Description review
Senior Tax Manager - Partner Track
Orion Placement · United States · back to the listing
HR standards
59/100
needs work
Title ↔ description
92/100
strong
Reads as
Accountant
100% confident
What this role officially is
accountant — ESCO, the EU occupation classification
Accountants review and analyse financial statements, budgets, financial reports, and business plans in order to check for irregularities resulting from error or fraud, and provide their clients with financial advice in matters such as financial forecasting and risk analysis. They may audit financial data, resolve insolvency cases, prepare tax returns and provide other tax-related advice in reference to current legislation.
Also known as: accounting technician, production accountant, accounting supervisor, financial accountant, head financial accountant, certified public accountant
How others title the same work
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Startups
- Finance Controller GoSats
What the listing never says
- 20 bullet points. Long requirement lists deter qualified candidates, who read them as hard gates. Scope clarity
The listing, marked up
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 years1 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+ years2 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
Originally posted on Himalayas
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 years1 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+ years2 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
Originally posted on Himalayas