Senior Tax Manager (Partner Track)
Jobot
San Dimas, CA
JOB DETAILS
SALARY
$150,000–$225,000 Per Year
SKILLS
Accounting, Business Plan, Business Strategy, Certified Public Accountant (CPA), Communication Skills, Corporate Tax, Customer Relations, Customer Support/Service, Establish Priorities, Estate Planning, Federal Tax, High Net Worth, International Tax, Leadership, Legal, Local Tax, Mentoring, Mergers and Acquisitions, Nonprofit, Public Accounting, Sales Management, State Tax, Succession Planning, Tax Accounting, Tax Planning, Tax Regulations, Tax Returns, Technical Delivery
LOCATION
San Dimas, CA
POSTED
3 days ago
This Jobot Job is hosted by: Jeremy Pike
Are you a fit? Easy Apply now by clicking the "Quick Apply" buttonand sending us your resume.
Salary: $150,000 - $225,000 per year
A bit about us:
We are a full-service public accounting and advisory firm specializing in sophisticated tax planning and compliance for closely held businesses, high-net-worth individuals, and complex entities. In today’s constantly evolving tax environment, the firm is committed to staying on the cutting edge—combining deep technical expertise, current tax law knowledge, and advanced technology to deliver accurate, strategic, and forward-looking tax solutions.
The firm’s tax practice spans business entities, individuals, estates and trusts, international taxation, state and local tax, succession planning, and IRS representation. Rather than a transactional approach, we partner closely with clients year-round to integrate tax planning into their broader business and wealth strategies.
Why join us?
This is an opportunity to step into a true advisory and leadership role within a firm that values thoughtful tax planning, client relationships, and professional autonomy. You’ll work on complex and interesting matters—from entity structuring and multi-state taxation to estate planning and business transitions—while having direct access to decision-makers and clients.
The firm offers a collaborative culture where senior professionals are trusted advisors, not just reviewers. You’ll have the ability to influence tax strategy, mentor staff, and help shape client outcomes, all within a stable and well-respected firm that prioritizes long-term relationships over volume-driven work.
Job Details
The Senior Tax Manager will oversee complex tax engagements and serve as a key advisor to clients across a diverse portfolio.
Key Responsibilities:
- Manage and review federal, state, and local tax returns for corporations, partnerships, LLCs/LLPs, individuals, trusts, estates, and not-for-profit organizations
- Lead proactive tax planning initiatives aligned with clients’ business, wealth, and succession goals
- Advise on entity structuring, business acquisitions, reorganizations, and transactions
- Provide guidance on multi-state, SALT, international, and specialized tax matters as applicable
- Represent clients before federal and state tax authorities when needed
- Serve as the primary client contact, building long-term, trusted relationships
- Mentor and develop tax staff; review work and ensure technical excellence
Qualifications:
- Bachelor’s degree in Accounting or related field (Master’s in Tax preferred)
- CPA required
- 7+ years of public accounting tax experience with strong review and client management exposure
- Broad technical tax knowledge with planning-focused mindset
- Strong communication skills and ability to manage multiple engagements
Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.
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.
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About the Company
J
Jobot
Jobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values.
Founded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA).
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COMPANY SIZE
100 to 499 employeesINDUSTRY
Staffing/Employment Agencies
FOUNDED
2018
WEBSITE
http://www.jobot.com