Senior Tax Manager

LeoForce; San Mateo (CA); Hybrid; USD 170,000 - 200,000; Full time

Benefits offered by this job

401(k) with employer match

Medical, dental, and vision insurance

Paid time off / holidays

Hybrid work arrangement

Professional development support

Job summary

LeoForce in San Mateo, CA seeks a Senior Tax Manager to lead complex federal and multi-state returns for high-net-worth individuals, trusts, estates, and closely held businesses. The role offers ownership potential on a pathway toward partnership, with opportunities to shape client strategy and firm growth.

The ideal candidate has 10+ years in public accounting tax, deep expertise in high-net-worth taxation, and experience guiding IRS examinations.

Qualifications

• 10+ years of public accounting tax experience.
• High-net-worth individual, trust, and estate taxation reviewal experience.
• Experience reviewing complex Forms 1040, 1041, 1065, 1120, and 1120S.
• Advanced knowledge of federal and state tax laws and regulations.
• Strong analytical, communication, and problem-solving skills.
• Ability to work independently while contributing to a collaborative team environment.

Responsibilities

• Review and prepare complex federal and multi-state tax returns for high-net-worth individuals, trusts, estates, and closely held businesses.
• Develop sophisticated tax planning strategies and projections for clients.
• Lead IRS examinations, notices, and tax controversy matters.
• Serve as a trusted advisor and primary point of contact for key client relationships.
• Review corporate, partnership, and individual tax engagements as needed.
• Provide technical research and guidance on complex tax matters.
• Collaborate with firm leadership on strategic initiatives and practice development.
• Mentor and develop staff and senior-level team members.

Skills

Tax planning

Client advisory

Team leadership

Analytical skills

Communication skills

Education

CPA license preferred

Job description

Senior Tax Manager

San Mateo,CA, US

Job Description

Established boutique CPA firm with a longstanding reputation for serving high-net-worth individuals, families, trusts, estates, and closely held businesses is seeking an experienced Senior Tax Manager to join its leadership team. This is a unique opportunity for a seasoned tax professional looking to take ownership of complex client engagements while progressing toward a Partnership Track role.

The ideal candidate will bring deep technical expertise in high-net-worth individual taxation, trust and estate planning, and client advisory services, along with a desire to help shape the future growth of the firm.

Experience: Manager

Salary: $170,000 - $200,000 per year

Key Responsibilities

• Review and prepare complex federal and multi-state tax returns for high-net-worth individuals, trusts, estates, and closely held businesses
• Develop sophisticated tax planning strategies and projections for clients
• Lead IRS examinations, notices, and tax controversy matters
• Serve as a trusted advisor and primary point of contact for key client relationships
• Review corporate, partnership, and individual tax engagements as needed
• Provide technical research and guidance on complex tax matters
• Collaborate with firm leadership on strategic initiatives and practice development
• Mentor and develop staff and senior-level team members

Qualifications

• CPA license preferred
• 10+ years of public accounting tax experience
• Strong expertise in high-net-worth individual, trust, and estate taxation reviewal experience
• Experience reviewing complex Forms 1040, 1041, 1065, 1120, and 1120S
• Advanced knowledge of federal and state tax laws and regulations
• Proven ability to manage client relationships and deliver exceptional service
• Strong analytical, communication, and problem-solving skills
• Ability to work independently while contributing to a collaborative team environment

Base salary

Base salary: $170,000 - $200,000, commensurate with experience

Clear Partnership Track opportunity for the right candidate

Schedule

• 2 days in office, 3 days remote
• 401(k) with employer match
• Medical, dental, and vision insurance
• Paid time off, sick leave, and paid holidaysProfessional development and continuing education support

Hybrid

Hybrid

Ideal Candidate

This role is well suited for a Tax Manager, Senior Tax Manager, or Tax Director who enjoys working directly with high-net-worth clients and sophisticated trust and estate matters and is seeking a long-term leadership opportunity with a pathway to firm ownership.

A bit about us

Boutique Firm with strong high net worth clients, forward thinking, digital processes, and partnership track due to one of the partners retiring.

Why join us?

Our client is a boutique firm managing relationships with high net worth individuals. This role will lead into partner, as on of the partners is retiring.

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