We9re looking for a Senior Tax Manager to own complex engagements, lead a team, and elevate the quality bar. That means working across entity types, acting as a trusted advisor, and developing the people doing the work.
The role is hybrid, based out of our
Cupertino,
Pleasanton, or
Santa Cruz offices, with additional potential work locations in the North Bay.
What You9ll DoClient Relationships & Tax Delivery- Own client relationships on complex tax matters, including planning, compliance, and consulting, and be the person clients call when something is urgent or complicated.
- Lead the preparation and review of complex returns for corporations, partnerships, individuals, trusts, and estates across federal, state, and local jurisdictions.
- Deliver tax planning that goes beyond compliance; identify tax-saving opportunities, develop tax-efficient strategies, and advise clients on the impact of legislative changes.
- Stay current on legislative changes and preemptively translate them into specific, actionable guidance.
- Ensure every return that leaves the practice meets the standard you9d put your own name on.
Team Leadership- Lead, mentor, and develop a team of tax professionals. Set expectations, give direct feedback, and hold people accountable.
- Run performance evaluations that are specific and useful. Know where the team is strong and where it isn9t, and build the training and processes to close those gaps.
Practice Development & Quality- Identify opportunities to expand services with existing clients where the value is real.
- Monitor and manage tax risk for the practice and for clients, ensuring positions are defensible.
RequirementsCore qualifications- Active CPA or EA required.
- 10+ years in public accounting or tax, with real depth in compliance, planning, and advisory across individuals, partnerships, and small-business entities.
- Proven experience managing and developing tax professionals-not just assigning work, but building people.
- Strong technical knowledge of federal, state, and local tax regulations, including complex returns and multi-entity planning.
- Direct client relationship experience. You9ve managed a book of business, juggled competing deadlines, and kept clients informed.
- Proficiency in professional tax software (UltraTax, CCH Axcess, Lacerte, or similar).
Helpful additions- Experience taking over and maintaining client relationships through practice transitions.
- Track record of growing client relationships and expanding practice areas through business development.
Work Environment- Hybrid: Flexible and manager-led. Home office in either Cupertino, Santa Cruz, or Pleasanton, CA, North Bay locations possible.
- Extended hours during peak tax season and as needed to meet client deadlines.
- Occasional travel for client meetings or practice events.
Estimated California compensation for this role in estimated to be between $150,000 and 210,000/year.
Benefits- Medical
- Dental
- Vision
- 401k with match
- Basic Life
- LTD
