Senior Tax Manager / Tax Director

Compensation: $160k-$225k+ base | Performance bonuses | Partner track in under 2 years

Requirements: CPA required | 8-10+ years tax experience | Proven leader

Location: Remote in Northern California (San Jose office)

Well-established San Jose CPA firm seeking a tax leader to join our succession plan.

We're a growing firm with 50+ employees serving diverse clients from startups to privately held businesses generating up to $500M in annual revenue. We work across construction, manufacturing, non-profit, technology, and emerging startups—keeping your work intellectually stimulating and varied.

This is a high-impact role with a clear path to Partner in less than 2 years. We're thinking long-term and seeking someone who could step into the Managing Partner role as part of our succession planning.

What You'll Do:

• Lead complex tax engagements across diverse industries and client types
• Manage and grow your own book of business from day one
• Provide sophisticated tax planning and advisory services to clients generating up to $500M in revenue
• Mentor and develop tax professionals across the firm
• Collaborate with firm leadership on strategic growth initiatives
• Build the firm's future as part of succession planning

What You'll Bring:

• 8-10+ years of public accounting experience with increasing responsibility
• Active CPA license required
• Strong technical skills in entity and individual taxation
• Proven experience managing client relationships and book of business
• Background in construction, manufacturing, or technology/startups is a plus
• Desire to step into a long-term leadership role with equity opportunity

Why This Stands Out:

• Partner track in less than 2 years with clear path to equity and leadership
• Managing Partner succession opportunity—this is your chance to build and lead
• Remote flexibility with autonomy to work where you're most productive
• No micromanagement—we trust our professionals and foster accountability
• Diverse client portfolio keeps your work intellectually stimulating
• Collaborative culture where the team supports each other and shares knowledge
• Reasonable busy season expectations with emphasis on work-life balance

Total Compensation:

• Base: $160,000 - $225,000+ (experience-based)
• Discretionary performance bonuses
• Comprehensive health, dental, and vision coverage
• 401(k) retirement plan
• Generous PTO
• Partner equity opportunity in under 2 years

Our Culture:

We're building something to last. No repetitive, one-size-fits-all client work here—you'll stay challenged and fulfilled while working with a team that values collaboration over competition. If you're ready to step into leadership and build long-term equity, we're ready to invest in you.

This role combines flexibility, genuine leadership potential, and engaging work with a clear path to ownership. If you're looking for your long-term home with real upside, let's talk.

Apply: Email your resume to keith.shuler@levelociti.com for immediate consideration.

View more roles: https://levelociti.com/job-search/