About the Role
Position: Senior Tax Manager Location: North Bay, CA (Hybrid/Remote Flexibility) Overview : We’re partnering with a growing, well-established wealth advisory firm in the North Bay seeking a Senior Tax Manager to step into a high-impact leadership role. This position blends technical tax expertise, team leadership, and client advisory, ideal for a CPA or EA who enjoys working closely with clients while helping shape and mentor a strong tax team. This is a unique opportunity to move beyond compliance and play a more strategic role within an integrated financial environment. What You’ll Be Doing Lead and oversee tax operations across multiple locations Review complex individual, partnership, corporate, and fiduciary returns Provide tax planning and advisory services to high-net-worth individuals and business clients Mentor and develop a team of tax professionals Partner cross-functionally with financial advisors and planning teams Ensure accuracy, compliance, and continuous process improvement What We’re Looking For Active CPA or EA license (required) 5+ years of progressive tax experience, including review and leadership Strong background in individual and business tax Experience working with high-net-worth clients is highly preferred Ability to balance technical work with client interaction and team leadership Experience with tax software such as Lacerte, UltraTax, or similar Why This Role Stands Out Opportunity to step into a true leadership role (not just a reviewer) Collaborative, team-oriented environment with strong internal support Exposure to integrated wealth, tax, and planning strategies Hybrid/remote flexibility with strong work-life balance focus Growth-oriented firm with long-term opportunity Compensation $135K – $170K base salary (depending on experience) Performance-based bonus Comprehensive benefits + retirement plan + PTO If you’re a CPA or EA looking to elevate your role into something more strategic and client-focused, this is a great opportunity to explore.