Senior Tax Manager

Our client, Cambaliza McGee LLP is a full service CPA firm that helps businesses and their owners make informed financial decisions through proactive tax planning, accounting, and advisory services. Employees here are serious about technical excellence and exceptional client service, but don't believe that requires a stuffy workplace. This team works hard, supports one another, laughs often, and makes time to celebrate and connect. It is a place where people can do challenging work, continue growing, and enjoy the people they work alongside. That combination has helped them earn recognition as one of Orange County’s Best Places to Work for four consecutive years! Check out their Instagram at @cambaliza_mcgee_llp to see their culture in action. The Opportunity As a Senior Tax Manager, you will serve as a trusted advisor to clients, provide technical leadership, develop the tax team, and independently manage complex tax projects from planning through delivery. You will lead advanced tax planning and advisory work, make sound technical decisions, and guide Senior Tax Accountants and staff through thoughtful delegation, coaching, and accountability. You will also collaborate with the partners to manage workflow, client billing, project profitability, and the continued growth of the tax practice. This is an opportunity for an accomplished tax professional who wants to help shape the future of a growing firm. As you learn Cambaliza McGee’s processes and build relationships with clients and the team, you will assume responsibility for a significant book of business and create greater capacity for the partners to focus on the firm’s long term growth. The Impact You'll Make Within your first year, you will: Independently manage a book of business valued at approximately $500,000 to $750,000 while maintaining exceptional client satisfaction, technical quality, and profitability. Build trusted relationships with business owners by providing proactive communication, thoughtful tax planning, and practical guidance on complex tax matters. Lead complex tax projects from planning through delivery while balancing deadlines, staff resources, billing, and project profitability. Strengthen the tax team by reviewing complex work, delegating effectively, and coaching Senior Tax Accountants and staff toward greater confidence and independence. Meet regularly with clients, including monthly planning conversations, and become a trusted advisor who helps them make informed financial decisions. Create capacity for the partners by taking ownership of client work, workflow, billing, technical decisions, and staff development with minimal oversight. Contribute to the firm’s future by improving processes, supporting recruiting and onboarding, and helping develop the next generation of tax professionals. You may be a strong fit if you have at least 12 years of public accounting experience, a bachelor’s degree, and an active CPA license. Experience managing client billing and project profitability is important. Experience with CCH Axcess is strongly preferred, although experience with GoSystem may be transferable. Just as important, you bring sound business judgment, executive presence, integrity, and a genuine desire to develop people. You take ownership while remaining adaptable and open to learning how Cambaliza McGee works. Why You\'ll Love it Here Competitive compensation: Annual salary of $110,000 to $160,000, based on experience Benefits that support your well being: Medical, dental, and vision insurance with a company contribution of up to $500 per month Meaningful retirement contributions: A 3% employer 401(k) contribution, whether or not you contribute, plus a historical annual profit sharing contribution of 3% to 4%, based on firm performance Time away from work: 10 days of paid time off, 40 hours of paid sick leave, and eight paid holidays, including one floating holiday Continued growth: Continuing education, mentorship, and the opportunity to expand your influence as a leader within the firm Flexibility and support: A flexible schedule, wellness program, cell phone reimbursement, and a collaborative, technology enabled workplace A genuinely enjoyable workplace: You will join a supportive team that laughs together and enjoys food, boba, coffee, celebrations, and firm activities along the way. If you are ready to lead complex tax work, develop talented professionals, and help shape the future of a firm that takes its work seriously without taking itself too seriously, we would love to meet you. #J-18808-Ljbffr