Tax Director – Real Estate Taxation

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Tax Director

We are seeking a Tax Director with deep expertise in real estate taxation to join our growing firm. This strategic leadership role offers the opportunity to lead client engagements, mentor staff, and help shape the future of our real estate practice—without the expectation of bringing a book of business.

 

Responsibilities

  • Lead and manage complex real estate tax engagements for a diverse client portfolio (including REITs, partnerships, and private real estate funds).
  • Advise clients on real estate transactions, including acquisitions, dispositions, like-kind exchanges (1031), cost segregation, opportunity zones, and partnership structures.
  • Maintain deep technical knowledge of federal, state, and local tax regulations relevant to the real estate industry.
  • Review and sign off on complex tax returns, including 1065, 1120, and 1120-REIT filings.
  • Collaborate with the firm’s leadership to drive growth and efficiency in the real estate practice area.
  • Mentor, coach, and develop tax professionals and managers.
  • Support business development efforts in conjunction with firm partners (but not required to bring a book).

 

Requirements:

  • CPA or JD required; MST or LLM preferred.
  • 10+ years of progressive tax experience with a focus on real estate, preferably in public accounting or a consulting firm.
  • Demonstrated expertise in real estate partnerships, REITs, and related tax structures.
  • Strong leadership, communication, and team management skills.
  • Ability to foster client relationships and deliver high-quality service.

 

Salary: $150,000 – $200,000

 

Please send your resume in Word format to:

Lauren (Sigfred) Furth
Premier Financial Search
[email protected]
www.pfssearch.com

 

Let’s Connect & Explore Your Options

We are actively hiring for a range of positions across multiple firms. If you have a background in public accounting, but feel this specific role isn’t quite the right fit, let’s connect! Send us your resume, and we’ll work with you to explore opportunities with other top-tier CPA and Business Management firms that align with your career goals.

 

About Us

Premier Financial Search is recognized for consistently connecting highly qualified candidates with leading firms. We specialize in placing Accounting and Financial professionals within CPA and Business Management firms. We work with national, regional, and local firms, as well as innovative entrepreneurial companies, across California, Illinois, Texas, Georgia, Washington, and beyond—including major markets like Los Angeles, Chicago, Seattle, Atlanta, Austin, and Dallas.

 

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Audit Manager – Hybrid in ST. Paul, MN

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Audit Manager or Senior Manager

We are looking for an experienced Audit Manager to lead assurance engagements across a diverse client base. As a key member of our audit team, you will be responsible for managing engagements, supervising staff, and building strong client relationships, all while maintaining a high standard of technical quality and efficiency.

 

Responsibilities

  • Oversee all phases of the audit process: planning, fieldwork, reporting, and wrap-up.
  • Review audit workpapers, financial statements, and management letters for accuracy and compliance with professional standards.
  • Supervise, mentor, and develop staff and senior associates through coaching and performance feedback.
  • Ensure engagements are completed on time and within budget.
  • Maintain and grow strong client relationships by serving as a point of contact and trusted advisor.
  • Stay current with accounting standards (GAAP), auditing standards (GAAS), and industry-specific guidance.
  • Identify and communicate accounting and audit issues to clients and internal leadership.
  • Support business development activities and participate in firm initiatives as needed.

 

Requirements:

  • CPA license required.
  • Bachelor’s or Master’s degree in Accounting or related field.
  • 6+ years (Manager) / 8+ years (Senior Manager) of progressive audit experience in public accounting, with a focus on construction clients.
  • Strong technical knowledge of GAAP and construction-specific accounting issues.
  • Excellent project management, communication, and interpersonal skills.
  • Proven experience leading audit teams and managing client relationships.

 

Salary: $102,500 – $121,000

 

Please send your resume in Word format to:

Lauren (Sigfred) Furth
Premier Financial Search
[email protected]
www.pfssearch.com

 

Let’s Connect & Explore Your Options

We are actively hiring for a range of positions across multiple firms. If you have a background in public accounting, but feel this specific role isn’t quite the right fit, let’s connect! Send us your resume, and we’ll work with you to explore opportunities with other top-tier CPA and Business Management firms that align with your career goals.

