Personal Tax Jobs in San Francisco

We're tracking 4 live personal tax roles in San Francisco.

About this market

Market context

Personal Tax professionals in San Francisco advise individuals on their tax obligations, focusing on California and federal income tax, local earnings and payroll taxes, and wealth transfer planning. This involves preparing returns, tax planning, and representing taxpayers before state and federal tax authorities.

San Francisco residents are subject to California's progressive state income tax (top marginal rate of 13.3% for ordinary income and capital gains) in addition to federal income tax. The city does not levy a personal income tax, but it does impose a Gross Receipts Tax and a Payroll Expense Tax on businesses, which may indirectly affect individuals through pass-through entities. Property taxes are administered at the county level by the San Francisco Assessor-Recorder's Office, and individuals owning property in SF are subject to these assessments.

What's driving demand

  • High Net Worth Individuals
  • Stock Option/RSU Taxation
  • Real Estate Transactions
  • State Tax Complexity (CA)
  • Expatriate/Inpatriate Tax Issues

Regulatory timeline

  • 2023-10-06Inflation Adjustments for California Tax Bracketseffective
    source
  • 2023-07-28California's Senate Bill 131: Conforming to Federal Pass-Through Entity Tax Electionenacted
    source

Credentials that matter

  • CPA (Certified Public Accountant)essential
  • EA (Enrolled Agent)essential
  • JD (Juris Doctor) with Tax Specialization/LL.M. in Taxationessential
  • PFS (Personal Financial Specialist)valued

Skills & tools

Individual Income Tax Preparation (Forms 1040, 540)Tax Planning (Federal and State)Estate and Gift Tax PlanningTrust and Fiduciary TaxationHigh Net Worth Tax StrategiesStock Compensation (ISOs, NQSOs, RSUs)Residency Rules (CA)Tax Research (e.g., CCH Axcess, ONESOURCE)Tax Software (e.g., UltraTax CS, GoSystem Tax RS)Microsoft Excel

Frequently asked

What is personal tax in San Francisco?
Personal Tax professionals in San Francisco advise individuals on their tax obligations, focusing on California and federal income tax, local earnings and payroll taxes, and wealth transfer planning. This involves preparing returns, tax planning, and representing taxpayers before state and federal tax authorities.
How does personal tax work in San Francisco?
San Francisco residents are subject to California's progressive state income tax (top marginal rate of 13.3% for ordinary income and capital gains) in addition to federal income tax. The city does not levy a personal income tax, but it does impose a Gross Receipts Tax and a Payroll Expense Tax on businesses, which may indirectly affect individuals through pass-through entities. Property taxes are administered at the county level by the San Francisco Assessor-Recorder's Office, and individuals owning property in SF are subject to these assessments.
What credentials matter for Personal Tax in San Francisco roles?
Employers most often look for: CPA (Certified Public Accountant), JD (Juris Doctor) with Tax Specialization/LL.M. in Taxation, EA (Enrolled Agent), PFS (Personal Financial Specialist).
Which tools and systems appear in Personal Tax in San Francisco job specs?
Commonly cited: Individual Income Tax Preparation (Forms 1040, 540), Tax Planning (Federal and State), Estate and Gift Tax Planning, Trust and Fiduciary Taxation, High Net Worth Tax Strategies, Stock Compensation (ISOs, NQSOs, RSUs), Residency Rules (CA), Tax Research (e.g., CCH Axcess, ONESOURCE).
How many Personal Tax in San Francisco roles are live right now?
4 live roles on taxjobs.ai.