Job Title: Senior Tax Manager - Partner Track
Job Type: Full-Time | Direct Hire
Location: REMOTE but the qualified candidate must be based in the Bay Area or willing to relocate within 45 days
Pay: $180,000 - $200,000 Per Year
The client is looking for US Citizens/Permanent Residents only
Relocation: Open
Relocation Assistance: N/A
Company Details
The companyis not your average accounting firm. They are an entrepreneurial, client-focused team of CPAs and business consultants serving closely held companies, family businesses, entrepreneurs, and high-net-worth individuals across California and beyond. With decades of advanced training, technical expertise, and financial acumen, they pride themselves on delivering value-driven insights, innovative solutions, and long-lasting partnerships.
The culture is collaborative and down-to-earth — jeans and t-shirts, not suits and ties — while maintaining the highest technical standards. Many clients have been with the firm for generations, a testament to the trust and results they deliver.
Job Description
We are seeking a Senior Tax Manager to join our client’s growing team. This role offers a clear partner track, working directly alongside the Managing Partner who is planning for retirement in the coming years. The successful candidate will have the opportunity to build equity and eventually own part of the business.
- Lead and oversee tax planning, consulting, compliance, and review services for a diverse client base including trusts, technology, manufacturing, and international businesses
- Serve as the right hand to the Managing Partner with clear advancement into partnership
- Manage client relationships, offering proactive advice and tailored solutions
- Review and supervise the work of staff and managers across multiple projects
- Conduct high-level technical review, tax projections, and research on complex matters
- Work primarily remote with occasional travel for client meetings and firm retreats
- Collaborate with team members across California to deliver high-quality results
Requirements
MUST HAVES:
- Must have an active CPA license
- Must have 10+ years of tax accounting & compliance management experience.
- Must reside in the Bay area or open to relocating to the Bay Area within 45 days.
Qualifications
- 10+ years of progressive tax experience, including significant leadership/managerial responsibilities
- Active CPA license required
- Strong technical expertise in tax law with ability to advise on complex, multi-industry issues
- Experience with trusts, technology, manufacturing, or international tax strongly preferred
- Excellent leadership, communication, and client advisory skills
- Must reside in the Bay area or open to relocating to the Bay Area within 45 days.
- Entrepreneurial mindset with interest in firm ownership/partnership track
- Health insurance
- Paid time off
- Vision insurance
- Work from home
Why This Is a Great Opportunity
- Defined partnership track with equity ownership opportunity
- Direct mentorship and succession path from the Managing Partner
- Entrepreneurial, flexible culture that values both technical skill and work-life balance
- Diverse client base across industries and high-net-worth individuals
- Fully remote flexibility with minimal required travelLong-term leadership growth with ownership potential