Senior Tax Manager

Job Description

Job Description

Position: Senior Tax Manager
Location: Orange, CA

Duration: Full-time & direct hire  

 

Position Summary:

The Senior Tax Manager is a senior leadership position responsible for delivering exceptional client service while helping shape the strategic direction of the client's Tax Practice. This individual serves as a trusted advisor to high-net-worth individuals, closely held businesses, entrepreneurs, and family offices. The role is viewed as a key leadership position with a clear pathway to Principal or Partner. This position is ideal for a technically strong tax professional who enjoys mentoring others, building client relationships, leading a high-performing team, and contributing to the continued growth of the firm.

 

Strategic Client Advisory:

• Serve as the primary advisor on clients' most sophisticated tax engagements.
• Advise business owners on tax-efficient growth strategies, succession planning, entity structuring, mergers and acquisitions, and wealth preservation.
• Build trusted relationships through proactive client communication and ongoing tax planning discussions.
• Work closely with clients to understand their businesses and provide year-round strategic tax advice.
• Collaborate with clients' multidisciplinary service lines—including Tax, Audit, our Law Group, our Capital Group, and our Wealth—to deliver integrated client solutions.
• Partner closely with Client's Law Group on tax planning initiatives involving business owners, trusts, estates, and succession planning.

 

Tax Compliance & Technical Leadership:

Client is a relationship-driven 1040 practice with a strong emphasis on tax compliance and proactive tax planning. The Senior Tax Manager will:

• Perform final technical review of complex tax engagements.
• Be highly proficient in reviewing and advising on:
• Individuals (1040)
• Partnerships (1065)
• S Corporations (1120-S)