Senior Tax Manager

01 Key Responsibilities

50_%

Tax Leadership

30_%

People Leadership

20_%

Bookkeeping Operations Oversight

AS NEEDED_%

Client Interaction

Tax Leadership≈ 50%

Serve as the firm's technical tax authority — the final review and sign-off on individual and business returns.
Prepare complex individual and business returns yourself when the work calls for it — this is a hands-on role, not review-only.
Review multi-state and California returns, S-corps, partnerships, and other entity types for technical accuracy.
Review tax calculations, planning analyses, quarterly estimates, and pass-through entity tax calculations; identify risks and planning opportunities.
Perform and direct tax research; coach staff through technical issues and escalate appropriately.

People Leadership≈ 30%

Lead a team of six offshore bookkeeping professionals, one offshore tax professional, and one U.S.-based tax professional.
Develop, coach, and review the team; run performance reviews and recommend promotions, compensation changes, and staffing.
Create and maintain SOPs; improve processes; monitor productivity, quality, and utilization; build accountability systems.

Bookkeeping Operations Oversight≈ 20%

Ensure bookkeeping accuracy, completed reconciliations, and accurate month-end closes.
Monitor workflow and deadlines; coordinate hand-offs between the bookkeeping and tax teams so financial data is tax-ready.

Client Interaction≈ AS NEEDED%

This role does not own client relationships — but you should be comfortable joining client meetings, explaining technical tax issues, discussing planning strategies, and presenting conclusions in support of the Client Relationship Manager.

02 Technical Requirements

Individual and entity taxation.
California and multi-state taxation.
Small-business tax planning, entity-structure considerations, and quarterly estimated-tax calculations.
Tax research, tax review, and business-compliance requirements.
Strong grasp of financial statements and confident working in QuickBooks Online.

Trust/estate and non-profit taxation are not a focus for this role.

03 Leadership Responsibilities

Set and uphold the firm's technical and quality standards.
Build a high-trust, high-accountability team across U.S. and offshore staff.
Own the production workflow end-to-end and keep it predictable and on time.
Develop people — turn good staff into strong reviewers.

04 Your First Year

BY 90 DAYS

Own it

Own the review process and know the team, the workflow, and the client book.

BY 6 MONTHS

Tighten it

SOPs documented and tightened; quality and turnaround trending up; the Client Relationship Manager out of routine review.

BY 12 MONTHS

Scale it

A measurably more accurate, faster, and more self-sufficient production team.

05 Success Metrics

Accuracy of bookkeeping output

Accuracy of tax returns

Team productivity

Client satisfaction with quality

Team satisfaction & engagement

06 Qualifications

Required

Active CPA license.
8+ years of public-accounting / tax experience with a strong review track record.
Demonstrated expertise in pass-through entity, individual, multi-state, and California taxation.
Experience leading and developing a team, including remote/offshore staff.

Preferred

CPAwith deep California tax expertise (strongly preferred)
Experience in a remote, outsourced, or CAS-style firm.
Fluency with modern cloud tools (e.g. QuickBooks Online, Xero, and a workflow platform such as Canopy/Karbon).

07 Compensation

$140-165K

Commensurate with experience and California tax depth, plus a discretionary annual bonus. We benchmark to current market for senior tax talent and pay for specialized expertise.

08 Benefits

Fully remote No tax busy-season hours Health insurance 401(k) with 4% match Paid CPE & license renewal PTO & firm holidays Modern tech stack Direct access to the partners

09 Reporting Structure

Client Rel. Manager→ Senior Tax Manager →

Tax Seniors & Associates - Bookkeepers - Offshore Team - Admin

Client Relationship Manager

10 Why you'd want this job

You'll be the technical leader — the person the firm trusts with its hardest work — without carrying a sales quota.

Fully remote, with a firm whose stated values are balance, flexibility, and "work that works for us."

Founders are ex-Big Four CPAs who set a high bar and value technical excellence — you'll be respected for your craft.

Real ownership: you'll see your impact in measurable quality and speed.

Join the firm

Apply for this role

Fill in your details to apply — or refer someone great. We review every application personally and reply to strong fits quickly.

Attach a resume (PDF or Word); a short note on your California tax depth helps.
You'll hear back from a real partner, not an auto-responder.
Referring someone? Add their details and we'll take it from there.

Join the firm

Apply for this role

Questions? Email careers@brunneraccounting.com