 

About Us

Premier Financial Search is recognized for consistently connecting highly qualified candidates with leading firms. We specialize in placing Accounting and Financial professionals within CPA and Business Management firms. We work with national, regional, and local firms, as well as innovative entrepreneurial companies, across California, Illinois, Texas, Georgia, Washington, and beyond—including major markets like Los Angeles, Chicago, Seattle, Atlanta, Austin, and Dallas.

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Tax Senior/Manager – Business Tax

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Tax Senior or Manager

We are looking for a Tax Senior or Tax Manager to join our Business Tax Services team. This role will work directly with privately held companies, partnerships, and S Corporations across a variety of industries to deliver proactive, strategic tax planning and compliance services.

 

Responsibilities

  • Prepare and/or review federal, state, and local tax returns for business entities (primarily S corporations and partnerships).
  • Assist clients with complex tax planning strategies, including entity structuring, ownership transitions, and multi-state considerations.
  • Manage tax compliance engagements from start to finish, ensuring timeliness, accuracy, and client satisfaction.
  • Research complex tax issues and prepare memoranda or reports with recommendations.
  • Supervise, mentor, and develop staff and senior accountants.
  • Collaborate closely with partners and other departments to address client needs and ensure seamless service delivery.
  • Maintain up-to-date knowledge of tax law changes and best practices affecting business clients.

 

Requirements:

  • CPA license or in progress (required for Manager level).
  • Bachelor’s or Master’s degree in Accounting or Taxation.
  • 3+ years (Senior) / 6+ years (Manager) of public accounting tax experience, primarily with business entities.
  • Strong understanding of pass-through taxation, basis calculations, and business tax planning strategies.
  • Ability to manage multiple priorities and deadlines in a dynamic environment.
  • Excellent interpersonal and communication skills.

 

Salary: $73,000 – $102,500

 

Please send your resume in Word format to:

Lauren (Sigfred) Furth
Premier Financial Search
[email protected]
www.pfssearch.com

 

Let’s Connect & Explore Your Options

We are actively hiring for a range of positions across multiple firms. If you have a background in public accounting, but feel this specific role isn’t quite the right fit, let’s connect! Send us your resume, and we’ll work with you to explore opportunities with other top-tier CPA and Business Management firms that align with your career goals.

 

About Us

Premier Financial Search is recognized for consistently connecting highly qualified candidates with leading firms. We specialize in placing Accounting and Financial professionals within CPA and Business Management firms. We work with national, regional, and local firms, as well as innovative entrepreneurial companies, across California, Illinois, Texas, Georgia, Washington, and beyond—including major markets like Los Angeles, Chicago, Seattle, Atlanta, Austin, and Dallas.

 

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Tax Staff – Generalist Tax Role

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Tax Staff

 

We are seeking two Tax Staff Accountants to join our growing tax team. This is an excellent opportunity for early-career professionals looking to gain well-rounded experience in a generalist tax role. You will work with a diverse set of clients including individuals, partnerships, S-corporations, and trusts—supporting tax preparation, planning, and compliance under the guidance of experienced professionals.

 

Responsibilities

  • Prepare federal, state, and local income tax returns for individuals and business entities.
  • Assist with tax projections, extensions, and estimated tax calculations.
  • Conduct basic tax research and support senior team members in tax planning projects.
  • Ensure timely and accurate processing of client deliverables.
  • Maintain organized client documentation in a secure and compliant manner.
  • Communicate professionally with clients and colleagues in person and via email.

 

Requirements:

  • Bachelor’s degree in Accounting or related field (required); pursuing CPA is a plus.
  • 1–3 years of public accounting or related tax experience.
  • Solid understanding of accounting principles and exposure to tax concepts.
  • Strong attention to detail and commitment to accuracy.
  • Comfortable working both independently and as part of a team in a hybrid setting.
  • Proficiency in Microsoft Excel and tax software (experience with ProSystem fx, CCH Axcess, or similar tools is a plus).

 

What We Offer:

  • Hands-on mentorship and professional development in a supportive environment.
  • Hybrid work schedule (2–3 days in office at our St. Paul location).
  • Exposure to a wide variety of tax work for well-rounded learning.
  • Competitive salary and benefits package.
  • Opportunities for growth within the firm.

