Tax Senior​/Tax Manager

Position: Tax Senior / Tax Manager
Our client is a well-established, relationship-driven CPA firm based in San Rafael, CA, serving closely held businesses, high-net-worth individuals, and family groups. They are seeking an experienced Tax Senior or Tax Manager to join their growing team and play a key role in client service and firm growth.

Responsibilities

• Prepare and review complex federal and state tax returns for individuals, partnerships, S corporations, and C corporations.

• Manage multiple client engagements from planning through completion, ensuring accuracy, timeliness, and compliance.

• Provide proactive tax planning and consulting to clients, including entity structuring, multi-state issues, and year-round advisory support.

• Research and interpret tax laws and regulations; prepare tax memoranda and communicate findings to clients and internal teams.

• Serve as a primary point of contact for clients, building long-term relationships and acting as a trusted advisor.

• Review work prepared by junior staff and provide coaching, mentorship, and technical guidance.

Qualifications

• Bachelor’s degree in Accounting or related field required.

• CPA license or CPA-eligible strongly preferred.

• Minimum of 3+ years of experience in public accounting tax.

• Experience with Lacerte highly preferred.

• Experience with individual and business tax returns required; exposure to high-net-worth clients is a plus.

• Strong technical tax knowledge and research skills.

• Excellent communication skills and a client-focused mindset.

• Ability to manage multiple deadlines in a collaborative, small-firm environment.

• Strong work/life balance and flexible culture

• Competitive compensation based on experience

• Direct client exposure and meaningful advisory work

• Opportunity for advancement into leadership

• Supportive, close-knit team environment

If interested, please apply here or send your resume confidentially to .

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