Tax Manager

Accountabilities:

• Review complex individual, partnership, S corporation, and corporate tax returns, ensuring technical accuracy, compliance, and high-quality deliverables.
• Manage multiple tax engagements from initial planning through completion, coordinating resources, deadlines, budgets, and client expectations.
• Provide tax planning, consulting, and technical guidance to clients, developing practical strategies that address their specific business and tax needs.
• Research complex federal and state tax issues and translate technical findings into clear, actionable recommendations.
• Build and maintain strong, long-term client relationships by understanding client priorities and providing responsive, high-quality service.
• Lead client meetings, communicate tax recommendations clearly, and serve as a trusted advisor on complex tax matters.
• Supervise, coach, and develop tax professionals across multiple experience levels, providing guidance and feedback to support their professional growth.
• Manage IRS and state tax examinations when required, coordinating responses and helping clients navigate examination processes.
• Monitor engagement budgets, billing, project timelines, and overall delivery to ensure engagements remain on track.
• Contribute to business development and practice growth initiatives by identifying opportunities, strengthening client relationships, and supporting broader firm objectives.

Requirements:

• 5+ years of recent public accounting tax experience, with substantial exposure to complex tax engagements and client advisory work.
• Demonstrated experience reviewing complex individual, partnership, S corporation, and corporate tax returns.
• Previous experience managing tax engagements and coordinating multiple priorities, deadlines, and client requirements.
• Experience leading, supervising, mentoring, or developing tax professionals across different levels of experience.
• Active CPA license required.
• Bachelor's degree in Accounting or a closely related field; a Master's degree in Taxation is preferred.
• Strong technical knowledge of federal and state taxation, tax compliance, planning, and research.
• Strong analytical and problem-solving abilities, with the capacity to research complex tax matters and develop practical solutions.
• Excellent written and verbal communication skills, including the ability to explain technical tax concepts and recommendations clearly to clients and colleagues.
• Strong client service mindset with the ability to establish trusted relationships and communicate confidently with business leaders and sophisticated clients.
• Strong organizational and project management skills, with the ability to manage multiple engagements, budgets, and deadlines simultaneously.
• Interest in contributing to business development, practice growth, and long-term client relationships.

Benefits:

• Hybrid work schedule with multiple office location options across Southern California.
• Competitive annual compensation of $144,000–$184,000, plus bonus eligibility.
• Opportunity to work with sophisticated clients across a variety of industries.
• Exposure to complex tax matters, planning strategies, and advisory engagements.
• Opportunity to mentor and develop the next generation of tax professionals.
• Clear pathway for continued professional advancement and potential progression into senior leadership.
• Collaborative working environment focused on professional development and long-term career growth.
• Flexibility through a hybrid work model.
• Opportunity to take on meaningful client-facing responsibilities and expand technical and leadership capabilities.