Orion Placement

Senior Tax Manager - Partner Track

United States full-time Senior $180,000 - $200,000
full-time Senior level Technology & IT Salary listed Curated
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About the role

Pay: $180,000.00 - $200,000.00 per year
Job description:
Note: This is a remote role, but the qualified candidate must be based in California. Occasional travel (about once per quarter) to the Bay Area office or surrounding areas may be required for client meetings.
Note: The qualified candidate for this position must have at least 10 years of progressive tax experience and an active CPA license.
About Our Client
Our client is not your average accounting firm. They are an entrepreneurial, client-focused team of CPAs and business consultants serving closely held companies, family businesses, entrepreneurs, and high-net-worth individuals across California and beyond. With decades of advanced training, technical expertise, and financial acumen, they pride themselves on delivering value-driven insights, innovative solutions, and long-lasting partnerships.
The culture is collaborative and down-to-earth jeans and t-shirts, not suits and ties while maintaining the highest technical standards. Many clients have been with the firm for generations, a testament to the trust and results they deliver.
Job Description
We are seeking a Senior Tax Manager to join our clients growing team. This role offers a clear partner track, working directly alongside the Managing Partner who is planning for retirement in the coming years. The successful candidate will have the opportunity to build equity and eventually own part of the business.

Lead and oversee tax planning, consulting, compliance, and review services for a diverse client base including trusts, technology, manufacturing, and international businesses

Serve as the right hand to the Managing Partner with clear advancement into partnership

Manage client relationships, offering proactive advice and tailored solutions

Review and supervise the work of staff and managers across multiple projects

Conduct high-level technical review, tax projections, and research on complex matters

Work primarily remote with occasional travel for client meetings and firm retreats

Collaborate with team members across California to deliver high-quality results

Qualifications

10+ years of progressive tax experience, including significant leadership/managerial responsibilities

Active CPA license required

Strong technical expertise in tax law with ability to advise on complex, multi-industry issues

Experience with trusts, technology, manufacturing, or international tax strongly preferred

Excellent leadership, communication, and client advisory skills

Must be based in California (Bay Area or Sacramento preferred; relocation within 3045 days is acceptable)

Entrepreneurial mindset with interest in firm ownership/partnership track

Why This Is a Great Opportunity

Defined partnership track with equity ownership opportunity

Direct mentorship and succession path from the Managing Partner

Entrepreneurial, flexible culture that values both technical skill and work-life balance

Diverse client base across industries and high-net-worth individuals

Fully remote flexibility with minimal required travel

Long-term leadership growth with ownership potential

JPC-385
Originally posted on Himalayas

Interview prep

Walk in with sharper answers.

Use this as a quick practice sheet before you speak with the employer.

Senior
Technology & IT Accounting Remote Collaboration Senior Tax Manager Senior level

Likely questions

  1. Tell us about work you have done that is close to the Senior Tax Manager - Partner Track role.
  2. How would you approach your first 30 days at Orion Placement?
  3. Which of Accounting, Remote Collaboration and Senior have you used recently, and what did it help you achieve?
  4. How have you led people, improved a process, or made a hard decision in a previous role?
  5. How do you handle busy days, changing priorities, or pressure at work?

Prepare before the call

  • A recent example that proves your experience with Accounting, Remote Collaboration and Senior.
  • One short story with a problem, your action, and the result.
  • Two examples that show the strengths listed on your CV.
  • A clear reason why this role and company interest you.
  • Your availability, preferred work style, and salary expectations.

Ask them

  • What would success look like in the first 90 days?
  • What are the main problems this hire should help solve?
  • How does the team give feedback and measure good work?
  • What does a normal working week look like for this role?
Practice line

I am interested in the Senior Tax Manager - Partner Track role because I can bring practical experience in Accounting, Remote Collaboration and Senior, learn the team quickly, and contribute to the outcomes Orion Placement needs from this hire.

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