Tax Manager - Client-Facing | Novato, CA (Hybrid)

Tax Manager - Client-Facing | Novato, CA (Hybrid) Are you a highly experienced CPA ready to step into a leadership role where client relationships and team mentorship are key to success? Join a firm recently named one of the "Best Firms to Work For" where your expertise in complex tax and accounting projects will drive growth and client satisfaction.We are actively recruiting a Tax Manager to be a core part of our team, working in our Novato, California office at least part-time.The Offer Base Salary: $125,000 - $135,000 annually.Bonus Potential: Earn an additional $18,000 - $23,000 annually through two separate programs for achieving chargeable hour goals (FIP) and performance/development targets (PMP).Total Compensation Range: $143,000 - $158,000 (prorated the first year).Benefits & Culture:Named one of the "Best Firms to Work For" by Accounting Today.Comprehensive medical, dental, vision, life insurance, and 401(k) plan.Commitment to work/life balance with generous PTO, 12 paid holidays, flexible hours, and remote work opportunities.Additional perks: Commuter assistance, CPA exam prep reimbursement, tuition reimbursement, and fitness reimbursement.What You'll Be Doing (The Manager Role) As a Tax Manager, you will be a central figure in client management, technical execution, and staff development.Client Leadership:Develop and maintain meaningful client relationships to ensure high satisfaction.Actively execute client retention strategies and identify opportunities to expand services.Lead client communication and take responsibility for engagement deliverables.Technical Oversight:Assume responsibility for complex accounting and tax engagements.Prepare a wide variety of complex corporate, individual, partnership, fiduciary, and other tax returns with minimal supervision.Review moderately complex returns prepared by junior staff and provide detailed review points and coaching.Identify and communicate tax planning opportunities and issues to clients and partners.Team Development:Supervise, coach, train, and mentor Staff and less experienced Senior Accountants.Assist in assigning appropriate staff based on engagement difficulty and availability.Demonstrate mastery of time management and organizational skills, and delegate effectively.What You'll Bring (Requirements) Education & Licensing:Bachelor's Degree with a major or concentration in Accounting, Tax, or a related field.Must hold a valid and current CPA license. (EA is not an acceptable alternative.)Experience:Minimum of 5+ years of progressively responsible experience with a public accounting firm.Significant experience with tax engagements for both individual and closely-held businesses.Strong general accounting knowledge, including complex journal entries and trial balance work.Skills:Demonstrated proficiency with tax law and complex tax research.Proficiency with standard tax software (Lacerte and/or ProSystems FX) and Excel.Excellent interpersonal, communication, and time management skills.Proven ability to supervise and develop others.Location & Logistics Hybrid Model: This position is hybrid and requires you to work out of our Novato, CA office at least part of the time.Local Candidates Only: We are NOT considering fully remote candidates or providing relocation assistance.Benefits

Created: 2025-11-12