Sr Tax Manager Partner Track

LeoForce; San Mateo (CA); On-site; USD 170,000 - 230,000; Full time

Job summary

LeoForce, a boutique CPA firm on the San Francisco Peninsula, seeks a Senior Tax Manager to lead tax engagements, mentor staff, and guide strategic client advisory services. This role is positioned for leadership within the firm as it prepares for partner succession.

The successful candidate will oversee complex federal and state tax matters, drive planning, and manage key client relationships while contributing to the firm’s growth and equity partnership pathway.

Qualifications

• Active CPA license.
• 15+ years of public accounting experience with strong tax preparation and review expertise.
• Deep knowledge of individual, corporate, partnership, trust, and estate taxation.
• Proven leadership experience managing client relationships and developing staff.
• Strong communication, organizational, analytical, and problem-solving skills.

Responsibilities

• Prepare and review complex federal and state tax returns for individuals, corporations, partnerships, trusts, and estates.
• Provide strategic tax planning, projections, and guidance while leading IRS audits and tax notice responses.
• Manage and expand client relationships by delivering exceptional service and trusted business advice.
• Supervise, mentor, and develop accounting and tax staff while fostering a collaborative team environment.
• Contribute to firm leadership, business strategy, and long-term growth as part of the firm's succession plan.

Skills

CPA license

Public accounting experience

Leadership experience

Communication skills

Analytical skills

Job description

Job Description

Experience

Senior Level

Salary

$180,000 - $220,000 per year

Job Details

As a Senior Tax Manager, you'll serve as a trusted advisor to clients while leading tax engagements and mentoring the next generation of professionals.

• Prepare and review complex federal and state tax returns for individuals, corporations, partnerships, trusts, and estates.
• Provide strategic tax planning, projections, and guidance while leading IRS audits and tax notice responses.
• Manage and expand client relationships by delivering exceptional service and trusted business advice.
• Supervise, mentor, and develop accounting and tax staff while fostering a collaborative team environment.
• Contribute to firm leadership, business strategy, and long-term growth as part of the firm's succession plan.

Qualifications

• Active CPA license.
• 15+ years of public accounting experience with strong tax preparation and review expertise.
• Deep knowledge of individual, corporate, partnership, trust, and estate taxation.
• Proven leadership experience managing client relationships and developing staff.
• Strong communication, organizational, analytical, and problem-solving skills.

A bit about us

We are a well-established boutique CPA firm with more than 40 years of serving businesses and individuals throughout the San Francisco Peninsula. Our firm is built on long-term client relationships, technical excellence, and a collaborative culture. As we prepare for the retirement of one of our partners, we're seeking an experienced tax professional to step into a leadership role with a clear path to equity partnership.

Why join us

• Clear Path to Partnership – Opportunity to become an equity partner within the next few years.
• Established Book of Business – Inherit a stable, long-standing client portfolio from a retiring partner.
• Leadership Opportunity – Play a key role in firm management, mentoring staff, and shaping future growth.
• Collaborative Boutique Firm – Join a respected firm where your contributions have a direct impact.
• Competitive Compensation & Benefits – Comprehensive health benefits, retirement plan, and a compensation package based on experience.

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