Job Description

Job Title:

Senior Tax Manager / Tax Director (Path to Partner)

Location:

San Francisco Bay Area (Multiple Locations: DT SF, East Bay, San Mateo & Palo Alto)

About Us:

A leading accounting firm in the San Francisco Bay Area, offering comprehensive accounting, tax, and consulting services to a diverse clientele. Our team is dedicated to providing exceptional client service, fostering a collaborative and supportive work environment, and supporting the professional growth of our team members. Been consistently named a Best Place to Work 10 years in a row, is listed as a Fastest Growing Private Company, and has been named one of the Top Accounting Firms in the San Francisco Bay Area.

Position Summary:

As a Senior Tax Manager / Tax Director, you will play a crucial role in overseeing the tax department, managing client relationships, and providing strategic tax planning and advisory services. This position offers a unique opportunity for growth, with a clear path to becoming a partner in the firm. The ideal candidate will have a strong background in tax, excellent leadership skills, and a commitment to delivering high‑quality client service.

Key Responsibilities:

• Client Management:

  • Develop and maintain strong client relationships, acting as a trusted advisor on tax‑related matters.
  • Lead client engagements, including tax planning, compliance, and consulting services for individuals, corporations, partnerships, and other entities.
  • Provide proactive tax planning and strategic advice to clients to minimize tax liabilities and maximize financial outcomes.

• Technical Expertise:

  • Stay current with changes in tax laws and regulations, ensuring compliance and identifying opportunities for clients.
  • Review and sign off on complex tax returns and other deliverables prepared by the tax team.
  • Provide technical guidance and mentorship to junior staff, fostering their professional development.

• Team Leadership:

  • Manage and mentor a team of tax professionals, providing training, feedback, and performance evaluations.
  • Collaborate with other departments and partners to deliver integrated services to clients.
  • Foster a positive and inclusive work environment that encourages teamwork and continuous improvement.

• Business Development:

  • Identify and pursue new business opportunities, contributing to the growth of the firm.
  • Participate in networking events, industry associations, and community activities to enhance the firm's visibility and reputation.
  • Develop and implement marketing strategies to attract and retain clients.

• Operational Excellence:

  • Oversee the efficiency and effectiveness of the tax department's operations, ensuring high‑quality service delivery.
  • Implement best practices and process improvements to enhance productivity and client satisfaction.
  • Manage budgets, billing, and profitability for the tax department.

Qualifications:

• CPA license required
• Minimum of 7-10 years of experience in public accounting with a focus on tax.
• Proven track record of managing client relationships and delivering exceptional client service.
• Strong technical knowledge of federal, state, and local tax laws and regulations.
• Excellent leadership and management skills, with the ability to mentor and develop staff.
• Outstanding communication and interpersonal skills.
• Strategic thinker with strong analytical and problem‑solving abilities.
• Business development experience and a growth mindset.

Benefits:

• Competitive salary and performance‑based bonuses.
• Comprehensive benefits package, including health, dental, vision, and retirement plans.
• Generous paid time off and flexible work arrangements.
• Continuing education and professional development opportunities.
• Supportive and collaborative work environment.
• Clear path to partnership with mentorship and guidance from current partners.

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