Senior Tax Manager - Partner Track

Pay: $180,000.00 - $200,000.00 per year

Job description:

Note: This is a remote role, but the qualified candidate must be based in California. Occasional travel (about once per quarter) to the Bay Area office or surrounding areas may be required for client meetings.

Note: The qualified candidate for this position must have at least 10 years of progressive tax experience and an active CPA license.

About Our Client

Our client is not your average accounting firm. They are an entrepreneurial, client-focused team of CPAs and business consultants serving closely held companies, family businesses, entrepreneurs, and high-net-worth individuals across California and beyond. With decades of advanced training, technical expertise, and financial acumen, they pride themselves on delivering value-driven insights, innovative solutions, and long-lasting partnerships.

The culture is collaborative and down-to-earth jeans and t-shirts, not suits and ties while maintaining the highest technical standards. Many clients have been with the firm for generations, a testament to the trust and results they deliver.

Job Description

We are seeking a Senior Tax Manager to join our clients 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.

• 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 3045 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

JPC-385

Requirements: Note, these requirements are in conjunction with the job description but supersede what is written in the ad: Relocation? Must have valid CPA, Must have 10+ years of tax accounting & compliance management experience. Relo okay, unsure if packages avail. Must reside in California, preferably in Bay area or Sacramento. Anywhere in CA is fine.

**MUST SUBMIT A BLIND RESUME TO CLIENT**

• Submission: Name / EM: Yvette Lee / [email protected] - **MUST SUBMIT A BLIND RESUME TO CLIENT** Ie., no name, email, phone, As for the company they worked for, just put ‘Accounting Company’, or ‘Financial Services Company’.

Recruiters Submission: To submit cancel - Name - Senior Tax Manager - Robert Lee & Associates - JPC-385 - Source

**MUST SUBMIT A BLIND RESUME TO CLIENT**

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** New CLIENT AND job order alert**

• Client job title: Senior Tax Manager

• Location: Remote / California

• On site, hybrid, remote: Remote

• Experience: 10

• Good fit job titles/keywords for candidates: Tax Manager, Tax Director, Sr. CPA Consultant

• # of hires needed: 1

• Open or not to recruiters on TE: YES

• Hyperlink job with Zoom video/Note similar roles: