This CPA firm has been operating in San Francisco for over 40 years. No PE buyout, just a long standing reputation and a client base built over decades.

Their clients are high-net-worth individuals and families ($20M to $1B+) with the complexity that comes with it. Trusts, partnerships, real estate, multi-entity structures. The kind of work where you see the full picture rather than one piece of it.

One seat has opened up at Senior Manager level and they're looking to fill it with the right person. They don't hire frequently but when they do, people tend to stay.

The Role

You'll manage and review complex federal and state returns across individual, partnership, and trust work. Senior client contact, leading engagements end-to-end, mentoring staff, and working closely with the Managing Partner.

What They're Looking For

• 15+ years in public accounting. Whether that's Big Four or mid-tier firms - background matters less than what you've been working on and the level you've been operating at.
• CPA licensed
• HNW experience is essential
• Partnership track is genuinely on the table. Someone hired at this level six years ago made partner. If that's where you're headed, be upfront about it, they want to know.

The Package

• Up to $220,000 base (DOE)
• 10% employer retirement contribution
• Fully-funded HSA
• Major medical options; low employee premium
• 20 days PTO + 5 additional days for overtime hours in the year
• Post-4/15 recovery day!
• Hybrid working

This role isn't just a stepping-stone. It’s a long-term seat in a firm that values technical depth, client trust, and stability. In return, you'll be rewarded well and offered a genuine partnership track.