Tax Manager

Tax Manager

Ready to take the next step in your career with a firm that genuinely invests in your upward mobility?

At our firm, we are a premier, innovative CPA and advisory practice based in Southern California, recognized for our unique and comprehensive approach to financial management. We believe in going beyond traditional tax compliance; our method focuses on our clients' total financial picture, delivering truly holistic planning to high-net-worth individuals, business owners, and multi-generational families. We reject the rigid, transactional grind of big public accounting. Instead, we foster a supportive, energetic workplace culture built on strong professional development, hands-on mentorship, and deep care for our employees as individuals.

Due to continued growth, we are seeking an experienced and strategic Tax Manager to join our collaborative team. In this role, you will lead our private client tax services, managing complex fiduciary, estate, and individual engagements. If you are looking to step away from repetitive tax preparation, build trusted advisory relationships with entrepreneurial clients, and lead a growing team of dedicated professionals, we want to hear from you.

Responsibilities

• Lead and review the preparation of federal and state tax returns, including individual (Form 1040), fiduciary (Form 1041), exempt organization (Form 990), estate (Form 706), and gift (Form 709) returns.
• Support our unique, comprehensive planning method by looking beyond standalone tax preparation to analyze clients' complete wealth-transfer, business, and financial structures.
• Manage, mentor, and develop a high-performing team of tax professionals: delegating workflows, performing thorough quality reviews, and actively supporting their career advancement.
• Oversee tax compliance calendars and internal project management systems to ensure timely filing, accurate extensions, and smooth busy-season delivery.
• Serve as the primary client contact on engagements, translating dense technical tax code into clear, actionable advice for business owners, fiduciaries, and families.
• Coordinate directly with external client advisors, including estate attorneys, investment managers, and financial planners, to ensure a seamless wealth advisory approach.
• Perform deep, complex tax research on federal, state, and local issues, documenting firm positions through structured technical memos.
• Cultivate client relationships and identify opportunities to cross-sell comprehensive advisory, estate planning, or business consulting services.

Qualifications

• Licensed Certified Public Accountant (CPA) required.
• 5+ years of progressive tax experience in public accounting, with a focus on high-net-worth individuals, private clients, trusts, and estates.
• Strong technical knowledge of individual, trust, estate, and gift taxation (experience with Forms 1040, 1041, 990, 706, and 709 is highly desirable).
• Proven experience supervising, mentoring, and scheduling work for staff accountants.
• Excellent research capabilities, with the analytical ability to interpret and apply tax code and changing regulations to unique client scenarios.
• Outstanding communication and interpersonal skills, with the ability to build strong, long-term relationships with sophisticated clients.
• High attention to detail, strong organizational skills, and a dedication to professional ethics and quality control.
• Bachelor's or Master's degree in Accounting, Finance, or a related field; an advanced degree (MST) is a plus.

Why Join Us?

• Innovative Financial Approach: Move away from basic historical reporting. You will deliver forward-thinking, total-financial-picture advisory services that make a real difference for our clients.
• Strong Culture & Work Environment: Work alongside hard-working, supportive professionals in a positive office environment built on mutual respect and open communication.
• True Work-Life Balance: Enjoy highly competitive PTO, realistic seasonal hour expectations, and hybrid/remote work flexibility designed to prevent burnout.
• Financial Security & Benefits: Highly competitive base salary, annual performance bonuses, medical, dental, and vision insurance options, and a robust retirement savings program.
• Professional Growth: Benefit from direct partner mentorship, extensive training, and a clear, customized path toward partner-level leadership.

Benefits

For this position you must be currently authorized to work in the United States. We do not sponsor for this position.