Tax Manager

Tax Manager — Client Ownership • Leadership Visibility • Sustainable Growth

Please double check you have the right level of experience and qualifications by reading the full overview of this opportunity below.

Lead complex tax engagements, develop people, and help shape a growing tax practice without getting buried in large-firm bureaucracy.

A rapidly growing boutique CPA firm in the San Diego area is adding a Tax Manager to its expanding tax team. This is a hands-on leadership role for someone who enjoys managing client relationships, reviewing complex tax work, developing staff, and identifying meaningful planning opportunities.

What You'll Do

• Manage tax compliance, planning, and consulting engagements for closely held businesses and high-net-worth clients
• Serve as a primary client contact and lead communication around tax issues, planning opportunities, and engagement status
• Review complex partnership, S-corporation, individual, trust, estate, and gift tax returns
• Provide clear written and verbal feedback to preparers
• Identify federal, state, and local tax issues and recommend practical solutions
• Oversee Schedule K-1 reporting, partner basis schedules, and complex allocation matters
• Support real estate and construction clients with depreciation, cost segregation, capital improvements, and Section 1031 exchanges
• Manage engagement timelines, budgets, staffing, and deliverables
• Mentor and develop senior associates and staff
• Help improve internal processes, workflows, and technology as the practice continues to scale

What They're Looking For

• CPA required
• Approximately 6–8 years of public-accounting tax experience
• Strong background in partnership and individual taxation
• Experience managing client relationships and leading engagements
• Ability to review complex returns and provide effective coaching to staff
• Strong knowledge of federal, state, and local tax regulations
• Real estate, construction, closely held business, or high-net-worth experience preferred
• Comfortable being both strategic and hands-on

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Why Join

• Competitive base salary plus discretionary bonus
• Approximately 40–45 hours per week outside of busy season
• More sustainable busy-season expectations than many larger firms
• Direct access to partners and senior leadership
• High visibility and meaningful influence over the growth of the tax practice
• Hybrid schedule with strong flexibility outside of busy season
• Opportunity to lead client relationships rather than remain behind the scenes
• Clear advancement potential as the firm continues to grow
• Supportive environment focused on quality work, professional development, and long-term retention