About Careertakes

👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Accounting & Finance.

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.

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What You’ll Do

Confidential Client is hiring an entry-level Tax Staff I to support its Financial Services tax practice. In this hybrid role you will learn tax preparation and support tax planning and provision review for corporate and individual clients.

• Learn and assist with preparation of federal and state income tax returns
• Support tax provision completion and review
• Assist with tax planning research and documentation
• Prepare workpapers and maintain client files in line with firm standards
• Support client engagements, including coordination with senior staff and partners
• Communicate professionally with clients and internal teams to deliver timely results

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Qualifications (Basic)

• Bachelor’s or Master’s degree in accounting (or equivalent) from an accredited college or university
• 0–2 years of recent public accounting experience (entry-level candidates encouraged)
• Must be legally authorized to work in the United States without employer sponsorship, now or in the future
• Ability to reliably commute to the assigned San Francisco office and client sites as required
• This position is hybrid and includes in-office requirements

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Preferred / Desired Qualifications

• Pursuing the educational requirements for CPA licensure in the state of assignment (or working toward 150 credits/master’s)
• Final graduation between Dec 2026 and Sept 2027 preferred
• Minimum GPA: 3.0 preferred
• Strong Excel and Word skills
• Strong time-management and organizational skills
• Self-starter with a strong work ethic and the ability to collaborate effectively
• Strong communication, leadership potential, and analytical skills

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About the Tax Team

The Tax Group is the largest service line at Confidential Client’s firm structure within Accounting & Finance. The team blends general tax practice with specialized industry knowledge, offering opportunities to grow technically and professionally. The culture emphasizes collaboration, innovation, and transparency — encouraging employees to challenge the status quo and contribute ideas that streamline processes and deliver higher-value advisory services.

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Compensation & Employment Type

• Estimated salary: $81,818 per year (estimated)
• Employment type: Full-time
• Work arrangement: Hybrid (San Francisco-based with in-office requirements)

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Location

San Francisco, CA — Hybrid (onsite attendance required per team/office schedule)

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Equal Opportunity & Hiring Transparency

Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.

If you have questions about how your data is used, please contact us directly.