Senior Tax Manager (San Francisco)

Job Description

Job Title : Senior Tax Manager

Company : FMS Solutions

Location : Oakland, CA (Travel Required)

Employment Type : Full-Time

Compensation : $160,000 $180,000 annually

Benefits :

• 401(k) with company matching
• Medical and dental insurance
• Professional development and growth opportunities
• Engaging, client-facing work environment

About the Role :

FMS Solutions is seeking a highly experienced Senior Tax Manager to lead our tax team and serve as a mentor to junior staff. This role requires travel and offers the opportunity to manage a diverse portfolio of clients while overseeing tax planning, return review, and proactive financial guidance. The ideal candidate will enjoy collaborating with clients and staff, leading process improvements, and delivering strategic tax insights that support long-term profitability.

Key Responsibilities :

1. Supervise and mentor a team of tax professionals, including hiring, training, and conducting performance reviews
2. Lead tax planning and preparation for individuals, partnerships, corporations, and S corporations (Forms 1040, 1065, 1120, 1120-S)
3. Manage and review complex federal and state returns, including K-1s and basis calculations
4. Collaborate with clients to provide strategic tax planning and compliance support
5. Analyze financial statements to identify tax implications and areas for profitability improvement
6. Research tax issues and remain current on tax laws and regulatory changes
7. Maintain and grow long-term client relationships through excellent communication and service
8. Utilize QuickBooks and tax preparation software (Lacerte experience a plus)

Requirements :

• CPA or EA required
• Masters degree in Accounting or related field preferred
• Minimum 710 years of experience in tax, with progressive leadership responsibility
• Strong knowledge of individual, partnership, and corporate tax
• Proficiency with accrual accounting and financial reporting
• Excellent communication, leadership, and analytical skills
• Ability and willingness to travel
• Must be based in or able to work from Oakland, CA

Alternate Titles :

• Tax Planning and Compliance Manager

We are proud to be an equal opportunity employer. We provide equal employment opportunities to all employees and applicants for employment and prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Keywords :

Tax Manager, CPA, Tax Planning, Lacerte, K-1, 1040, 1065, 1120, QuickBooks, Basis Calculation, Financial Analysis, Client Advisory, Oakland Tax Jobs, Leadership, Public Accounting, In-Office, EA, Senior Accountant