Senior Tax Manager

Job Description

Job Description

Position Overview:

Accudata & Co. is part of an established, multi-state tax advisory firm with offices throughout California and Hawaii. We specialize in serving high-net-worth individuals with complex business, trust, and individual tax needs. Our firm has experienced significant growth, and we are seeking an experienced Senior Tax Manager to join our leadership team.

As a CPA Tax Manager, you will serve in a leadership capacity within our tax practice. Your responsibilities will include managing and reviewing complex individual, corporate, partnership, fiduciary, and multi-state tax returns; supervising staff; overseeing engagement workflows; and ensuring full compliance with federal, state, and local tax regulations. You will also provide technical guidance, research tax issues, maintain client relationships, participate in tax planning engagements, and support team mentorship initiatives as needed.

Accudata & Co. has been a respected tax advisory service in Orange County for over a generation. This office is part of a larger tax advisory group with offices in San Diego, Irvine, Laguna Beach, Newport Beach (coming soon) and Honolulu, HI. We are actively building our leadership team and significant growth opportunities exist for anyone entering at this level during this early stage of building our team.

Pay Range : $150,000 – $180,000 total compensation (annual base pay + bonus), depending on experience and qualifications. Final compensation will be determined based on skills, experience, and location. Relocation stipend available if needed.

Responsibilities

• Technical review of individual, corporate, fiduciary, partnership, and multi-state tax returns
• Manage and supervise tax staff and senior associates; provide mentorship and performance feedback
• Research complex tax issues and provide actionable guidance to clients
• Prepare tax projections and develop tax planning strategies
• Review tax information supplied by clients; communicate directly with clients to address questions and deliver recommendations
• Oversee engagement workflows and ensure timely, accurate completion of all deliverables
• Interact closely with clients to provide innovative tax planning, consulting, and compliance expertise
• Collaborate with partners on client management, practice development, and business development activities
• Assist with financial statement compilations as needed

Requirements:

• Bachelor's degree in Accounting, Finance, or related field
• Active CPA license required
• Master's in Taxation a plus
• Minimum 5+ years of public accounting experience
• Tax manager experience
• Strong technical and analytical skills in federal and California state tax compliance
• Proficiency in QuickBooks, Excel, Word, and tax software (Lacerte a plus)
• Excellent communication, organizational, and interpersonal skills
• Detail-oriented with the ability to manage multiple priorities
• Team player with a positive attitude and high ethical standards
• Ability to work extended hours during peak tax seasons

Benefits

• Competitive compensation within the posted pay range
• Comprehensive medical, dental, and vision benefits
• Retirement plan (with employer contribution)
• Paid time off and paid holidays
• Convenient central San Diego location
• Opportunity for growth as the company expands
• Collaborative, team-oriented environment with experienced, friendly staff

Equal Opportunity Employer Statement

Accudata & Co. is an Equal Opportunity Employer. We do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, genetic information, marital status, sexual orientation, gender identity or expression, military or veteran status, or any other characteristic protected under federal, state, or local law, including the California Fair Employment and Housing Act (FEHA). Applicants with disabilities may request reasonable accommodations in accordance with Califor

nia law. This position is based in California. The pay range listed reflects the anticipated compensation for this role and is provided in compliance with California's pay transparency requirements (SB 1162).