 

Please send your resume in Word format to:

Lauren (Sigfred) Furth
Premier Financial Search
[email protected]
www.pfssearch.com

 

Let’s Connect & Explore Your Options

We are actively hiring for a range of positions across multiple firms. If you have a background in public accounting, but feel this specific role isn’t quite the right fit, let’s connect! Send us your resume, and we’ll work with you to explore opportunities with other top-tier CPA and Business Management firms that align with your career goals.

 

About Us

Premier Financial Search is recognized for consistently connecting highly qualified candidates with leading firms. We specialize in placing Accounting and Financial professionals within CPA and Business Management firms. We work with national, regional, and local firms, as well as innovative entrepreneurial companies, across California, Illinois, Texas, Georgia, Washington, and beyond—including major markets like Los Angeles, Chicago, Seattle, Atlanta, Austin, and Dallas.

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Tax Manager – Trust & Estate

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Trust and Estate Tax Manager

We are seeking a Trust and Estate Tax Manager to join our growing private client services practice. This role focuses on complex tax compliance and planning for high-net-worth individuals, families, estates, and trusts. You will collaborate closely with clients, attorneys, and financial advisors to deliver integrated, strategic guidance.

 

Responsibilities

  • Review and prepare complex fiduciary (Form 1041), estate (Form 706), and gift (Form 709) tax returns.
  • Advise clients on wealth transfer strategies, charitable planning, and tax-efficient structuring of estates and trusts.
  • Interpret and apply federal and state tax law to sophisticated estate and trust matters.
  • Collaborate with legal counsel, financial planners, and other advisors in estate administration and tax planning.
  • Supervise and mentor staff; provide technical training and feedback to support development.
  • Communicate clearly with clients and serve as a trusted advisor on sensitive and confidential matters.
  • Stay current on tax laws and estate planning developments to ensure compliance and optimize planning strategies.

 

Requirements:

  • CPA license required.
  • Minimum of 5 years of relevant experience in trust, estate, and gift taxation—ideally within public accounting or a law firm.
  • Strong understanding of estate planning techniques, fiduciary accounting, and tax compliance requirements.
  • Excellent written and verbal communication skills.
  • Proven leadership ability and experience managing engagements and teams.

 

Why Join Us

  • Competitive compensation and performance-based bonuses.
  • Exposure to high-profile and complex client matters.
  • Clear pathway for advancement to Senior Manager or Partner.
  • Collaborative, high-trust firm culture.

 

Please send your resume in Word format to:

Lauren (Sigfred) Furth
Premier Financial Search
[email protected]
www.pfssearch.com

 

Let’s Connect & Explore Your Options

We are actively hiring for a range of positions across multiple firms. If you have a background in public accounting, but feel this specific role isn’t quite the right fit, let’s connect! Send us your resume, and we’ll work with you to explore opportunities with other top-tier CPA and Business Management firms that align with your career goals.

 

About Us

Premier Financial Search is recognized for consistently connecting highly qualified candidates with leading firms. We specialize in placing Accounting and Financial professionals within CPA and Business Management firms. We work with national, regional, and local firms, as well as innovative entrepreneurial companies, across California, Illinois, Texas, Georgia, Washington, and beyond—including major markets like Los Angeles, Chicago, Seattle, Atlanta, Austin, and Dallas.

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Tax Administrator – Hybrid: 3 Days A Week

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Tax Administrator

Hybrid, 3 days a week in Calabasas or the Century City office

We’re looking for a sharp, tech-savvy Tax Administrator to join a forward-thinking, people-first tax advisory team. This hybrid role blends traditional tax administrative responsibilities with software support and internal operations. This is perfect for someone who thrives in a fast-paced, ever-evolving environment.

You’ll serve as the connective tissue between clients, tax professionals, and our systems—ensuring tax projects run smoothly, deadlines are met, and the team is empowered with the right tools and information.

