Senior Tax Manager
$135k - $160kProSearch Recruiting Group
Job Description
Job Description
Position: Senior Tax Manager
Location: North Bay, CA (Hybrid/Remote Flexibility)
Overview :
We’re partnering with a growing, well-established wealth advisory firm in the North Bay seeking a Senior Tax Manager to step into a high-impact leadership role. This position blends technical tax expertise, team leadership, and client advisory, ideal for a CPA or EA who enjoys working closely with clients while helping shape and mentor a strong tax team.
This is a unique opportunity to move beyond compliance and play a more strategic role within an integrated financial environment.
What You’ll Be Doing
- Lead and oversee tax operations across multiple locations
- Review complex individual, partnership, corporate, and fiduciary returns
- Provide tax planning and advisory services to high-net-worth individuals and business clients
- Mentor and develop a team of tax professionals
- Partner cross-functionally with financial advisors and planning teams
- Ensure accuracy, compliance, and continuous process improvement
What We’re Looking For
- Active CPA or EA license (required)
- 5+ years of progressive tax experience, including review and leadership
- Strong background in individual and business tax
- Experience working with high-net-worth clients is highly preferred
- Ability to balance technical work with client interaction and team leadership
- Experience with tax software such as Lacerte, UltraTax, or similar
Why This Role Stands Out
- Opportunity to step into a true leadership role (not just a reviewer)
- Collaborative, team-oriented environment with strong internal support
- Exposure to integrated wealth, tax, and planning strategies
- Hybrid/remote flexibility with strong work-life balance focus
- Growth-oriented firm with long-term opportunity
Compensation
- $135K – $160K base salary (depending on experience)
- Performance-based bonus
- Comprehensive benefits + retirement plan + PTO
If you’re a CPA or EA looking to elevate your role into something more strategic and client-focused, this is a great opportunity to explore.
Vacancy posted more than 2 months ago
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