Tax Manager

Faycroft Search; San Jose (CA); Hybrid; USD 120,000 - 180,000; Full time

Benefits offered by this job

No private equity ownership

Hybrid schedule after training

High autonomy

Long-tenured team

Ownership path potential

Job summary

Faycroft Search is seeking a Tax Manager in San Jose to join a small, stable team handling high-net-worth individuals and flow-through entities. You will review and prepare complex returns, work directly with clients, and leverage Lacerte with guidance from the owner.

The role offers a short in-office training period followed by a hybrid schedule, with firm staff who value stability and long tenure.

Qualifications

• CPA or EA license is required.
• Strong technical tax ability, especially for high-net-worth individuals and flow-through entities.
• Review experience at a manager level is required.
• Experience with Lacerte preferred.

Responsibilities

• Review and prepare individual and flow-through entity returns (S-Corps, LLCs, K-1s, complex 1099s).
• Work directly with clients and the owner; provide technical guidance.
• Use Lacerte for returns and related questions; resolve client issues.
• Participate in a training period in-office, then move to a hybrid schedule.

Skills

Tax expertise

High-net-worth tax

Review leadership

Education

CPA or EA license

Tools

Lacerte

Job description

An established, owner-run CPA practice in San Jose is looking for a Tax Manager to join a small, stable team working on high-net-worth individual and flow-through entity tax. This is a firm that has turned down multiple private equity buyout offers to keep control in the owner's hands, so there's no PE ownership, no sudden change of terms with clients, and no watching your book get handed to someone else. For a manager who wants technical work, real autonomy, and a firm that isn't for sale.

THE ROLE

You'll handle review-level work across individual and flow-through entity returns, including S-Corps, LLCs, K-1s and complex 1099 situations, working directly with clients as well as the return itself. The practice uses Lacerte, so day to day you're reviewing and preparing returns, working through technical questions with the owner and the team, and dealing with clients directly rather than through layers of staff. Training runs one to two weeks fully in-office to get you familiar with the systems and the team, after which the role moves to a hybrid schedule, roughly two days a week from home, depending on your experience and how quickly you're up to speed on Lacerte. The team includes staff who've been with the firm over a decade, so you're stepping into an established setup.

WHAT YOU'LL NEED

• CPA or EA license required
• Strong technical tax ability, particularly on high-net-worth individual and flow-through entity returns
• Experience with Lacerte preferred
• Review experience at a manager level

WHAT'S ON OFFER

• No private equity ownership, the firm has turned down buyout offers to keep clients and staff protected
• Hybrid schedule after a short one to two week in-office training period
• High autonomy once you're up to speed, minimal oversight
• Long-tenured team, with staff who've been in place over a decade
• Potential path to eventually take over the practice from the owner