Tax Manager CPA - Business Tax & High-Net-Worth Individuals

Rosbrugh Accountancy Corporation (RAC) | San Jose, CA 95125 | In-Office | Full-Time
Compensation: $150,000 – $180,000 base, commensurate with experience

About RAC

Rosbrugh Accountancy Corporation is a CPA public accounting and tax practice based in San Jose, serving the complexity-rich Silicon Valley market. We're in the middle of an intentional repositioning: fewer clients, higher fees, and a boutique-premium service model built around deep expertise rather than volume. Our niche is business taxation (S-corps, partnerships, LLCs), multi-state compliance, and high-net-worth individual returns — clients with RSUs, stock options, and other equity compensation who want a CPA who understands the complexity and communicates proactively, not just at filing deadlines.

This is a firm in transition, not a static one. As RAC builds the next chapter of the firm around fewer, better clients and a modern, paperless operation, this Tax Manager role is one of our highest-priority hires — someone with real technical depth who can take meaningful ownership of a client portfolio and help raise the bar on service quality.

What You'll Do

· Own a portfolio of business and high-net-worth individual tax clients, with an emphasis on pass-through entities (S-corps, partnerships, LLCs) and equity compensation situations (RSUs, NQSOs, ISOs)

· Deliver proactive, year-round tax planning — not just reactive, deadline-driven compliance

· Review and manage the work of preparers and staff, ensuring technical accuracy across returns and financial statements

· Collaborate with firm leadership on service delivery and client strategy for your portfolio as RAC shifts to a tiered, premium service model

· Help lead the firm's transition to a fully paperless, cloud-based workflow (QuickBooks Online, cloud client portal, e-signature)

· Mentor and develop staff accountants

What We're Looking For

Required:

· Active CPA license (non-negotiable)

· 5+ years of public accounting tax experience, with strong technical depth in pass-through entity taxation (S-corps, partnerships, LLCs) — multi-state and high-net-worth individual experience a strong plus

· Prior experience managing or reviewing the work of other staff/preparers

You'll thrive here if you have:

· Digital fluency — comfortable navigating cloud storage, digital signatures, and PDFs without needing a paper trail

· AI comfort — you prompt and use AI tools well to draft communications, analyze data, and summarize research or notes

· High adaptability — you take fast software updates and shifting digital workflows in stride

· A continuous learning mindset — you seek out new tax developments and tech tools and teach yourself new platforms without hand-holding

· Data privacy awareness — you keep client files secure, use strong passwords, and take confidentiality seriously

· Process thinking — you naturally look for ways to turn manual steps into clean, automated workflows

· Problem-solving instincts — you troubleshoot basic software issues yourself before escalating

· Clear, concise communication — much of our internal collaboration happens over chat and email, so you write efficiently and directly

Why Join RAC

· A firm actively choosing quality over volume — fewer clients, deeper relationships, sophisticated work instead of routine compliance

· A modern, paperless, AI-forward office environment — not legacy paper-and-binder workflows (this is a work-in-progress)

· Competitive base salary of $150,000–$180,000, plus bonus potential

· SAR-SEP retirement plan — fully vested, discretionary employer contributions after three years with the firm

· A genuinely better work environment than Big 4 or large regional firms: smaller client roster, real relationships, and meaningful client-facing responsibility rather than routine, high-volume compliance work

· The opportunity to help build the next chapter of an established, respected local practice of 40+ years

To Apply

Please submit your resume and a brief note on your experience relating to work with pass-through entities, high-net-worth individuals, and staff management.

The firm was established in 1985 by Harvey Rosbrugh and is in San Jose, California. We currently have nine employees working closely together to provide the highest quality tax and accounting services for our clients. Our clients come from a broad range of industries and typically include small to medium sized businesses and high net-worth individuals.

We have a passion for assisting our clients with their challenging accounting and tax situations. It’s not always about making a dollar here at the firm though, as we strive to help make our community a better place than we found it.