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Sr Tax Manager Partner Track

Jobot

San Mateo, CA

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JOB DETAILS
SALARY
$180,000–$220,000 Per Year
SKILLS
Analysis Skills, Business Strategy, Certified Public Accountant (CPA), Communication Skills, Customer Relations, Customer Relationship Management (CRM), Federal Tax, Leadership, Legal, Mentoring, Organizational Skills, Problem Solving Skills, Public Accounting, Sales Management, Service Delivery, State Tax, Strategic Planning, Succession Planning, Tax Accounting, Tax Planning, Tax Returns, Team Player
LOCATION
San Mateo, CA
POSTED
Today
Senior Tax Manager | Clear Partner Track | Inherit Established Client Book | Boutique CPA Firm | San Mateo, CA

This Jobot Job is hosted by: Eric Kee
Are you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume.
Salary: $180,000 - $220,000 per year

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.


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.


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.

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.

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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 employees
INDUSTRY
Staffing/Employment Agencies
FOUNDED
2018
WEBSITE
http://www.jobot.com