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Tax Manager
Job Location:
Job Location:
El Dorado Hills, CA - USA
Yearly Salary:
USD 120000 - 180000
Yearly Salary:
Posted:
9 August 2026 (30+ days ago)
Posted:
Application Deadline:
6 November 2026
Application Deadline:
Vacancies:
1 Vacancy
Vacancies:
Job Summary
Benefits:
- IRA with employer match
- Bonus based on performance
- Health insurance
- Paid time off
- Training & development
- Vision insurance
About BW&O CPAs
Beebout Williams & Olds CPAs (BW&O CPAs) is a growing tech-forward and mission-driven public accounting firm serving individuals and a range of businesses. We value innovation team collaboration and meaningful work.
Were obsessed with:
- Delivering exceptional client service
- Building a team culture of critical and analytical thinking with a growth mindset
- Leveraging technology to work smarter and keep up with the rapidly changing industry
Why this role exists
BW&O has grown quickly and our client base and team have expanded faster than our management layer. Today too much day-to-day oversight of tax work still lands on the firms principals. This role exists to change that.
As a Tax Manager youll lead a pod (a dedicated team of tax seniors associates and administrative support and including members of our global team) and manage a defined group of clients. Your job is to make both run well: work reviewed thoroughly and delivered on time a team thats developing and accountable and clients who experience proactive organized service. Youll report directly to the firms principals and your success frees them to focus on strategy growth and the firms highest-value relationships.
This is a true management role not a senior preparer position with a bigger title. If you want to lead people and own outcomes not just work through a review queue keep reading.
What youll actually own
What youll actually own
Not a task list. Real ownership:
- How your week splits. Expect roughly 70% of your time hands-on reviewing returns and working directly with clients and 30% running your pod: assignments capacity coaching and workflow in Karbon. Both halves are the job. If the 30% feels like a distraction from real work this isnt your role.
- Own your pods scorecard. You track and report a short set of numbers monthly: on-time delivery review turnaround client response time and pod capacity. Around here if it isnt measured it doesnt count.
- Run the rhythm. You own your pods standing weekly meeting same day same time every week and you bring your numbers to a monthly ops check-in with firm leadership. Rhythms are how we keep chaos out of busy season.
- Lead your pod. Execute the scheduled work and assignments run check-ins coach and hold your team accountable. You own their development and their performance including the direct conversations when work falls short.
- Deliver for your client group. Engagements for high-net-worth individuals S/C corporations partnerships/LLCs closely held businesses exempt organizations and trusts from planning/scheduling out work item production through delivery completed ahead of key filing dates.
- Review in a way that teaches. Review complex individual business partnership and fiduciary returns with notes that make your preparers better not just corrected.
- Be your clients point of contact. Proactive status updates organized requests and planning ideas surfaced before clients ask. No surprises.
- Escalate like a manager. When something needs a principal bring context and a recommended solution not just a problem.
- Work smarter with technology. Run your pods workflow in Karbon and embrace the AI and automation tools that raise capacity and quality.
- Youll have the authority to match. Inside your pod you decide work assignments deadlines review priorities and client communications you dont ask permission to manage. Pricing exceptions scope changes and anything that risks a client relationship come to the principals with your recommendation attached.
Your first 90 days
- Weeks 12: Get inside our systems: Karbon workflows review standards and communication standards. Meet your pod get familiar with your client group and take your first returns through review.
- By day 30: Run your pods day-to-day. Work assignments deadlines and check-ins are yours. Your review queue is moving and your notes are teaching.
- By day 60: Own the relationships in your client group. Youre the primary contact communicating proactively and youve had your first real performance conversations with your team.
- By day 90: Your pod runs on a rhythm. Deadlines are tracked and hit without principal intervention you have a clear development read on each team member and youve proposed your first process improvement to firm leadership.
And by month 12:
- Your team is clear on expectations and youve addressed it directly and constructively when someone fell short
- Your engagements are delivered ahead of deadlines without fire drills landing on the principals desks
- Your clients see you as a trusted proactive point of contact
- Your seniors and staff are visibly growing in capability and responsibility
Who thrives here
- Organized and deadline-driven. You track everything in your group; nothing slips through the cracks.
- Proactive. You see a problem you bring a solution.
- Client experience matters as much as technical correctness. Responsiveness and organization are part of quality not extras.
- Tech-forward. You see AI and automation as tools that elevate the practice and you invest in your own learning to stay ahead of the curve.
- People development is the job not a side task. You genuinely like coaching and watching your team level up is part of the reward.
- Direct conversations dont scare you. You give honest respectful performance feedback early and often enough that nothing festers.
Qualifications
Required
- Active CPA license in good standing
- 7 years of recent tax experience at a CPA firm
- Experience reviewing individual S corporation partnership and trust returns
- Demonstrated experience supervising and developing staff including giving direct performance feedback not just assigning and reviewing work
- Proven ability to manage multiple engagements deadlines and priorities without missing deliverables
- Strong communication skills with the ability to explain complex concepts in plain language to clients and team members
- Comfort working in cloud-based practice environments
Bonus points
- Depth in one or more of: real estate and partnership tax structures high-net-worth individuals and family groups trusts and estates
- When you spot a planning opportunity you dont just mention it you turn it into a planning engagement helping us ensure we deliver the real value to our clients.
- Experience with Karbon or a similar cloud practice management platform
- Youve used automation or AI tools to modernize tax workflows
- Youve worked at a small to mid-sized firm and helped build or improve a team or process
How we work & what we offer
- Hybrid schedule anchored to our El Dorado Hills CA office
- Competitive base salary of $120000$180000 plus performance-based bonus
- Paid time off holidays and comprehensive benefits including healthcare dental vision and IRA with employer match
- Direct access to firm principals and a real voice in how the tax practice runs
About the interview
We move quickly. Our process is two conversations then a decision.
- Video interview with our COO and Owner. We hit the ground running: an in-depth conversation about our firm our leadership and our goals for this position along with a deeper look at your experience and career goals.
- Second interview with our COO Owner and tax managers. We go deeper on your technical expertise and work through situational questions and youll meet some of the people youd work alongside.
- Offer. From there were ready to move.
How to apply
Send your resume and a brief note to with the subject line Tax Manager Your Name. In your note tell us the types of returns you review and give us a specific example of how youve developed a team member or improved a process. We read every note and its the fastest way to stand out.
Flexible work from home options available.
Compensation: $120000.00 - $180000.00 per year
Pioneering a New Path Forward:
Your Career in Accounting Starts Here
At Beebout Williams & Olds (BW&O CPAs) we are not just an accounting firm; we are changing the landscape of traditional accounting services. We seek to hire individuals who resonate with our core values thrive on fostering enduring relationships and are brimming with innovative ideas that challenge the status quo. Our client approach is a commitment to excellence diversity of expertise and the relentless pursuit of providing unparalleled value to our clients. Our team is a group of passionate professionals dedicated to exceeding expectations and driving growth not only for our clients but for our people too.
Here your career is more than a jobits an opportunity to shape the future of accounting in the greater Sacramento area and beyond. Join us and be part of a team where your contributions are valued and your professional growth is a shared priority
Required Experience:
Manager
About Company
At Beebout, Williams, and Olds Certified Public Accountants, we offer personalized and strategic services designed to meet your unique needs, whether you're a individual, a nonprofit, or a business. Our team of CPAs and Accounting experts can identify opportunities to create tax-savi ... View more
