Overview
This role can be performed from anywhere in the continental United States. Please note that the majority of clients are in California.
The organization is seeking a Senior Tax Manager to own complex tax engagements, lead a team of tax professionals, and raise the quality bar across client work.
Responsibilities
Client Relationships & Tax Delivery
- Own client relationships on complex tax matters, including planning, compliance, and consulting; 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 leaving the practice meets a high-quality standard.
Team Leadership
- Lead, mentor, and develop a team of tax professionals; set expectations, provide direct feedback, and hold team members accountable.
- Conduct performance evaluations that are specific and useful, identify team strengths and gaps, and build training and processes to address them.
Practice Development & Quality
- Identify opportunities to expand services with existing clients where value is clear.
- Monitor and manage tax risk for the practice and for clients, ensuring positions are defensible.
Requirements
- Active CPA or EA required.
- 10+ years in public accounting or tax, with depth across compliance, planning, and advisory work for individuals, partnerships, and small-business entities.
- Proven experience managing and developing tax professionals (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).
Preferred Qualifications
- 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
Compensation
- Estimated annual compensation for this role: between $150,000 and $185,000/year.
Benefits
- Health Care Plan (Medical, Dental & Vision)
- Retirement Plan (401k)
- Life Insurance (Basic, Voluntary & AD&D)
- Paid Time Off (Unlimited Vacation, plus Sick & Public Holidays)
- Short Term & Long Term Disability
- Work From Home
- Stock Option Plan
Work Environment
- Remote (United States; team on West Coast)
- Extended hours during peak tax season and as needed to meet client deadlines
- Occasional travel for client meetings or practice events