Senior Tax Manager
Job Location:
Costa Mesa, CA - USA
Monthly Salary:
Posted:
Application Deadline:
Vacancies:
Job Summary
About the Firm
We are representing a well-established and rapidly growing boutique CPA practice serving an affluent client base across Southern California. The firm provides comprehensive tax advisory and compliance services to high-net-worth individuals and businesses across professional services industries including real estate medical dental and legal.
About the Role
Our client is seeking a Senior Tax Manager to assume full ownership of the firms tax practice. This is a high-impact leadership role working directly under the Managing Director. The right candidate will take over an established book of business and lead and mentor a team of 15. This is a long-term seat with a direct path to move up to Associate Director and then Director.
Key Responsibilities
Assume ownership of the firms tax book serving as the primary relationship manager for an established and growing base of individual and business clients
Prepare and review high-complexity tax returns across individual business and pass-through entity structures
Drive proactive tax planning and advisory conversations focused on client tax savings and long-term strategy
Lead mentor and develop a team of 15 including staffing assignments day-to-day oversight and professional growth
Research complex tax issues and deliver well-reasoned resolutions
Manage workflow and prioritize across multiple concurrent engagements
Collaborate with outside advisors and serve as a trusted senior resource across client relationships
812 years of public accounting experience with a focus on individual and business taxation
CPA or EA required
Deep experience with professional services clients real estate medical dental legal and similar industries strongly preferred
Proven track record of leading and developing staff in a client-facing environment
Proficiency with Lacerte required
Strong interpersonal skills professional presence and the energy to contribute positively to firm culture
Based in Southern California; ability to come into the Costa Mesa on a hybrid schedule
Competitive salary with bonus opportunities
Medical benefits
401(k) with employer match
Hybrid work schedule
Opportunity for advancement to Associate Director and Director level
Long-term growth within a thriving and expanding practice
Required Skills:
-812 years of public accounting experience with a focus on individual and business taxation -CPA or EA required -Deep experience with professional services clients real estate medical dental legal and similar industries strongly preferred -Proven track record of leading and developing staff in a client-facing environment -Proficiency with Lacerte required -Strong interpersonal skills professional presence and the energy to contribute positively to firm culture -Based in Southern California; ability to come into the Costa Mesa on a hybrid schedule
