Senior Tax Manager

Senior Tax Manager / Director: Petaluma area, with a fast track to partner

You’ve spent years as the person who holds tax engagements together. You review the work, keep clients happy and get the team through deadline after deadline. You know you’re operating at the next level. But at your firm, the partner seats are full, the people sitting in them aren’t moving, and “partner track” has become something people say at reviews rather than something that actually happens.

This role exists because the opposite is happening here.

A multi-state CPA platform with a growing Northern California presence is opening up local leadership quickly. Several current leaders are moving into firmwide roles. Partners are retiring, and two of their books are in transition right now. Those client relationships need a successor, and the firm would rather it be someone it hires now and develops than someone it scrambles to find later.

Where you come in

You’d run tax engagements end to end, own the client relationships directly and lead the team doing the work. Offshore teams handle prep and first-level review. That means your time goes on what actually builds a career: higher-level review, client contact and winning new work. You won’t be stuck grinding through production.

The firm is a generalist tax practice today and is building out specialist niches. If there’s a sector you know well, there’s room to make it yours as it grows. The right person could also inherit client relationships from one of the partner books in transition.

The firm is also investing properly in AI and automation, not resisting it. For anyone tired of firms that see technology as a threat, that makes this a very different conversation.

Your pace, your path

Not everyone wants partner, and this firm doesn’t pretend they should. Some people want the partner track, and there’s a structured leadership development program and a fast route to signing authority for those with the technical ability. Others are better suited as a long-term director with real autonomy over clients and niches. The firm will work with either.

What you’ll bring

• Senior Manager experience in public accounting, ideally with Director-level scope
• A track record of running engagements and leading a team through delivery
• Strong direct client contact: owning the relationship, not just the technical work
• Willingness to take on business development over time
• An interest in AI and automation is a plus, not a requirement

What’s on offer

• $150,000 to $220,000 base, plus incentive comp tied to margin and business development
• A credit-based bonus, including credit for referring work like R&D studies to the advisory team without having to do the work yourself
• Hybrid working, generally three days a week in the office
• A structured leadership program for those on the partner track
• A fast-tracked path to signing authority
• Real local autonomy, even as the wider firm grows

If you’ve been waiting for a partner seat that keeps not opening up, this is one that is.

Interested?

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