Senior Tax Manager

Location: Hybrid, based out of offices in Cupertino, Pleasanton, or Santa Cruz, California; additional North Bay locations may be possible.

Salary: $150,000–$210,000 per year in California.

Company

Full-service tax, accounting, and advisory practice serving small businesses and entrepreneurs, supported by a proprietary AI platform.

What you will do

• Own client relationships for complex tax planning, compliance, and consulting matters.
• Lead the preparation and review of complex federal, state, and local returns for corporations, partnerships, individuals, trusts, and estates.
• Identify tax-saving opportunities and develop tax-efficient strategies in response to legislative changes.
• Lead, mentor, evaluate, and develop tax professionals through feedback, training, and accountability.
• Identify opportunities to expand services for existing clients and manage tax risk.
• Ensure tax positions and returns meet a high standard of quality and defensibility.

Requirements

• Active CPA or EA required.
• 10+ years of experience in public accounting or tax, including compliance, planning, and advisory work.
• Experience managing and developing tax professionals.
• Strong knowledge of federal, state, and local tax regulations, complex returns, and multi-entity planning.
• Direct experience managing client relationships, competing deadlines, and a book of business.
• Proficiency with professional tax software such as UltraTax, CCH Axcess, Lacerte, or similar.

Nice to have

• Experience taking over and maintaining client relationships during practice transitions.
• Experience growing client relationships and expanding practice areas through business development.

Culture & Benefits

• Manager-led hybrid work environment.
• Extended hours during peak tax season and as needed to meet client deadlines.
• Occasional travel for client meetings or practice events.
• Medical, dental, and vision coverage.
• 401(k) with match, basic life insurance, and long-term disability coverage.