Senior Tax Manager – AI Powered Accounting Innovation

Senior Tax Manager

AI-Powered Accounting Innovation | Hybrid in the Bay Area. Offices in Santa Cruz, Cupertino, and Pleasanton

Are you a seasoned tax leader ready to ditch the status quo and help reinvent public accounting? We’re working with a fast-growing tax and accounting practice. This is a VC-backed fintech company that’s redefining how financial decisions are made through reasoning, machine learning, and generative AI.

This firm is building a modern CPA firm from the ground up. Leveraging cutting-edge AI to deliver faster, smarter service to clients while creating a better, more scalable experience for tax professionals. Backed by an intelligent platform that improves with every team interaction.

About the Role: This is a high-impact, client-facing leadership role. You’ll work closely with a team of tax professionals and client advocates to manage complex client relationships, deliver tax planning and compliance, and support strategic growth.

What You’ll Do

Client Relationship Management

• Lead high-level tax planning, compliance, and consulting engagements.
• Act as a trusted advisor, delivering strategic tax guidance tailored to each client.
• Build long-term relationships by identifying opportunities and addressing client needs proactively.

Tax Compliance & Planning

• Oversee the preparation and review of complex tax returns (corp, partnerships, individuals, trusts, estates).
• Provide advanced tax planning strategies to optimize tax positions.
• Stay on top of regulatory changes and advise clients on implications and opportunities.

Team & Practice Development

• Mentor and lead a team of tax professionals; support their development and performance.
• Identify areas to expand services and bring more value to clients.
• Uphold quality, ethics, and defensible tax positions across the practice.

What You Bring

• CPA required.
• 10+ years of public accounting/tax experience, including complex tax compliance and planning.
• Experience managing professionals and delivering excellent client service.
• Strong technical command of federal, state, and local tax regs.
• Familiarity with tax software (e.g., UltraTax, Axcess Tax, Lacerte) and Excel.

Bonus Points For:

• Master’s in Tax or related field.
• Business development experience.
• Comfort with project management tools and workflow systems.

What They’re Offering

• Leadership Impact – Help shape the future of the accounting industry.
• Collaborative Culture – A transparent, inclusive team where your voice matters.
• Flexible Work – Remote-friendly with Bay Area office access.
• Compensation & Benefits – Strong salary + equity, full medical/dental/vision, 401(k) match, and more.

Application Instructions:

Please send your resume in Word format to:

Brianna Rooney
Premier Financial Search
[email protected]
818-564-5431

Let’s Connect & Explore Your Options

We are actively hiring for a range of positions across multiple firms. If you have a background in public accounting, but feel this specific role isn’t quite the right fit, let’s connect! Send us your resume, and we’ll work with you to explore opportunities with other top-tier CPA and Business Management firms that align with your career goals.

About Us

Premier Financial Search specializes in placing top-tier Accounting and Financial professionals within CPA and Business Management firms. We work with national, regional, and boutique firms in California, Texas, Illinois, Georgia, Washington, and beyond. Whether you’re in Los Angeles, Austin, Seattle, or anywhere in between, we help great people find purpose-driven work they love.