Senior Tax Accountant

Use our easy apply form to send your application to Kevin Shilney, the Jobot Pro hosting this job. Compensation Based on Experience.

$100000 - $120000 per year | Pleasanton, CA | On-Site | Permanent

We are a fast-growing, independent wealth management firm specializing in serving high-net-worth individuals and families. Our team works at the intersection of tax strategy, financial planning, and investment advisory, bringing a truly integrated approach to each client relationship. We are not a traditional accounting shop. We are a firm where CPAs sit alongside wealth advisors and contribute directly to the long-term financial picture of the clients we serve.

As we continue to scale, we are building a team of sharp, client-focused professionals who want to do more than file returns.

• Competitive Compensation based on experience (DOE)
• Direct involvement in portfolio management and investment strategy, not just compliance work
• Long-term career growth and advancement opportunities within a rapidly expanding firm
• Collaborative, professional in-office environment
• Be part of building something, this is a ground-floor opportunity with a firm that is actively scaling

• Provide proactive tax planning and advisory services for high-net-worth individuals, families, and closely held businesses
• Prepare, review, and oversee federal, state, and local tax filings
• Analyze financial statements to identify tax-saving opportunities and forward-looking planning strategies
• Collaborate with wealth advisors to integrate tax considerations into comprehensive financial plans
• Advise clients on retirement planning, estate planning, charitable giving, and business succession matters
• Research and interpret tax laws, regulations, and compliance requirements
  
  Assist clients navigating tax notices, audits, and regulatory inquiries
• Develop and maintain strong client relationships through ongoing communication and trusted guidance
• Ensure compliance with applicable accounting standards, tax regulations, and firm policies
• Support firm growth through exceptional client service and strategic financial insight

• Bachelor's degree in Accounting, Finance, or a related field
• Active CPA license required
• Minimum 3 to 5 years of experience in public accounting, tax planning, or financial advisory services
• Strong knowledge of federal, state, and local tax regulations
• Experience working with high-net-worth individuals, families, or business owners strongly preferred
• Familiarity with tax preparation and accounting software platforms
• Strong understanding of financial statements, tax strategy, and business financial management
• Proficiency in Microsoft Excel and financial reporting tools
• Proven ability to manage client relationships with a high level of professionalism and discretion
• Ability to thrive in a fast-paced, growth-oriented environment

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.

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