Tax Associate

Vivid Resources; San Francisco (CA); Hybrid; USD 110,000 - 170,000; Full time

Benefits offered by this job

Health insurance (employee)

HSA with 3% employer contribution

SEP-IRA with 7% employer contribution

11 paid holidays

April 15 firm party

April 16 off

Hybrid after 3 months

Job summary

Vivid Resources in the San Francisco Bay Area is seeking a tax staff professional to prepare and review returns for UHNW/HNW families, with growth into corporate and LLC work.

You will start on-site for 3 months, then transition to a hybrid schedule with 2 days per week from home, collaborating with managers and training junior staff, while managing deadlines and client communications during peak seasons.

Qualifications

• 3-5 years of tax staff experience in public accounting.
• Strong individual tax background; entity experience a plus.
• CPA or actively pursuing, EA considered.
• Bachelor's in accounting or related field.

Responsibilities

• Prepare complex individual (1040) returns for HNW/UHNW clients
• Prepare partnership/LLC and corporate returns
• Research tax issues and support planning projects
• Review work of junior staff and help train them
• Communicate with clients and managers on open items and deadlines

Skills

Tax knowledge

Public accounting

Mentoring

Client communication

Education

Bachelor's in accounting or related field

Job description

Location: San Francisco Bay Area (commutable distance from San Francisco)

About the Firm
An independent CPA firm with a tax practice built around high net worth and ultra high net worth families. The team is tight, genuinely likes each other, and loves good food and a good party.

The Role
You will prepare and review individual returns first, then grow into corporate and LLC work, serving UHNW/HNW families and their entities. You will work closely with managers and see the full picture of a family's tax life.

Responsibilities

• Prepare complex individual (1040) returns for HNW/UHNW clients
• Prepare partnership/LLC and corporate returns
• Research tax issues and support planning projects
• Review work of junior staff and help train them
• Communicate with clients and managers on open items and deadlines

Requirements

• 3-5 years of tax staff experience in public accounting
• Strong individual tax background; entity experience a plus
• CPA or actively pursuing, EA considered
• Bachelor's in accounting or related field

Schedule

• On site full time for the first 3 months, then 2 days work from home per week
• Busy season: 60-70 hours per week
• Off season: 40 hours per week
• Health insurance: $80/month employee premium for individual coverage, $60/month additional for family
• HSA with a 3% employer contribution (no employee match required)
• SEP-IRA with a 7% employer contribution (no employee match required)
• 11 paid holidays
• April 16 off, plus a firm party on April 15