Tax Senior Associate

Jobot; San Francisco (CA); Remote; USD 150,000 - 225,000; Full time

Benefits offered by this job

Fully remote

Bonuses

PTO & holidays

Great culture

Work-life balance

Job summary

Jobot is seeking a Tax Senior Associate specialized in Trusts & Estates for our San Francisco office. This fully remote role offers growth in a respected CPA firm serving high-net-worth clients across tech, real estate, and investments. You will leverage 5+ years in public accounting, CPA/EA preferred, and a strong tax planning mindset to deliver timely, compliant returns.

We offer competitive pay, bonuses, 4 weeks PTO, holidays, and a exceptional work-life balance with a supportive culture.

Qualifications

• BS/BA/ Masters in accounting or related field preferred
• 5+ years of experience in Public Accounting
• Experience with trusts & estates and high-net-worth tax returns and planning
• CPA or EA preferred

Skills

Public accounting

Estates & trusts

High-net-worth tax

CPA/EA preferred

Education

BS/BA/Master's in accounting

Job description

Tax Senior Associate

$150000 - $225000 per year | San Francisco, CA | Remote | Permanent

Tax Senior Associate - Trust & Estates/Financial Statements!

A bit about us:

Based in San Francisco, CA, with two offices across the region, we are a highly respected CPA firm known for our focus on the needs of privately-held businesses and high-net-worth individuals. Our core values are centered around our people and our clients. We believe that putting our employees first is not only the right thing to do, but it also gives us a competitive edge to ensure our clients have an excellent experience! Over the years, our reputation for providing our people with the very best has caught the eye of reputable clients who have chosen to work with us as their primary firm! Some of these clients include established leaders in the technology, real estate, and investment sectors, among many others.

If you are an experienced Tax Senior with HNW Trust & Estates experience

Why join us?

• Fully remote!
• Competitive Pay + Bonuses! (PAY IS COMPETITIVELY COMMENSURATE WITH EXPERIENCE)
• 4 weeks of PTO & winter break & Holidays!
• Great Company Culture!
• Amazing work-life balance!

Job Details

Qualifications:

• BS/BA/ Masters in accounting or related field preferred
• 5+ years of experience in Public Accounting
• Experience with trusts & estates and high-net-worth tax returns and planning
• CPA or EA preferred

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

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