Senior Tax Manager

• Own client relationships on complex tax matters, including planning, compliance, and consulting
• Lead preparation and review of complex returns for corporations, partnerships, individuals, trusts, and estates across federal, state, and local jurisdictions
• Deliver tax planning, identify tax-saving opportunities, develop tax-efficient strategies, and advise clients on legislative changes
• Stay current on legislative changes and translate them into actionable guidance
• Ensure every return meets the practice’s quality standard
• Lead, mentor, and develop a team of tax professionals
• Set expectations, provide direct feedback, and hold people accountable
• Run specific and useful performance evaluations
• Build training and processes to address team gaps
• Identify opportunities to expand services with existing clients
• Monitor and manage tax risk for the practice and clients, ensuring positions are defensible

• Active CPA or EA required
• 10+ years in public accounting or tax, with depth in compliance, planning, and advisory across individuals, partnerships, and small-business entities
• Proven experience managing and developing tax professionals
• Strong technical knowledge of federal, state, and local tax regulations, including complex returns and multi-entity planning
• Direct client relationship experience, including managing a book of business, competing deadlines, and client communication
• Proficiency in professional tax software (Ultra Tax, CCH Axcess, Lacerte, or similar)
• Experience taking over and maintaining client relationships through practice transitions
• Track record of growing client relationships and expanding practice areas through business development
• 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

Demonstrates expertise in tax planning, compliance, and advisory services, with a strong focus on managing client relationships and mentoring tax professionals. Proficient in navigating complex federal, state, and local tax regulations while delivering actionable guidance and developing tax-efficient strategies.

• Active CPA Or EA
• 10+ Years In Public Accounting Or Tax
• Strong Technical Knowledge Of Tax Regulations
• Proficiency In Professional Tax Software
• Experience Managing And Developing Tax Professionals

• Tax Planning
• Tax Compliance
• Tax Advisory
• Complex Returns Preparation
• Multi-Entity Planning
• Client Relationship Management
• Business Development
• Performance Evaluations
• Tax Risk Management
• Legislative Changes Analysis

• Leadership
• Mentoring
• Communication
• Feedback Provision
• Accountability

• CPA
• EA

• Public Accounting
• Tax Regulations
• Client Relationships
• Practice Transitions
• Tax Season Management

• Ultra Tax
• CCH Axcess
• Lacerte