Senior Tax Manager

Distinct | North America; Pleasanton (CA); Hybrid; USD 153,000 - 187,000; Full time

Job summary

Distinct | North America in Pleasanton is seeking an experienced tax professional to join a small, owner-managed practice. The role involves final review of business and individual returns, planning discussions with owners on entity choices, and signing returns, with a path to partner through substantive client relationships.

The position requires CPA status and 8+ years in public accounting, most of it in tax, with a preference for someone who enjoys being the primary point of contact for

Qualifications

• CPA required or CPA eligible.
• 8+ years in public accounting, most of it tax.
• Enjoy client-facing work and building long-term relationships.

Responsibilities

• Final review on business and individual returns.
• Planning work for owners, entity choices, buying and selling conversations.
• Signing returns.
• Bringing the seniors on.

Education

CPA

8+ years in public accounting

Job description

Most firms this size have one person who can sign off a complicated return, and everybody there knows exactly who it is. The idea here is for that to be two people, and the second one is this job.

A tax and accounting firm of under 25 in Pleasanton, working with small and mid sized businesses and the people who own them. $153k to $187k, hybrid. It's a succession seat rather than a headcount seat, so the work arrives with the client relationships attached.

Why this firm:

• $153k to $187k, hybrid, Pleasanton
• Owner managed businesses, the sort where you talk to the owner and not a finance team
• Clients here stay for decades, so you'd inherit relationships instead of chasing new ones
• A route to partner that's an actual conversation rather than a slide
• Small firm. If somebody is off in the middle of March, you cover it

What you'll be doing:

• Final review on business and individual returns
• Planning work for owners, entity choices, buying and selling conversations
• Signing returns
• Bringing the seniors on

What you'll have:

• CPA
• 8 or more years in public accounting, most of it tax
• Happy being the person a client rings first