Tax Manager

Tax Manager — Client Ownership • Leadership Visibility • Sustainable Growth

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

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