 

What You’ll Do

  • Manage key administrative workflows related to tax filings, extensions, and estimated payments
  • Coordinate with clients to gather tax documents, ensuring accuracy and completeness
  • Prepare and manage engagement letters and e-signature workflows
  • Maintain digital files and help enforce best practices in e-filing processes
  • Provide internal support for tax software platforms, troubleshoot issues, and liaise with 3rd-party vendors
  • Assist in documenting internal processes and creating self-help resources or training guides
  • Participate in the testing, rollout, and maintenance of new tools and software
  • Provide proactive client support on upcoming enhancements or new technologies
  • Support project timelines and help the team stay organized and ahead of deadlines

 

Who You Are

  • 3+ years of experience in tax or software support within public accounting
  • Highly proficient in Microsoft Office (Excel, Word, Outlook, PowerPoint)
  • Comfortable navigating tax or accounting platforms like CCH Axcess, GoFileRoom, GoRS, CaseWare, or similar
  • Strong organizational skills—you can juggle multiple timelines without dropping the ball
  • Excellent communicator (written and verbal) with a collaborative mindset
  • Quick to learn new platforms and unafraid of a tech challenge
  • Thrives in a high-performing, team-oriented environment with a growth mindset

 

Why Join This Team?

This isn’t just another tax department. This is a team where you’ll feel empowered to innovate, supported to grow, and appreciated for the value you bring. Your work won’t just keep things running; it will help push the business forward.

 

Application Instructions:
Please send your resume in Word format to:
Brianna Rooney, Director of Recruiting
Premier Financial Search
[email protected]
www.pfssearch.com

 

Let’s Connect & Explore Your Options

We are actively hiring for a range of positions across multiple firms. If you have a background in public accounting, but feel this specific role isn’t quite the right fit, let’s connect! Send us your resume, and we’ll work with you to explore opportunities with other top-tier CPA and Business Management firms that align with your career goals.

 

About Us

Premier Financial Search is recognized for consistently connecting highly qualified candidates with leading firms. We specialize in placing Accounting and Financial professionals within CPA and Business Management firms. We work with national, regional, and local firms, as well as innovative entrepreneurial companies, across California, Illinois, Texas, Georgia, Washington, and beyond—including major markets like Los Angeles, Chicago, Seattle, Atlanta, Austin, and Dallas.

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Senior Tax Manager – Real Estate & High-Net-Worth

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Senior Tax Manager

 

Hybrid: Work remotely 3–4 days/week, with 1 in-office day in Woodland Hills, Beverly Hills, or San Diego.

We’re a $45M, Top 100 CPA firm rooted in Southern California who is building something big without the burnout. With legendary leadership, high-performing teams, and a deep bench of clients in real estate and professional services, this is where smart, grounded tax pros build long-term careers.

If you’re a confident manager with people skills, client chops, and a passion for doing great work with a good team, let’s talk.

 

What You’ll Do:

  • Review and oversee tax returns for real estate partnerships, professional service firms, and high-net-worth individuals
  • Lead, mentor, and support staff-level talent as they develop technical strength and client presence
  • Partner closely with a seasoned leader invested in your growth
  • Step into a leadership seat with clear Partner-track visibility
  • Bring strategy and stability to fast-moving client needs
  • Enjoy a true hybrid role: 3–4 days in-office, with occasional travel to other SoCal offices

 

What Makes You a Great Fit:

  • CPA with 6–10+ years in public accounting (with some management under your belt)
  • Strong background in real estate and/or professional services client work
  • Known for your calm confidence and clear communication
  • Comfortable leading a team and reviewing staff work
  • Familiarity with CCH software a big plus
  • Based in Southern California — San Fernando Valley, Beverly Hills, or San Diego preferred
  • Ready for something stable, modern, and growth-focused — not flashy, not chaotic

 

Why You’ll Love Working Here:

We’re proudly independent, partner-led, and built to last. You’ll find mentorship without micromanagement, growth without burnout, and a culture that believes in people over politics. This is a place to build a legacy, not just survive another busy season.

