Senior Tax Manager

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

Benefits offered by this job

Hybrid schedule

401(k) with employer match

Medical, dental, and vision insurance

Paid time off, sick leave, and paidhol

Professional development and CE

Job summary

Jobot, a boutique CPA firm serving high-net-worth individuals, seeks a Senior Tax Manager ready for a partnership track as a retiring partner opens the path forward. Lead complex federal and multi-state returns, develop planning strategies, and manage key client relationships.

The role emphasizes trust and estate taxation, leadership of staff, and strategic growth of the practice, with a hybrid schedule (2 days in office, 3 days remote) and a strong benefits package.

Qualifications

• CPA license preferred.
• 10+ years of public accounting tax experience.
• Strong expertise in high-net-worth individual, trust, and estate taxation.
• 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.

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

High-net-worth taxation

Trust and estate taxation

Client relationship management

Staff mentoring

Tax research and analysis

Education

CPA license

Public accounting experience (10+ years)

Job description

Senior Tax Manager Path Towards Partnership

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

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.

Job Details

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.

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

Benefits

• Base salary: $170,000 - $200,000, commensurate with experience
• Clear Partnership Track opportunity for the right candidate
• Hybrid 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 holidays
• Professional development and continuing education support

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.

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.