Senior Tax Manager

A bit about us:

Founded decades ago and based in our local community, we are a growing public accounting and advisory firm dedicated to helping businesses and individuals navigate complex tax and financial matters. We provide proactive tax planning, compliance, and consulting services while fostering lasting client relationships through exceptional service, technical expertise, and strategic guidance. Our team-oriented culture emphasizes collaboration, professional growth, and leadership development.

Why join us?

• Competitive Compensation: base salary (DOE) + Bonus Potential
• 401(k) with Generous Match
• Comprehensive Benefits: Medical, Dental, Vision, Life Insurance
• Generous PTO & Paid Holidays
• Leadership Opportunity with Significant Client Exposure
• Opportunity to Build and Grow a Practice Area
• Collaborative Public Accounting Environment
• Professional Development and Continuing Education Support
• Direct Interaction with Firm Leadership and Partners
• Opportunity to Develop Staff and Future Leaders

Job Details

Key Responsibilities and Duties
Lead and manage tax engagements and related client projects.
Serve as the primary relationship manager for assigned clients.
Coordinate tax compliance, planning, and advisory services.
Develop and nurture long-term client relationships.
Identify client needs and recommend value-added solutions.
Review complex tax returns, tax accruals, and technical tax matters.
Supervise, mentor, and develop Tax Seniors, Staff Accountants, and Interns.
Manage engagement budgets, realization, utilization, and project profitability.
Monitor accounts receivable and engagement performance metrics.
Develop business proposals and participate in client presentations.
Generate leads, develop referral sources, and support firm growth initiatives.
Assist with strategic planning, budgeting, and practice management.
Develop and deliver internal training programs.
Manage staffing and resource allocation across engagements.
Evaluate employee performance and provide coaching and feedback.
Support implementation of new service offerings and practice initiatives.
Participate in firm marketing and business development activities.
Maintain strong technical expertise in tax matters and industry trends.
Collaborate closely with Partners and firm leadership.

Qualifications Needed:

• Bachelor's Degree in Accounting, Finance, or related field
• CPA or other relevant professional accreditation required/preferred
• Minimum 8+ years of progressive public accounting tax experience
• Experience managing complex tax engagements and client relationships
• Strong background in tax compliance, tax planning, tax research, and consulting services
• Experience reviewing complex individual, partnership, corporate, and pass-through tax returns
• Proven ability to lead, mentor, and develop high-performing tax professionals
• Strong business development experience, including generating leads and securing new clients
• Experience managing engagement profitability, budgets, realization, and utilization metrics
• Proven ability to oversee multiple engagements while maintaining exceptional client service
• Strong project management, leadership, and organizational skills
• Ability to collaborate effectively with partners, clients, and internal teams
• Strong knowledge of current tax regulations and industry trends

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy