Top Tech Jobs & Startup Jobs in San Francisco Bay Area, CA

Analyzes tax workflows and translates process needs into product requirements, user stories, acceptance criteria, and delivered automation capabilities. Partners with tax professionals and product teams on AI-enabled tax products, testing, defect triage, adoption, ROI tracking, training, and stakeholder communication. Supports sprint planning, documents system dependencies, coordinates user acceptance testing, and helps define product scope and opportunities for process improvement.

Lead tax engagements for financial services clients (hedge funds, private equity, broker dealers). Review staff work, conduct complex tax research and planning, resolve controversies, manage multiple engagements, mentor staff, and deliver client-facing presentations and training.

Lead audit engagements for not-for-profit clients, overseeing planning, execution, budgeting, staff supervision, technical accounting issue resolution, and client relationship management.

Supervise and review tax return preparation for exempt organizations and employee benefit plans, including Forms 990, 990-PF, 990-T, 5500 and related state filings. Research tax-exempt issues, identify planning opportunities, manage multiple engagements, mentor staff, and deliver client service and training.

Lead tax engagements for technology and emerging growth clients: manage teams, supervise deliverables, develop tax strategies, drive revenue growth, participate in marketing and thought leadership, and mentor staff while ensuring compliance with federal, state, and international tax regulations.

Lead audit engagements from planning through completion, supervising and mentoring staff, managing multiple client engagements and budgets, resolving accounting and regulatory issues, and delivering high-quality audit, review, and compilation services while building and maintaining client relationships.

Lead tax engagements for founders and tech executives, review and prepare individual, trust, partnership, and corporate returns, perform complex tax research and planning, resolve controversies, supervise and mentor staff, manage multiple client engagements, and deliver client-facing presentations and training.

Lead preparation and review of complex high-net-worth individual, fiduciary, gift and estate tax returns. Conduct advanced tax research, design tax planning for founders and tech executives, manage client relationships, supervise and mentor staff, collaborate on business development, ensure compliance with tax laws, and drive process improvement and firm initiatives.

Lead and manage tax engagements for individuals, trusts, partnerships, and corporations. Review returns, perform complex tax research, identify planning opportunities, handle tax controversies, supervise and mentor staff, manage multiple client projects, and deliver client-facing presentations and training. Travel as needed.

Lead and review complex high-net-worth, fiduciary, gift, and estate tax engagements; perform advanced tax research; design wealth-preservation and succession strategies for founders and tech executives; manage client relationships; mentor and supervise staff; collaborate on business development and firm initiatives; ensure compliance with federal, state, and local tax rules; and contribute to process improvement and technology adoption.