Senior Tax Manager

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Senior Tax Manager based in United States.

This is a senior-level opportunity for an experienced tax professional to lead complex engagements and serve as a trusted advisor to small businesses and entrepreneurs.
You will oversee tax compliance, planning, and consulting across multiple entity types and jurisdictions.
The role combines hands-on technical expertise with meaningful client relationship ownership and strategic tax advisory.
You will lead and develop a team of tax professionals, raising quality standards while building stronger processes and capabilities.
The position also offers the opportunity to identify valuable tax-saving strategies and translate legislative changes into actionable client guidance.
You will work in a technology-enabled environment where AI handles routine work so you can focus on complex problem-solving, judgment, and relationships.
This role is well suited to a seasoned tax leader who enjoys combining technical depth, people leadership, and client impact.

Accountabilities

• Own client relationships for complex tax matters, including compliance, planning, consulting, and urgent or highly sensitive client needs.
• Lead the preparation and review of complex federal, state, and local tax returns for corporations, partnerships, individuals, trusts, and estates.
• Develop proactive tax planning strategies that identify legitimate tax-saving opportunities and improve clients' overall tax positions.
• Monitor legislative and regulatory changes and translate their potential impact into clear, practical, and actionable recommendations for clients.
• Ensure tax returns and advisory work meet consistently high standards for technical accuracy, quality, and defensibility.
• Lead, mentor, and develop a team of tax professionals by setting clear expectations, providing direct feedback, and maintaining accountability.
• Conduct meaningful performance evaluations and identify opportunities for training, process improvement, and professional development.
• Monitor tax risk across client engagements and the broader practice, ensuring tax positions are appropriately supported and defensible.
• Identify opportunities to expand services for existing clients when additional offerings can provide meaningful value.
• Support practice development and business growth through strong client relationships and, where appropriate, expansion of service areas.
• Contribute to the successful transition and ongoing management of client relationships when practices or books of business are integrated.

Requirements

• Active Certified Public Accountant (CPA) or Enrolled Agent (EA) credential required.
• 10+ years of experience in public accounting or tax, with substantial expertise across tax compliance, planning, and advisory services.
• Extensive experience working with individuals, partnerships, corporations, and small-business entities, including complex and multi-entity structures.
• Strong technical knowledge of federal, state, and local tax regulations and the ability to apply them to sophisticated client situations.
• Demonstrated experience managing, mentoring, and developing tax professionals, with a focus on building capabilities rather than simply delegating work.
• Proven experience managing direct client relationships, balancing competing deadlines, maintaining a book of business, and communicating effectively with clients.
• Strong analytical, problem-solving, organizational, and decision-making skills, with exceptional attention to detail.
• Proficiency with professional tax preparation and accounting software such as UltraTax, CCH Axcess, Lacerte, or comparable platforms.
• Excellent written and verbal communication skills, with the ability to explain complex tax matters clearly to clients and colleagues.
• Proactive, client-focused approach with strong judgment and the ability to work independently in a fast-growing environment.
• Experience managing client relationships through practice transitions is a plus.
• A demonstrated track record of expanding client relationships and developing additional business or practice areas is a plus.
• Willingness to work extended hours during peak tax season and as needed to meet important client deadlines.
• Ability to travel occasionally for client meetings or professional events.

Benefits

• Estimated annual compensation of $150,000-$185,000 USD .
• Medical, dental, and vision healthcare coverage.
• 401(k) and IRA retirement plan options.
• Basic and voluntary life insurance, including AD&D coverage.
• Short-term and long-term disability coverage.
• Paid time off, including vacation, sick leave, and public holidays.
• Work-from-home flexibility for eligible arrangements.
• Stock option plan.
• Flexible, manager-led working environment.
• Opportunities for professional development, team leadership, and career growth.
• Technology-enabled work environment designed to reduce routine workload and increase time available for strategic tax work and client relationships.
• Hybrid work options in the California Bay Area, where applicable.

How Jobgether works:

We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team.

We appreciate your interest and wish you the best!

Why Apply Through Jobgether?


Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.

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We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.