 

Benefits Snapshot:

  • Generous PTO
  • Hybrid flexibility with firm footing
  • Direct mentorship under a partner
  • Strong advancement path, zero ego culture

 

Application Instructions:

Please send your resume in Word format to:
Brianna Rooney, Director of Recruiting
Premier Financial Search
[email protected]
www.pfssearch.com

 

Let’s Connect & Explore Your Options

We are actively hiring for a range of positions across multiple firms. If you have a background in public accounting, but feel this specific role isn’t quite the right fit, let’s connect! Send us your resume, and we’ll work with you to explore opportunities with other top-tier CPA and Business Management firms that align with your career goals.

 

About Us

Premier Financial Search is recognized for consistently connecting highly qualified candidates with leading firms. We specialize in placing Accounting and Financial professionals within CPA and Business Management firms. We work with national, regional, and local firms, as well as innovative entrepreneurial companies, across California, Illinois, Texas, Georgia, Washington, and beyond—including major markets like Los Angeles, Chicago, Seattle, Atlanta, Austin, and Dallas.

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Senior Tax Manager or Tax Director – Clear Path to Partner

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Senior Tax Manager / Tax Director

Our client is a 30-person, locally owned CPA firm in Seattle that’s choosing independence over private equity, people over profits, and long-term success over short-term exits. They’re hiring a Senior Tax Manager or Tax Director to inherit and lead a high-performing book of business — with a clear path to partnership if that’s your goal.

 

What You’ll Do

  • Inherit and manage an $800K–$900K book serving high-net-worth individuals and closely held businesses
  • Work with a variety of clients in dental, professional services, real estate, manufacturing & distribution
  • Review complex returns, mentor junior staff, and help lead tax engagements
  • Collaborate with down-to-earth, relatable leadership in a firm built on trust and autonomy
  • Contribute to a firm culture that values people, retention, and long-term growth

Why This Role Stands Out

  • Clear path to partner— no waiting games or mixed messages
  • Majority female-owned with leadership that understands real-life responsibilities (many are moms)
  • People-first culture: flexible schedules, support for caregiving, and real work-life balance
  • Tenure speaks volumes: average employee stays 10+ years
  • Reasonable busy seasons: peak hours max out around 55–60/week
  • Remote flexibility with occasional travel to Seattle

Salary: $185K – 225K+ (DOE)

Please send your resume in Word format to:
Kayla (Spinti) Tusler
Premier Financial Search
[email protected]
414-218-4936

Let’s Connect & Explore Your Options

We are actively hiring for a range of positions across multiple firms. If you have a background in public accounting, but feel this specific role isn’t quite the right fit, let’s connect! Send us your resume, and we’ll work with you to explore opportunities with other top-tier CPA and Business Management firms that align with your career goals.

About Us

Premier Financial Search is recognized for consistently connecting highly qualified candidates with leading firms. We specialize in placing Accounting and Financial professionals within CPA and Business Management firms. We work with national, regional, and local firms, as well as innovative entrepreneurial companies, across California, Illinois, Texas, Georgia, Washington, and beyond—including major markets like Los Angeles, Chicago, Seattle, Atlanta, Austin, and Dallas.

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Senior Tax Manager – Hybrid (San Francisco Office)

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Senior Tax Manager

Hybrid, 3 days/week in San Francisco office

We serve the 0.01%—but we’re the 100% opposite of Big 4 culture. No egos. No grind. Just deeply meaningful work, delivered with integrity and intelligence, for clients who trust us with everything.

If you’re a highly capable tax pro with a calm presence, a sharp mind, and a future-forward mindset, let’s talk.

 

What You’ll Do:

  • Review and oversee complex tax returns for UHNW individuals, trusts, gifts, foundations, and private businesses
  • Strategize proactively with clients who value privacy, sophistication, and direct guidance
  • Lead, mentor, and elevate a high-performing team of young professionals (almost all CPAs)
  • Step into direct succession planning for Partner-track leadership
  • Cultivate long-term client relationships rooted in excellence and trust
  • Work in a culture that respects your time, feeds you during busy season, and means it when we say: leave when the work’s done

 

What Makes You a Great Fit:

  • You’re a CPA (non-negotiable; even our juniors are)
  • You bring 6–8+ years of experience in public accounting, ideally with one firm
  • You’ve worked with high-net-worth clients and know what it means to earn trust
  • You’re curious, confidential, and consistent
  • You’re based near a BART line (no San Jose, Palo Alto, or South Bay, please)
  • You’re not at the end of your career, you’re building momentum
  • You want Partnership and you’re ready to grow toward it

 

Why You’ll Love Working Here:

We’re old-school in our values and forward-looking in our structure. You’ll find mentorship without micromanagement, structure without stifling hierarchy, and a true path to leadership. This isn’t just a job, it’s your next chapter.

