch advisory rather than volume burnout
• Benefits: Full health, dental, and vision insurance coverage
• Retirement: 401(k) with company match
• Time Off: Generous PTO policy and firm-paid holidays

Peak to Creek Precision Staffing is an equal opportunity employer connecting top-tier finance and accounting talent with high-performing organizations.