Senior Tax Manager

Senior Tax Manager

North Bay, CA (Hybrid/Remote Flexibility)

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.