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 Equity Compensation (AMT, ESPPs, ISOs, NSOs, QSBS, RSAs, RSUs) and comprehensive tax planning. 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
- Prepare and review tax returns.
- Ensure compliance with tax laws.
- Assist with tax planning.
- Proactively identify, develop, and implement tax planning strategies to minimize client tax liabilities.
- Collaborate with colleagues and clients.
Qualifications
- Candidate at, or near, the senior level at a Big 4 tax group or strong regional/national firm, working in Private Client Services or equivalent.
- Bachelor’s degree in Accounting, Finance, Taxation, or related field.
- CPA or Enrolled Agent (EA), or progress toward such designation.
Requirements & Tech Stack
- Experience with personal taxation of ESPPs, ISOs, NSOs, RSAs, RSUs.
- Understanding of AMT and QSBS.