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Location: San Francisco, CA (hybrid option to base in L.A., Irvine, Woodland Hills, or San Jose) | Schedule: Full-time, hybrid in-office/home-based

Overview

A well-established, highly profitable regional CPA firm is adding a direct-entry Tax Partner to its growing State and Local Tax practice, based out of the San Francisco Bay Area with flexibility to work a hybrid schedule. This leader will serve as the firm's subject matter expert on California state and local tax matters while helping guide the practice's technical quality, client service, and staff development.

What you'll do

• Provide technical review and final approval of income tax and sales tax returns, as well as governmental tax examinations of varying complexity, including franchise and gross receipts tax matters (e.g., Texas, Ohio)
• Advise clients independently using advanced, up-to-date technical tax knowledge
• Manage client engagements to ensure work is completed within budgeted time while maintaining awareness of firm economics and profitability
• Drive business development for State and Local Tax engagements and remain actively engaged in the firm's broader business development efforts
• Delegate and oversee tax research projects to ensure accurate, efficient outcomes
• Participate in recruiting, training, retention, and utilization of accounting staff, including campus recruiting at selected colleges and universities
• Interview candidates, extend employment offers, evaluate staff for promotion and compensation decisions, and make release decisions when necessary
• Delegate and manage governmental tax examinations, including representing clients before taxing authorities
• Stay familiar with the qualifications of all SALT staff members and review staff assignments for appropriateness
• Support staff development through mentoring, performance evaluations, training materials, and serving as an instructor in professional development programs
• Ensure timely, accurate billing and collections processes
• Maintain a thorough understanding of the firm's tax philosophy and positions
• Track economic and political trends and potential legislation that could affect the firm's clients or business
• Contribute to updates of the firm's Quality Control Document
• Participate in the firm's practice development initiatives
• Maintain strong, consistent working relationships with the firm's federal tax partners, directors, and managers
• Promote efficient firm operations and support compliance guidelines when managing others
• Serve on various internal committees, contributing insight to improve firm operations and profitability

Required qualifications

• Ten (10) to fifteen (15) years of experience in public accounting, with a demonstrated progression in the complexity, scope, and number of engagements managed
• Bachelor's degree in accounting, or master's degree in accounting
• Minimum of forty (40) hours of continuing professional education required annually to maintain and build technical and business skills
• A current and valid CPA or JD is required

Preferred qualifications

• Sales and use tax experience is a plus

Compensation and benefits

• Excellent benefits package
• Large potential bonuses
• 5% employer contribution to 401K program
• High profit sharing potential
• Strong work-life balance

Why this role

This is an opportunity to join a well-established, highly profitable firm with a growing SALT practice, offering a hybrid work schedule, strong work-life balance, and significant bonus and profit-sharing potential.