Senior Tax Manager

Jobtailor; California (MO); On-site; USD 180,000 - 250,000; Full time

Job summary

Jobtailor is seeking a Senior Tax professional to lead planning, compliance, and advisory work for individuals, partnerships, and small businesses across California.

You will manage key client relationships, mentor a team of tax professionals, and drive business development while adapting to ongoing legislative changes.

This role requires a CPA or EA, 10+ years in public accounting, and a willingness to work extended hours during peak tax season; occasional travel may be required.

Qualifications

• Active CPA or EA required.
• 10+ years in public accounting or tax with depth in compliance, planning, and advisory across individuals, partnerships, and small-business entities.
• Proven experience managing and developing tax professionals.
• Strong knowledge of federal, state, and local tax regulations, including multi-entity planning.
• Direct client relationship experience, including managing a book of business and deadlines.
• Experience with professional tax software (UltraTax, CCH Axcess, Lacerte) recommended.
• Home office in CA; willingness to travel occasionally.
• Extended hours during peak tax season.

Responsibilities

• Own client relationships on complex tax matters, including planning, compliance, and consulting.
• Lead preparation and review of complex returns for corporations, partnerships, individuals, trusts, and estates across federal, state, and local jurisdictions.
• Deliver tax planning, identify tax-saving opportunities, develop tax-efficient strategies, and advise clients on legislative changes.
• Stay current on legislative changes and translate them into actionable guidance.
• Ensure every return meets the practice’s quality standard.
• Lead, mentor, and develop a team of tax professionals.
• Set expectations, provide direct feedback, and hold people accountable.
• Run specific and useful performance evaluations.
• Build training and processes to address team gaps.
• Identify opportunities to expand services with existing clients.
• Monitor and manage tax risk for the practice and clients, ensuring positions are defensible.

Skills

Client relationship management

Leadership

Mentoring

Communication

Accountability

Tax planning

Tax compliance

Tax advisory

Legislative changes analysis

Business development

Education

CPA

EA

Tools

UltraTax

CCH Axcess

Lacerte

Job description

• Own client relationships on complex tax matters, including planning, compliance, and consulting
• Lead preparation and review of complex returns for corporations, partnerships, individuals, trusts, and estates across federal, state, and local jurisdictions
• Deliver tax planning, identify tax-saving opportunities, develop tax-efficient strategies, and advise clients on legislative changes
• Stay current on legislative changes and translate them into actionable guidance
• Ensure every return meets the practice’s quality standard
• Lead, mentor, and develop a team of tax professionals
• Set expectations, provide direct feedback, and hold people accountable
• Run specific and useful performance evaluations
• Build training and processes to address team gaps
• Identify opportunities to expand services with existing clients
• Monitor and manage tax risk for the practice and clients, ensuring positions are defensible

Requirements

• Active CPA or EA required
• 10+ years in public accounting or tax, with depth in compliance, planning, and advisory across individuals, partnerships, and small-business entities
• Proven experience managing and developing tax professionals
• Strong technical knowledge of federal, state, and local tax regulations, including complex returns and multi-entity planning
• Direct client relationship experience, including managing a book of business, competing deadlines, and client communication
• Proficiency in professional tax software (UltraTax, CCH Axcess, Lacerte, or similar)
• Experience taking over and maintaining client relationships through practice transitions
• Track record of growing client relationships and expanding practice areas through business development
• Home office in either Cupertino, Santa Cruz, or Pleasanton, CA; North Bay locations possible
• Extended hours during peak tax season and as needed to meet client deadlines
• Occasional travel for client meetings or practice events

Core Competencies

Demonstrates expertise in tax planning, compliance, and advisory services, with a strong focus on managing client relationships and mentoring tax professionals. Proficient in navigating complex federal, state, and local tax regulations while delivering actionable guidance and developing tax-efficient strategies.

Highest-signal resume keywords

• Active CPA Or EA
• 10+ Years In Public Accounting Or Tax
• Strong Technical Knowledge Of Tax Regulations
• Proficiency In Professional Tax Software
• Experience Managing And Developing Tax Professionals

Hard Skills

• Tax Planning
• Tax Compliance
• Tax Advisory
• Complex Returns Preparation
• Multi-Entity Planning
• Client Relationship Management
• Business Development
• Performance Evaluations
• Tax Risk Management
• Legislative Changes Analysis

Soft Skills

• Leadership
• Mentoring
• Communication
• Feedback Provision
• Accountability

Certifications & Qualifications

• CPA
• EA

Industry Keywords

• Public Accounting
• Tax Regulations
• Client Relationships
• Practice Transitions
• Tax Season Management

Tools & Technologies

• UltraTax
• CCH Axcess
• Lacerte