Senior Tax Manager - Partner Track

Ives & Associates; San Francisco (CA); Remote; USD 120,000 - 150,000; Full time

Job summary

A leading financial consulting firm in California is seeking a Senior Tax Manager to oversee tax planning and compliance, manage client relationships, and lead a team. Candidates with over 10 years of tax experience and an active CPA license are encouraged to apply. The role offers a partnership track, remote flexibility, and opportunities for ownership. Join a diverse team focused on delivering high-quality solutions.

Benefits

Dental insurance

Health insurance

Paid time off

Retirement plan

Vision insurance

Work from home

Qualifications

• 10+ years of progressive tax experience, including significant leadership/managerial responsibilities.
• Strong technical expertise in tax law with ability to advise on complex issues.
• Must be based in California (Bay Area or Sacramento preferred).

Responsibilities

• Lead and oversee tax planning, consulting, compliance, and review services.
• Manage client relationships, offering proactive advice and tailored solutions.
• Review and supervise the work of staff and managers.

Skills

Tax consulting

Client relationship management

Leadership

Technical tax law expertise

Communication

Education

Active CPA license

Job description

Job Description

We are seeking a Senior Tax Manager to join our client’s growing team. This role offers a clear partner track, working directly alongside the Managing Partner who is planning for retirement in the coming years. The successful candidate will have the opportunity to build equity and eventually own part of the business.

Responsibilities

• Lead and oversee tax planning, consulting, compliance, and review services for a diverse client base including trusts, technology, manufacturing, and international businesses
• Serve as the right hand to the Managing Partner with clear advancement into partnership
• Manage client relationships, offering proactive advice and tailored solutions
• Review and supervise the work of staff and managers across multiple projects
• Conduct high-level technical review, tax projections, and research on complex matters
• Work primarily remote with occasional travel for client meetings and firm retreats
• Collaborate with team members across California to deliver high-quality results

Qualifications

• 10+ years of progressive tax experience, including significant leadership / managerial responsibilities
• Active CPA license required
• Strong technical expertise in tax law with ability to advise on complex, multi-industry issues
• Experience with trusts, technology, manufacturing, or international tax strongly preferred
• Excellent leadership, communication, and client advisory skills
• Must be based in California (Bay Area or Sacramento preferred; relocation within 30–45 days is acceptable)
• Entrepreneurial mindset with interest in firm ownership / partnership track

Why This Is a Great Opportunity

• Defined partnership track with equity ownership opportunity
• Direct mentorship and succession path from the Managing Partner
• Entrepreneurial, flexible culture that values both technical skill and work-life balance
• Diverse client base across industries and high-net-worth individuals
• Fully remote flexibility with minimal required travel
• Long-term leadership growth with ownership potential

Benefits

• Dental insurance
• Health insurance
• Paid time off
• Retirement plan
• Vision insurance
• Work from home