Tax Director

Vivid Resources; San Francisco (CA); Ibrido; USD 250.000 - 450.000; Tempo pieno

Vantaggi offerti da questo lavoro

Health insurance

HSA with employer contribution

SEP-IRA with employer contribution

11 paid holidays

Descrizione del lavoro

Vivid Resources in the San Francisco Bay Area seeks a senior tax leader with a clear path to partnership to manage HNW/UHNW tax work across individuals, corporate, and LLC entities, while building client relationships and guiding growth.

On-site for the first 3 months, then hybrid with 2 days of remote work per week; heavy busy-season hours with a standard professional benefits package, including health insurance, an HSA and an employer SEP-IRA contribution.

Competenze

• 15+ years of public accounting tax experience.
• Strong individual tax expertise with entity and UHNW experience.
• Demonstrated leadership, business development, and client retention skills.
• Ready for partnership in the near term.

Mansioni

• Lead and oversee a portfolio of HNW/UHNW families and related entities.
• Serve as trusted advisor on complex planning, structuring, and compliance.
• Develop new client relationships and expand existing ones.
• Supervise managers and senior managers, and drive quality across the practice.
• Partner with firm leadership on strategy, pricing, and talent.

Conoscenze

Tax leadership

UHNW tax

Business development

Client relations

People management

Formazione

CPA license

Strumenti

GoSystem Tax

ProSystem fx

Descrizione del lavoro

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

About the Firm

An independent CPA firm with a tax practice focused on high net worth and ultra high net worth families. The culture is warm and collaborative, and the people like each other.

The Role

This is a senior leadership role with an imminent path to partner. You will oversee the tax practice serving HNW/UHNW families across individual, corporate, and LLC work, while building client relationships and helping shape the firm's growth.

Responsibilities

• Lead and oversee a portfolio of HNW/UHNW families and related entities
• Serve as trusted advisor on complex planning, structuring, and compliance
• Develop new client relationships and expand existing ones
• Supervise managers and senior managers, and drive quality across the practice
• Partner with firm leadership on strategy, pricing, and talent

Requirements

• 15+ years of public accounting tax experience
• Strong individual tax expertise with entity and UHNW experience
• CPA required
• Demonstrated leadership, business development, and client retention skills
• Ready for partnership in the near term

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