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Orionplacement

Senior Tax Manager - Partner Track

san francisco, CA

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Job description

About the job Senior Tax Manager - Partner Track

Pay: $180,000.00 - $200,000.00 per year

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 years 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+ years 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

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Worksite address

san francisco, CA, 94199, US

Who can apply

Review the original listing for work authorization, qualifications and employer requirements.

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