Senior Tax Manager

Senior Tax Manager

Company: Boutique CPA Firm

Compensation: $150,000 - $200,000 + discretionary bonus

Location: Hybrid / Remote (San Diego, CA)

Overview

A boutique CPA firm is seeking an experienced tax professional to join its growing practice. This opportunity is ideal for someone who enjoys working directly with business owners and high-net-worth individuals, providing both tax compliance and strategic advisory services.

The ideal candidate brings strong technical tax expertise, a client-service mindset, and the ability to independently manage complex engagements while contributing to the growth of the practice.

Key Responsibilities

• Manage a portfolio of individual and business tax clients from planning through filing
• Prepare and review federal and multi-state tax returns
• Advise clients on tax planning, business transactions, and wealth preservation strategies
• Research technical tax matters and develop practical solutions
• Identify tax planning opportunities and provide proactive recommendations
• Build and maintain strong client relationships through consultative service
• Support process improvements, technology initiatives, and operational efficiencies
• Mentor and develop junior team members

Minimum Qualifications

• Active CPA license required
• 8+ years of public accounting tax experience
• Experience with individual, partnership, S-corporation, and corporate tax returns
• Strong knowledge of complex tax matters and multi-state filings
• Ability to independently manage client relationships and engagements
• Excellent communication and problem-solving skills

Preferred Qualifications

• Experience working with closely held businesses and high-net-worth clients
• Exposure to estate, trust, or wealth transfer planning
• Tax advisory and strategic planning experience
• Experience mentoring or reviewing staff work
• Interest in technology, automation, and process improvement

EEO Notice

Vaco by Highspring is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law.

Vaco by Highspring and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco by Highspring and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact View email address on click.appcast.io.

Vaco by Highspring also wants all applicants to know their rights that workplace discrimination is illegal.

Representation Notice

By submitting to this position, you agree that you will be giving Vaco by Highspring the exclusive right to present your as a candidate for the foregoing employment opportunity. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. You also agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco by Highspring about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco by Highspring agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal.

For residents of Ontario, Canada: Based on Highspring's discussions with its Client, Highspring's understanding is that this position for employment is a current vacancy (either through Highspring as a contractor or with the client directly).

Privacy Notice

Vaco by Highspring and its parents, affiliates, and subsidiaries ("we," "our," or "Vaco by Highspring") respects your privacy and are committed to providing transparent notice of our policies.

• California residents may access Vaco by Highspring HR Notice at Collection for California Applicants and Employees here.
• Virginia residents may access our state specific policies here.
• Residents of all other states may access our policies here.
• Canadian residents may access our policies in English here and in French here.
• Residents of countries governed by GDPR may access our policies here.

Additionally, submissions to this position are subject to the use of AI to perform preliminary candidate screenings, focused on ensuring minimum job requirements noted in the position are satisfied. More details about Vaco by Highspring's use of AI can be found here. Further assessment of candidates beyond this initial phase will be conducted by recruiters and hiring managers. Vaco by Highspring does not know and cannot opine on if its client's use of AI products in hiring.

Pay Transparency Notice

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to:

• the individual's skill sets, experience and training;
• licensure and certification requirements;
• office location and other geographic considerations;
• other business and organizational needs.

With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses.