Tax Manager

We are a well-established public accounting firm that has been serving individuals, families, and businesses across California for decades. With a client-first approach and a strong emphasis on technical excellence, we pride ourselves on delivering personalized financial and tax solutions with integrity and professionalism. Our team is collaborative, detail-oriented, and committed to ongoing learning and development in an ever-changing tax landscape.

About the role

We are seeking a Senior Tax Associate with specialized experience in trusts, estates, and high-net-worth individuals. This role offers the opportunity to work on complex tax engagements, contribute to planning strategies, and support client relationships while mentoring junior staff.

Responsibilities

• Prepare and review complex individual, trust, estate, and gift tax returns
• Assist in preparing multi-state and international individual tax filings
• Support year-end tax planning and quarterly estimate processes for high-net-worth clients
• Respond to IRS, FTB, and other tax authority inquiries and assist in managing audits
• Conduct tax research and contribute to internal training and development initiatives
• Provide guidance and oversight to interns and staff, fostering a culture of collaboration and communication
• Communicate with managers and partners regarding project updates and client needs
• Manage workload to meet internal deadlines and statutory filing requirements
• Continuously expand knowledge of federal, state, and local tax codes and best practices

Requirements

• 5–7 years of relevant experience in public accounting or a combination of public accounting and high-net-worth individual/wealth management tax work
• Enrolled Agent (EA) required; CPA preferred
• Strong written and verbal communication skills
• Highly organized, detail-oriented, and capable of managing multiple priorities
• Ability to work independently and with minimal supervision
• Proficient in Microsoft Office Suite, especially Excel, Word, and Outlook
• Experience with accounting software such as QuickBooks, CCH ProSystem Engagement, and CCH Axcess suite is a plus

Benefits

• Health Insurance: Medical, dental, and vision coverage
• Retirement Plans: 401(k) plans with employer matching contributions
• Paid Time Off: Generous vacation policies, paid holidays, and sick leave
• Professional Development: Support for continuing education, credentialing, and professional memberships
• Flexible Work Arrangements: Options for remote work and flexible scheduling

Pay

$120,000 - $150,000 per year