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 job can be remote in the United States, or hybrid in the California Bay Area.
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 annual compensation for this role in estimated to be between $150,000 and $185,000/year.
Benefits- Health Care Plan (Medical, Dental & Vision)
- Retirement Plan (401k, IRA)
- Life Insurance (Basic, Voluntary & AD&D)
- Paid Time Off (Vacation, Sick & Public Holidays)
- Short Term & Long Term Disability
- Work From Home
- Stock Option Plan
