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CPA/Tax Accountant

San Francisco

Chequers Financial Management

Contact Person
Josephine Winder

We are a well-established Boutique Tax and Financial Planning firm providing high touch service to high net worth and ultra-high net worth individuals and families in San Francisco.

We are seeking an experienced Tax Accountant/CPA with a strong tax and accounting background.  We would prefer a minimum of 5+ years experience in preparing and reviewing High Net Worth Individual Tax Returns. This position also requires collaboration with team members as well as advising clients on their day-to-day tax and accounting questions.

Qualifications and Requirements:

  • Complex Tax Return Preparation in High Net Worth Individuals, Trust, LLC, Corporation, and Partnership Tax Returns

  • Strong technical tax preparation skills

  • Working knowledge of LaCerte, QuickBooks, and tax research programs

  • Strong analytical and problem solving skills.

  • Ability to multitask with a strong attention to detail

Competitive salary commensurate with experience and skills. Benefits offered include medical, dental and vision plan for the employee and their family. Chequers Financial Management pays 80% of the employee’s medical, dental and vision insurance. FSA and Transit plans are also offered. 401(k) with a competitive match by Chequers Financial Management after 3 months of employment. Professional yet relaxed working environment where open communication is paramount. Open office space plan centrally located in San Francisco's Jackson Square District near BART, Muni and cable cars. 

Please email resume. No phone calls.



Contact Person Josephine Winder

Address 847 Sansome Street Suite 250 San Francisco, CA 94111

City San Francisco

Zip 94111


Ad Number 00003305