We’re a San Jose-based firm with a 40+ year reputation for serving closely held businesses, high-net-worth individuals, and families with complex tax and financial needs. We’re known for thoughtful, long-term client relationships and a deep bench of talent — and now we’re looking to add one more.

One of our three partners is planning to retire within 24 months, and we’re looking for a sharp, client-centered Senior Tax Accountant ready to take the baton. You’ll have a clear runway, close mentorship, and a front-row seat to how we run and grow the practice — with every intention of bringing you into the partnership.

This opportunity is intentionally off the radar to allow for a confidential and thoughtful transition. If you’re a tax expert who’s ready to shift from execution only to leadership and execution — and want to do that inside a tight-knit, values-driven firm — we want to meet you.

Why You Are Going to Love This Job

This isn’t just another tax accounting role — this is your chance to step into the fast lane toward partnership at a respected, boutique public accounting firm with a legacy of trust and precision.  Imagine accelerating your career without having to build your firm from scratch.

What We Need You to Do

• Take ownership of complex individual, corporate, and partnership tax returns with a focus on quality, compliance, and strategic foresight
• Build strong relationships with clients, acting as a trusted advisor and spotting planning opportunities before they arise
• Mentor and review the work of junior staff, nurturing the next generation of technical excellence
• Begin taking on elements of business development, from onboarding new clients to deepening existing relationships
• Learn the firm’s internal operations, client management philosophies, and strategic planning cycles to prepare for equity-level involvement
• Work side-by-side with the partners to transition key relationships and build credibility as a future leader
• Bring new ideas to the table — whether it’s improving workflows, implementing new tech, or expanding service lines

What You Bring to the Table

• Proven leadership talent as demonstrated throughout your career
• CPA required; Master’s in Taxation a plus
• Expertise in individual, corporate, partnership, and fiduciary tax returns
• Experience with high-net-worth individuals, family offices, or closely held businesses
• Strong interpersonal skills — you know how to talk to clients like real people
• Proven ability to manage projects and staff while keeping multiple plates spinning
• A clear desire to be a firm owner — someone who wants to lead, build, and grow, not just clock in and out
• Professional discretion and a mature, collaborative approach to leadership transitions
• 5–10+ years of public accounting experience with a strong focus on tax

About Us

This search is being conducted confidentially. Rest assured that all inquiries will be handled with the utmost discretion.

Ready to make your mark and step into the future of a thriving Silicon Valley firm? Let’s talk.