Senior Tax Manager

Senior Tax Manager

This firm focuses heavily on family-owned businesses, working closely with individual owners on complex tax, estate planning, and wealth management matters. This is a highly visible, client-facing leadership role with a clear path to ownership/partner for the right individual.

Responsibilities

• Provide strategic leadership within the tax practice while overseeing complex engagements and developing people and processes.
• Manage a portfolio of closely held business clients and serve as their trusted tax advisor.
• Review and oversee complex tax returns including individuals, S corporations, C corporations, and trusts.
• Provide strategic tax planning and advisory services with a focus on estate planning and wealth management considerations.
• Lead and supervise a tax team, including coordination with offshore staff (India-based team members).
• Make key decisions related to client strategy, tax positions, and team development.
• Build and maintain strong client relationships as the primary point of contact.
• Mentor and develop team members while ensuring high-quality deliverables and deadlines are met.
• Support firm growth initiatives and contribute to long-term leadership strategy.

Requirements

• 10–15+ years of experience in public accounting, with strong exposure to:
• Individual taxation
• S corporations & C corporations
• Trusts and estate-related tax matter
• Experience working with closely held or family-owned businesses is highly preferred.
• Background in a larger public accounting firm with at least 5–10 years in similar client environments.
• Proven ability to manage client relationships and communicate complex tax matters clearly.
• Experience supervising and leading teams (including remote or offshore staff is a plus).
• Strong decision-making skills with the ability to work independently and confidently.
• Active CPA required; Master's in Taxation or similar advanced degree preferred.
• Desire and long-term interest in progressing to an ownership/partner role.

Qualifications

• Passionate about public accounting and tax consulting.
• Excellent communication and interpersonal skills.
• Ability to handle multiple projects simultaneously and meet deadlines.
• Strong analytical and problem-solving skills.
• Ability to work collaboratively in a team environment.

Skills

• Strong knowledge of federal and state tax laws and regulations.
• Experience with complex tax planning and compliance issues.
• Proficiency in Microsoft Office Suite.
• Excellent written and verbal communication skills.
• Ability to work independently and as part of a team.

Benefits

• Competitive compensation aligned with experience and leadership level.
• Clear path to partner/ownership opportunity.
• Flexible hybrid work model.
• Comprehensive benefits package (health, retirement, PTO).
• Opportunity to work closely with clients on impactful, high-level tax strategy.
• A stable, growing firm with a strong reputation in the market.

Pay

Compensation is competitive and aligned with experience and leadership level.

Schedule

The firm offers a flexible hybrid schedule with an expectation of 3–4 days per week in the office.

Location

Based in Brea, CA (candidates must live within a reasonable commuting distance).