Senior Tax Manager (Partnership Track)

Jobot; San Dimas (CA); On-site; USD 150,000 - 225,000; Full time

Job summary

Jobot in California is seeking a Tax Leader to become Senior Manager on the path to partnership. You will manage complex tax engagements, advise on tax strategy, and grow client relationships while mentoring staff in a collaborative, growth-focused environment.

The role emphasizes leadership, ownership, and a clear path to equity, with a compensation range of $150,000–$225,000 per year. This is an in-office position with strong opportunities for advancement.

Qualifications

• CPA required or equivalent with active license.
• 8–12+ years of public accounting tax experience.
• Strong technical expertise in business and individual taxation (C-Corp, S-Corp, partnerships, 1040s).
• Proven ability to manage client relationships independently.
• Interest in leadership and long-term growth (partnership mindset).
• Experience reviewing work and mentoring staff.

Responsibilities

• Manage and review complex tax engagements.
• Serve as a trusted advisor to clients on tax strategy and planning.
• Develop and maintain strong client relationships.
• Mentor and review work of staff and seniors.
• Identify opportunities to grow client relationships and firm revenue.
• Play a key role in long-term firm leadership and succession planning.

Skills

Tax expertise

Client relationship management

Leadership

Mentoring staff

Business taxation

Education

CPA certification

Job description

Tax Leader Wanted: Senior Manager Ready for Partnership Track

Salary: $150,000 - $225,000 per year

A bit about us:

We are a well-established, relationship-driven CPA firm focused on delivering high-quality tax and advisory services to closely held businesses and high-net-worth individuals. Our approach is built on long-term client partnerships, technical excellence, and a collaborative team environment. Unlike larger firms, we offer a clear and achievable path to partnership—giving experienced tax professionals the opportunity to take ownership of their career and directly influence the firm’s future.

Why join us?

• Defined Path to Partner – This is not a “maybe someday” opportunity. We are actively looking for a future leader of the firm.
• Client-Facing & Strategic Work – Move beyond compliance into advisory, planning, and relationship management.
• Autonomy & Influence – Have a voice in decisions, processes, and growth strategy.
• Established Client Base – Step into strong existing relationships with room to expand.

Job Details

What You’ll Do

• Manage and review complex tax engagements
• Serve as a trusted advisor to clients on tax strategy and planning
• Develop and maintain strong client relationships
• Mentor and review work of staff and seniors
• Identify opportunities to grow client relationships and firm revenue
• Play a key role in long-term firm leadership and succession planning

What We’re Looking For

• CPA required
• 8–12+ years of public accounting tax experience
• Strong technical expertise in business and individual taxation (C-Corp, S-Corp, partnerships, 1040s)
• Proven ability to manage client relationships independently
• Interest in leadership and long-term growth (partnership mindset)
• Experience reviewing work and mentoring staff

Compensation & Growth

• Competitive base salary + bonus
• Clear, structured path to partnership/equity
• Long-term wealth-building opportunity

Important Note on Schedule

This role is primarily in-office to support collaboration, mentorship, and client engagement. We recognize this is a commitment—and we aim to balance it with meaningful career upside, leadership opportunity, and long-term growth that fully remote roles often can’t provide.

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.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.