 

Benefits:

  • 5 weeks PTO
  • 10% guaranteed retirement contribution (3% Day 1 + 7% after Year 1)
  • Breakfast, lunch, and dinner during busy season
  • Family-like culture. No egos. No jerks.

 

Application Instructions:

Please send your resume in Word format to:
Brianna Rooney, Director of Recruiting
Premier Financial Search
[email protected]
www.pfssearch.com

 

Let’s Connect & Explore Your Options

We are actively hiring for a range of positions across multiple firms. If you have a background in public accounting, but feel this specific role isn’t quite the right fit, let’s connect! Send us your resume, and we’ll work with you to explore opportunities with other top-tier CPA and Business Management firms that align with your career goals.

 

About Us

Premier Financial Search is recognized for consistently connecting highly qualified candidates with leading firms. We specialize in placing Accounting and Financial professionals within CPA and Business Management firms. We work with national, regional, and local firms, as well as innovative entrepreneurial companies, across California, Illinois, Texas, Georgia, Washington, and beyond—including major markets like Los Angeles, Chicago, Seattle, Atlanta, Austin, and Dallas.

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Direct Admit Partner – High Net Worth Tax Group

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Direct Admit Partner

We are partnering with a prestigious, 100+ year-old, independently owned CPA firm in Chicago to offer a rare Direct-Admission Partner opportunity within their High Net Worth (HNW) Tax Group. This is a chance to step into an established leadership role and build on the firm’s legacy of organic growth and excellence.

What You’ll Do:

  • Lead a 30-person HNW tax team, inheriting and managing an impressive $3-5M book of high-net-worth and family office clients.
  • Oversee a team that generates ~$25M in annual revenue, with a focus on strategy, planning, and leadership—light on compliance work.
  • Focus on nourishing and expanding an extensive network and leveraging existing relationships to grow the practice further.
  • Actively participate in high-level tax planning, continuing the team’s strong technical work in income tax while helping to develop the estate and gift planning side.

Why This Opportunity Stands Out:

  • Legacy firm: Join a well-respected, independent firm with over 100 years of growth and success.
  • Leadership role: Be the strategic leader for an established, high-performing team, with autonomy to drive client satisfaction and firm success.
  • Sophisticated client base: Work with prominent, multi-generational family offices, including recognizable names
  • No BD pressure: While business development is encouraged, there is no pressure to bring in new business. The firm’s strong reputation and existing client base provide ample opportunities to grow.
  • Hybrid work environment: A great work-life balance with flexibility to work remotely while leading and expanding a top-tier practice.

Qualities We Are Looking For:

  • Strong leadership abilities, with a focus on relationship-building and fostering a cohesive, self-sufficient team.
  • Exceptional client relations skills, able to connect with clients on multiple levels, and continue to develop an existing network.
  • Ability to work with a sophisticated client base, including multi-generational family offices, and maintain the group’s reputation for excellence in tax strategy and planning.

Please send your resume in Word format to:
Kayla (Spinti) Tusler
Premier Financial Search
[email protected]
414-218-4936

Let’s Connect & Explore Your Options

We are actively hiring for a range of positions across multiple firms. If you have a background in public accounting, but feel this specific role isn’t quite the right fit, let’s connect! Send us your resume, and we’ll work with you to explore opportunities with other top-tier CPA and Business Management firms that align with your career goals.

About Us

Premier Financial Search is recognized for consistently connecting highly qualified candidates with leading firms. We specialize in placing Accounting and Financial professionals within CPA and Business Management firms. We work with national, regional, and local firms, as well as innovative entrepreneurial companies, across California, Illinois, Texas, Georgia, Washington, and beyond—including major markets like Los Angeles, Chicago, Seattle, Atlanta, Austin, and Dallas.

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