Senior Tax Manager / Principal – Tax & Office Leadership

Jobot; Norwalk (CA); Hybrid; USD 165,000 - 200,000; Full time

Benefits offered by this job

PTO 18 days + 8 holidays

Medical, dental, and vision insurance

401(k) with company contribution

Personal financial planner

CPA study support

Community service time

Flexible work arrangements

Job summary

Jobot seeks a Senior Tax Manager/Principal to lead the Connecticut practice, partnering with current leadership to learn the office’s client base, team, culture, operations, and business while preparing for future leadership responsibilities.

You’ll manage a substantial book of business, deliver proactive tax planning and advisory services, and mentor staff as you progress toward Principal-level leadership and broader office responsibilities.

Qualifications

• Active CPA or EA license.
• 10+ years of progressive public accounting experience, with emphasis on complex business and individual taxation.
• Significant experience managing client relationships and a book of business.
• Strong technical tax, planning, research, and advisory skills.
• Experience leading, coaching, and developing professional staff.
• Excellent communication, organizational, and client service skills.

Responsibilities

• Partner with current Connecticut leadership to learn the office’s client base, team, culture, operations, and business while preparing for future leadership responsibilities.
• Build and maintain strong client relationships while managing and growing a significant book of business.
• Review complex business and individual tax returns, including multi-state filings, and provide guidance on complex federal, state, and local tax matters.
• Deliver proactive, year-round tax planning and strategic advisory services to help clients identify opportunities and make informed financial decisions.
• Identify opportunities to expand client relationships and connect clients with additional services and expertise.
• Lead, coach, mentor, and develop tax professionals while overseeing workflow, client assignments, and engagement execution.
• Participate in recruiting, developing, and retaining high-performing team members.
• Build relationships with prospective clients, referral sources, and the local business community to support business development and practice growth.
• Collaborate with firmwide leadership and shared service teams to support broader firm strategies and initiatives.
• Gradually assume increased responsibility for office leadership, staffing, client relationships, operations, and business performance.
• Ultimately serve as the senior leader and primary point of contact for the Connecticut office, responsible for its people, clients, business, and overall success.

Skills

CPA license

Public accounting

Client relationships

Leadership

Business development

Education

Bachelor's degree in Accounting

CPA or EA license

Job description

Ready to Lead a Connecticut Tax Practice? Senior Tax Manager / Principal | Succession Opportunity | Path to Office Leadership

Salary: $165,000 – $200,000 per year

A bit about us:

Our top client is a well-established public accounting and advisory firm providing tax, audit, accounting, and consulting services to business owners, entrepreneurs, organizations, and individuals.

With a relationship-driven approach, the firm goes beyond traditional compliance to deliver proactive tax planning, strategic advisory services, and personalized solutions that help clients achieve their business and financial goals. The team values collaboration, professional development, and building lasting client relationships.

Why join us?

A Unique Succession Opportunity: Join an established Connecticut practice and work directly alongside the current office leaders over the next several years, learning the business, building relationships, and preparing for a thoughtful leadership transition as they approach retirement.

A Clear Path to Principal and Office Leadership: This opportunity is ideal for an experienced Senior Tax Manager ready to advance into a Principal-level role or an established Principal seeking an opportunity to lead an office. Prior office leadership experience is a plus, but the firm is equally interested in individuals with demonstrated leadership potential.

Meaningful Leadership and Ownership: Ultimately, you’ll have the opportunity to lead the Connecticut office, with responsibility for its people, clients, business development, operations, and continued growth.

Mentorship Without the Pressure to Do It All on Day One: Benefit from the knowledge and guidance of established leaders while gradually assuming greater responsibility and building the relationships needed for long-term success.

A Collaborative, Relationship-Driven Culture: Work in an environment that values autonomy, professional growth, teamwork, and trusted client relationships, with the opportunity to make a meaningful impact on the firm’s future.

Competitive Benefits and Flexibility:

• 18 days of paid time off and 8 paid holidays.
• Medical, dental, and vision insurance, including HSA and FSA options.
• 401(k) with a generous company contribution.
• Access to a personal financial planner, plus legal and life insurance.
• Educational assistance for CPA studies and other qualifying education expenses.
• Paid time to give back to the community.
• Flexible work arrangements, including in-office, hybrid, and remote models depending on position and location.

Job Details

• Partner with current Connecticut leadership to learn the office’s client base, team, culture, operations, and business while preparing for future leadership responsibilities.
• Build and maintain strong client relationships while managing and growing a significant book of business.
• Review complex business and individual tax returns, including multi-state filings, and provide guidance on complex federal, state, and local tax matters.
• Deliver proactive, year-round tax planning and strategic advisory services to help clients identify opportunities and make informed financial decisions.
• Identify opportunities to expand client relationships and connect clients with additional services and expertise.
• Lead, coach, mentor, and develop tax professionals while overseeing workflow, client assignments, and engagement execution.
• Participate in recruiting, developing, and retaining high-performing team members.
• Build relationships with prospective clients, referral sources, and the local business community to support business development and practice growth.
• Collaborate with firmwide leadership and shared service teams to support broader firm strategies and initiatives.
• Gradually assume increased responsibility for office leadership, staffing, client relationships, operations, and business performance.
• Ultimately serve as the senior leader and primary point of contact for the Connecticut office, responsible for its people, clients, business, and overall success.

What You’ll Bring

• Bachelor’s degree in Accounting or a related field.
• Active CPA or EA license.
• 10+ years of progressive public accounting experience, with an emphasis on complex business and individual taxation.
• Significant experience managing client relationships and a book of business.
• Strong technical tax, planning, research, and advisory skills.
• Experience leading, coaching, and developing professional staff.
• Excellent communication, organizational, and client service skills.
• An interest in business development, networking, and cultivating long-term client relationships.
• Strong business judgment and the ability to balance client service, people leadership, and competing priorities.
• The ability to work independently while valuing collaboration, mentorship, and partnership with other leaders.
• A desire and demonstrated potential to grow into broader practice and office leadership responsibilities.
• Prior experience leading an office, practice group, department, or significant team is a plus, but not required. The firm is open to both established leaders ready to step into greater responsibility today and accomplished Senior Tax Managers who are ready to grow into a Principal-level leadership position.
• Ready to take the next step in your tax leadership career? This is an opportunity to build on your tax expertise, develop lasting client and team relationships, and position yourself to lead an established Connecticut practice for years to come.

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.