Senior Tax Manager

Senior Tax Manager

$170000 - $200000 per year | San Mateo, CA | Hybrid | Permanent

Senior Tax Manager Opening with Partnership Track

A bit about us:

Boutique Firm with strong high net worth clients, forward thinking, digital processes, and partnership track due to one of the partners retiring.

Why join us?

Our client is a boutique firm managing relationships with high net worth individuals. This role will lead into partner, as on of the partners is retiring.

Job Details

Established boutique CPA firm with a longstanding reputation for serving high-net-worth individuals, families, trusts, estates, and closely held businesses is seeking an experienced Senior Tax Manager to join its leadership team. This is a unique opportunity for a seasoned tax professional looking to take ownership of complex client engagements while progressing toward a Partnership Track role.

The ideal candidate will bring deep technical expertise in high-net-worth individual taxation, trust and estate planning, and client advisory services, along with a desire to help shape the future growth of the firm.

Key Responsibilities

Review and prepare complex federal and multi-state tax returns for high-net-worth individuals, trusts, estates, and closely held businesses

Develop sophisticated tax planning strategies and projections for clients

Lead IRS examinations, notices, and tax controversy matters

Serve as a trusted advisor and primary point of contact for key client relationships

Review corporate, partnership, and individual tax engagements as needed

Provide technical research and guidance on complex tax matters

Collaborate with firm leadership on strategic initiatives and practice development

Mentor and develop staff and senior-level team members

Qualifications

CPA license preferred

10+ years of public accounting tax experience

Strong expertise in high-net-worth individual, trust, and estate taxation reviewal experience

Experience reviewing complex Forms 1040, 1041, 1065, 1120, and 1120S

Advanced knowledge of federal and state tax laws and regulations

Proven ability to manage client relationships and deliver exceptional service

Strong analytical, communication, and problem-solving skills

Ability to work independently while contributing to a collaborative team environment

Base salary: $170,000 - $200,000, commensurate with experience

Clear Partnership Track opportunity for the right candidate

Hybrid schedule: 2 days in office, 3 days remote

401(k) with employer match

Medical, dental, and vision insurance

Paid time off, sick leave, and paid holidays

Professional development and continuing education support

Ideal Candidate

This role is well suited for a Tax Manager, Senior Tax Manager, or Tax Director who enjoys working directly with high-net-worth clients and sophisticated trust and estate matters and is seeking a long-term leadership opportunity with a pathway to firm ownership.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories.

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