Tax Manager

Faycroft Search; San Jose (CA); Hybrid; USD 150,000 - 200,000; Full time

Benefits offered by this job

Hybrid working after training

Autonomy with trust

Stable, long-tenured team

No revolving door of staff

Job summary

Faycroft Search is seeking a Tax Manager in San Jose to lead complex individual returns for high-net-worth clients and related passthrough entity work. The role emphasizes direct client contact, thorough review, and hands-on management of a small, stable team in an owner-run firm.

Training is 1–2 weeks in the office, followed by a hybrid schedule—roughly two days per week from home. Expect autonomy and a clear path to greater responsibility as trust is built.

Qualifications

• Active CPA or EA license.
• Strong technical ability across high-net-worth individuals and flow-through entities.
• Lacerte experience and proficiency with standard office software (Excel, Word, Outlook).
• Review experience with ability to sign off on returns prepared by others.
• Confident talking with clients.

Responsibilities

• Carry your own book of complex individual returns for high-net-worth clients, alongside S Corp, LLC and K-1 work.
• Speak directly with clients, not behind a wall.
• Review and sign off on returns prepared by other staff.
• Join an already-well-running workflow, with two days a week from home after hybrid transition.
• Over time, there is a realistic path to more responsibility in the practice.

Skills

Client communication

Review experience

Technical tax knowledge

Education

CPA or EA license

Tools

Lacerte

Job description

Tax Manager, San Jose: an owner-run firm that keeps saying no to private equity

Over the last few years, private equity has bought its way through California’s CPA market. Firms that once felt like family have been merged and rebranded. Partners have cashed out, and staff have been left with new targets, new software and clients who no longer recognize who’s looking after them.

This firm has had those offers too, more than once, and turned every one of them down. The owner’s reason was simple, to protect the clients and the people who serve them.

That’s the firm you’d be joining.

The practice

It’s an established, owner-run practice in San Jose with a small, stable team. Some of the staff have been there for over a decade. The work centers on high-net-worth individuals and flow-through entities, and the clients stay for the long term because the service never changes hands.

The owner works hands-on and is involved day to day. Once you’ve shown you know the job, though, oversight is light. You manage your own schedule and caseload, and nobody hovers

.

Your role

You’d carry your own book of complex individual returns for high-net-worth clients, alongside S Corp, LLC and K-1 work. You’d speak to clients directly, not sit behind a wall preparing returns for people you never meet. Review is a core part of the job: you’ll check and sign off on returns prepared by other staff.

You’d be stepping into a workflow that already runs well, not building one from scratch. Training is one to two weeks fully in the office. After that it moves to hybrid, typically two days a week from home, depending on your experience and how quickly you get to grips with the firm’s software. Over time, there’s a realistic path to taking on more responsibility in the practice.

What you’ll bring

• An active CPA or EA license
• Strong technical ability across high-net-worth individual and flow-through entity returns
• Lacerte experience, plus standard office software (Excel, Word, Outlook)
• Review experience and genuine manager-level competence, with the ability to work independently
• Confidence talking directly with clients

What’s on offer

• $150,000 to $200,000, depending on experience
• Hybrid working after a short in-office training period
• Real autonomy once trust is established, with little micromanagement
• A long-tenured, stable team rather than a revolving door
• No private equity ownership, so no sudden changes to how clients are served
• A realistic long-term path to a bigger role in the practice

If you’ve watched your firm sell, or you’re bracing for it to happen, this is a firm that has already decided it won’t.