Tax Manager (SF) - High-Complexity Returns + Equity

Goodwin Recruiting; San Francisco (CA); On-site; USD 120,000 - 200,000; Full time

Benefits offered by this job

Equity participation

In-office environment

Collaborative team

Job summary

Goodwin Recruiting is seeking a Tax Manager for our client in San Francisco, CA. This role focuses on complex individual 1040s, high-net-worth returns, and multi-state filings with foreign disclosures, leveraging CCH Axcess as the in-house standard.

The position offers an in-person, collaborative environment with equity participation and a growth-focused team in a high-growth accounting tech company.

Qualifications

• Strong background in 1040 preparation.
• Extensive experience with high-net-worth returns.
• Deep familiarity with CCH Axcess is non-negotiable.

Responsibilities

• Prepare and review complex individual 1040 tax returns.
• Handle filings for high-net-worth clients with multi-layered reporting.
• Manage multi-state filings and foreign disclosures.
• Serve as the in-house expert on CCH Axcess.
• Work independently while collaborating cross-functionally across teams.
• Contribute to ongoing process improvements and maintain technical excellence.

Skills

1040 preparation

High-net-worth returns

FBAR/FATCA reporting

Independent work

Tools

CCH Axcess

GoSystem

Job description

Goodwin Recruiting is seeking a Tax Manager for our client in San Francisco, CA. This role focuses on complex individual 1040s, high-net-worth returns, and multi-state filings with foreign disclosures, leveraging CCH Axcess as the in-house standard.

The position offers an in-person, collaborative environment with equity participation and a growth-focused team in a high-growth accounting tech company.