Partner Track Tax Manager, California

PARTNER TRACK TAX MANAGER

Location: San Francisco Bay Area- Hybrid Role

Company Overview:
Join a prestigious boutique CPA firm specializing in high-net-worth individuals and small businesses with complex tax needs. Known for a hands-on approach, a selective client base, and a collaborative, fun office culture, this firm provides a clear path to partnership for the right candidate.

Position Summary:
As a Partner Track Tax Manager, you will play a key leadership role in tax preparation, tax strategy consulting, and managing a portfolio of high-net-worth individuals and small business clients. The firm values professionals who take full ownership of the tax process rather than delegating work to junior team members.

Key Responsibilities:

Prepare and review C-Corp, S-Corp, Partnership, Individual, and Multi-State Tax Returns

Develop and implement tax strategies to minimize liabilities for clients

Manage a diverse client portfolio, ensuring exceptional service and compliance

Conduct tax research, federal tax compliance, and tax analysis

Provide expert advisory services for business succession and high-net-worth individuals

Oversee tax planning for foreign tax situations and complex financial structures

Work closely with firm leadership to grow the practice and transition into a partner role

Qualifications:

CPA License (Required)

5-10 years of income tax preparation experience in public accounting

Proficiency with Lacerte Tax (Highly Preferred)

Experience preparing and reviewing complex tax returns

Strong background in federal tax compliance, tax analysis, and advisory

Prior experience managing client portfolios in a boutique or small CPA firm

Preferred but Not Required:

Management-level tax accounting experience

Experience with QuickBooks (Pro & Online), Adobe Acrobat, and Microsoft Office

Familiarity with OfficeTools CRM

Knowledge of business succession planning and foreign tax situations

Compensation & Benefits:

Salary: $125,000+ DOE

401(k) with company match

Medical and dental insurance stipends

Continuing education and training opportunities

Paid time off and holidays

We value diversity in the workplace and encourage applications from qualified individuals regardless of race, color, national origin, gender, religion, age, disability, veteran status, or any other protected classification.