Senior Tax Manager – Partnership Track (San Mateo, CA)

Senior Tax Manager – Partnership TrackSan Mateo, CA | Hybrid | $185K–$225K + Benefits + Partnership Opportunity

Prevail Recruiting is partnering with a well-established boutique CPA firm in the San Mateo area to identify an experienced Senior Tax Manager for a key leadership position with a direct path to partnership.

This is an excellent opportunity for an accomplished public accounting tax professional who wants more than another Tax Manager position. The successful candidate will step into significant client and team leadership responsibilities, inherit an established book of business over time, and have the opportunity to progress toward equity partnership within approximately 2–3 years.

What You'll Do

• Prepare and review complex federal and state tax returns for high-net-worth individuals, corporations, partnerships, trusts, and estates

• Lead year-round tax planning, projections, and strategic advisory engagements

• Manage complex tax matters, including IRS audits and tax notices

• Serve as a trusted advisor and primary relationship manager for key clients

• Assume responsibility for an established client portfolio

• Lead, mentor, review, and develop tax and accounting professionals

• Participate in firm leadership, operational decisions, and long-term growth strategy

• Identify opportunities to expand existing client relationships and develop new business

• Work directly with firm leadership as part of a defined succession and partnership plan

What We're Looking For

• Active CPA license

• Approximately 10+ years of progressive public accounting experience

• Significant experience preparing and reviewing complex tax returns

• Strong technical background across individual, corporate, partnership, trust, and estate taxation

• Experience managing high-net-worth and/or closely held business clients

• Proven ability to supervise, mentor, and develop accounting professionals

• Strong tax planning and research capabilities

• Excellent client-facing, communication, and relationship-management skills

• Leadership mentality with an interest in ultimately becoming an equity partner

• Ability to work effectively in a collaborative boutique-firm environment

Compensation & Benefits