Tax Associate
San Francisco Tax Advisory
San Francisco Bay Area0–2 yrs1h agovia LinkedIn
About the Role
San Francisco Tax Advisory is a premier tax advisory firm specializing in serving tech professionals and founders. The firm specializes in the area of Equity Compensation, specifically: AMT, ESPPs, ISOs, NSOs, QSBS, RSAs, RSUs, and comprehensive tax planning services. Joining our young growing firm offers a significant opportunity for upward mobility into a senior management/director/shareholder/principal position.
This is a part-time/full-time, remote role (with some meetings in office as necessary) located in the San Francisco Bay Area.
Key Responsibilities
- Preparing and reviewing tax returns
- Ensuring compliance with tax laws
- Assisting with tax planning
- Proactively identifying, developing and implementing tax planning strategies to minimize client tax liabilities
- Collaboration with colleagues and clients
Requirements & Tech Stack
- Candidate at, or near, the senior level at Big 4 tax group or strong regional/national firm, working in Private Client Services or equivalent.
- Experience with personal taxation of ESPPs, ISOs, NSOs, RSAs, RSUs, as well as an understanding of AMT and QSBS.
Qualifications
- Bachelor’s degree in Accounting, Finance, Taxation, or related field.
- CPA or Enrolled Agent (EA), or progress toward such designation.