What are the responsibilities and job description for the Senior Tax & Accounting Manager– Future Partner / Practice Successor Track position at Confidential?
About the Opportunity
We are a growing accounting, tax, and bookkeeping practice actively expanding through strategic acquisition. We are seeking an ambitious, client-focused CPA or Enrolled Agent (EA) who is looking for more than just a standard staff position.
If you currently operate a small practice, manage your own book of business, or are a senior associate at a firm looking for a clear, direct path to practice ownership within a 5-to-10-year window, this opportunity offers:
- Immediate access to an established, highly profitable client base.
- Transition support from an outgoing practitioner.
- A structured buy-in / partnership pathway with full support and modern tech infrastructure.
Key Responsibilities
- Tax Preparation & Review: Prepare and review individual (1040) and business (1065, 1120S, 1120) tax returns across our existing and newly acquired client base.
- Accounting & Bookkeeping Services: Oversee and manage recurring client bookkeeping, bank reconciliations, payroll, and monthly/quarterly financial reporting.
- Client Relationship Management: Serve as a primary point of contact for tax planning, advice, and routine client inquiries.
- Practice Integration & Operations: Collaborate with the owner to onboard acquired client files, standardize workflows, and utilize digital firm management tools.
- Growth & Transition: Progress toward managing firm operations and taking over client relationships as part of a long-term succession plan.
Qualifications & Experience
- Credential: active CPA or Enrolled Agent (EA) license required or on path.
- Experience: 3–7 years of progressive tax preparation and public accounting experience (individual & entity returns).
- Bookkeeping Proficiency: Strong, practical experience with QuickBooks (Online/Desktop) and general ledger accounting.
- Entrepreneurial Mindset: Highly motivated, self-driven, and interested in learning the operational and business side of running an accounting firm.
- Tech-Forward: Comfortable working with modern tax software, practice management tools, document portals, and paperless workflows.
- Client-First Skills: Excellent communication skills with a focus on client retention, responsiveness, and trust-building.
(Note: Candidates who currently maintain a small existing client book or sole-proprietorship practice that can be integrated into the firm are highly encouraged to apply.)
What We Offer
- Competitive Base Compensation: Market-rate salary based on experience, plus busy-season incentive bonuses.
- Book Integration Credit: Financial arrangement/equity credit available if bringing an existing book of business.
- Succession & Ownership Plan: A structured, performance-based route to firm equity and ownership succession.
- Work-Life Integration: Flexible schedule options post-tax season.
Pay: $50,000.00 - $125,000.00 per year
Benefits:
- Employee stock ownership plan
- Flexible schedule
- Health insurance
- Paid sick time
- Paid time off
Work Location: In person
Salary : $50,000 - $125,000