Senior Tax Manager at Growing Concierge CPA Firm

Job Description

Job Description

Pinnacle CPA & Advisors, PLC is seeking an experienced  Senior Manager  CPA to join our growing firm. This individual will lead client engagements, manage complex advisory and tax planning projects, and mentor a team of talented professionals. The ideal candidate has a strong background in public accounting with a focus on  Tax , a passion for client service, and a strategic mindset aligned with entrepreneurial thinking.

The successful candidate will have experience in public accounting and enjoy working closely with personal and business clients to maintain their accounting and tax records.

Check out our website! https : / / pinnaclecpa.com /

Key Responsibilities :

• Lead tax planning and compliance engagements for business owners, high-net-worth individuals, and closely held businesses
• Oversee the preparation and review of complex individual, corporate, partnership, and trust tax returns
• Serve as a trusted advisor to clients—offering insights beyond compliance to support financial, tax, and strategic planning
• Manage and develop a team of professionals, providing coaching, leadership, and performance feedback
• Maintain strong client relationships and participate in firm business development activities
• Stay current on tax law changes, trends, and technology to drive continuous improvement

Qualifications and skills :

CPA license required

7+ years of experience in public accounting, including tax and advisory services

Experience working with entrepreneurs, family-owned businesses, or high-net-worth clients

Proven leadership ability and a collaborative management style

Strong technical and analytical skills with a hands-on approach to solving client challenges

Excellent communication and relationship-building abilities

About Us :

At Pinnacle CPA & Advisors, we partner with entrepreneurs and high-net-worth families to drive success through proactive planning, strategic insight, and accountability. Our firm is built on the core values of  Service, Knowledge, Leadership, and Enthusiasm , and we’re proud to offer a high-touch, collaborative environment where professionals can thrive while helping our clients achieve their goals.

Why Join Us :

Strategic, relationship-focused work with purpose-driven clients

Highly collaborative, team-oriented culture

Competitive compensation, flexible scheduling, and generous PTO

Direct impact on the firm’s growth and client success

Opportunities for long-term leadership

Job Type : Full-time

Pay : $90,000.00 - $150,000.00 per year

Benefits :

401(k)

401(k) matching

Dental insurance

Flexible schedule

Health insurance

Life insurance

Paid time off

Vision insurance

Work Location : In person

Company Description

Pinnacle CPA + Advisors is a CPA and advisory firm providing concierge services to entrepreneurs and high wealth individuals. Their team is comprised of highly effective CPAs committed to excellent customer service, and cutting-edge practices designed to help entrepreneurs achieve success.

Company Description

Pinnacle CPA + Advisors is a CPA and advisory firm providing concierge services to entrepreneurs and high wealth individuals. Their team is comprised of highly effective CPAs committed to excellent customer service, and cutting-edge practices designed to help entrepreneurs achieve success.