Sr Tax Manager Partner Track
Jobot
Senior Tax Manager | Clear Partner Track | Inherit Established Client Book | Boutique CPA Firm | San Mateo, CA This Jobot Job is hosted by: Eric Kee Are you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume. Salary: $180,000 - $220,000 per year A bit about us: We are a well-established boutique CPA firm with more than 40 years of serving businesses and individuals throughout the San Francisco Peninsula. Our firm is built on long-term client relationships, technical excellence, and a collaborative culture. As we prepare for the retirement of one of our partners, we're seeking an experienced tax professional to step into a leadership role with a clear path to equity partnership. Why join us? Clear Path to Partnership – Opportunity to become an equity partner within the next few years. Established Book of Business – Inherit a stable, long-standing client portfolio from a retiring partner. Leadership Opportunity – Play a key role in firm management, mentoring staff, and shaping future growth. Collaborative Boutique Firm – Join a respected firm where your contributions have a direct impact. Competitive Compensation & Benefits – Comprehensive health benefits, retirement plan, and a compensation package based on experience. Job Details As a Senior Tax Manager, you'll serve as a trusted advisor to clients while leading tax engagements and mentoring the next generation of professionals. Prepare and review complex federal and state tax returns for individuals, corporations, partnerships, trusts, and estates. Provide strategic tax planning, projections, and guidance while leading IRS audits and tax notice responses. Manage and expand client relationships by delivering exceptional service and trusted business advice. Supervise, mentor, and develop accounting and tax staff while fostering a collaborative team environment. Contribute to firm leadership, business strategy, and long-term growth as part of the firm's succession plan. Qualifications Active CPA license. 15 years of public accounting experience with strong tax preparation and review expertise. Deep knowledge of individual, corporate, partnership, trust, and estate taxation. Proven leadership experience managing client relationships and developing staff. Strong communication, organizational, analytical, and problem-solving skills. Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button. 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