Senior Tax Manager

Overview

This role is with a full-service tax, accounting, and advisory firm serving small businesses and entrepreneurs. The organization is seeking a Senior Tax Manager to own complex engagements, lead a team, and elevate the quality bar. The position supports client relationships across entity types and includes tax planning, compliance, consulting, and people development.

This can be fully remote in the United States.

Responsibilities

Client Relationships & Tax Delivery

• Own client relationships on complex tax matters, including planning, compliance, and consulting, and serve as the point of contact for urgent or complicated issues.
• Lead the preparation and review of complex returns for corporations, partnerships, individuals, trusts, and estates across federal, state, and local jurisdictions.
• Deliver tax planning beyond compliance by identifying tax-saving opportunities, developing tax-efficient strategies, and advising clients on the impact of legislative changes.
• Stay current on legislative changes and translate them into specific, actionable guidance.
• Ensure every return meets the standard expected by the practice.

Team Leadership

• Lead, mentor, and develop a team of tax professionals by setting expectations, providing direct feedback, and holding individuals accountable.
• Run performance evaluations that are specific and useful, identify training and process gaps, and build plans to close them.

Practice Development & Quality

• Identify opportunities to expand services with existing clients where the value is real.
• Monitor and manage tax risk for both the practice and clients to help ensure positions are defensible.

Requirements

Core qualifications

• Active CPA or EA required.
• 10+ years in public accounting or tax, with demonstrated depth in compliance, planning, and advisory across individuals, partnerships, and small-business entities.
• Proven experience managing and developing tax professionals, including building people—not only assigning work.
• 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, juggling competing deadlines, and keeping 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.

Compensation & Benefits

• Estimated California compensation: between $150,000 and $185,000/year.

Location

• Fully remote within the United States.

Work Environment

• Extended hours during peak tax season and as needed to meet client deadlines.
• Occasional travel for client meetings or practice events.