Senior Tax Manager - Hybrid, Path to Partnership

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

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.