Senior Tax Manager
Ledgent · San Jose, CA · 1 mo ago
On-siteAccountingFull-time
Key Responsibilities
- Act as the primary contact for high-net-worth individuals and business clients
- Build long-term client relationships through proactive, face-to-face engagement
- Prepare and review complex individual and business tax returns
- Provide strategic tax planning across multi-state and international matters
- Handle advanced areas including foreign reporting, stock compensation, and entity structuring
- Represent clients in IRS/state audits
- Mentor staff and support firm growth initiatives
Qualifications
- CPA (Required)
- 10+ years of public accounting experience
- Strong expertise in complex tax planning, multi-state, and international tax
- Proven client relationship management skills
- Bilingual (Mandarin) - Preferred
This is a highly client-facing, relationship-driven role requiring strong technical expertise and the ability to build trust through regular in-person interactions. You will partner with experienced Enrolled Agent and will oversee operations and staff, and join a stable, tenured team.