Manager, Middle Market Tax

Overview

The organization is seeking a Manager to join its Middle Market Tax team.

This role focuses on delivering quality tax solutions for privately owned middle-market companies and high net worth individuals. The work environment is collaborative and fast-paced, while maintaining a small-firm atmosphere.

Responsibilities

• Serve as the primary contact to advise clients on a full spectrum of tax services, including planning, research, compliance, allocations, and general transactional activities
• Conduct primary and secondary review of complex tax returns, including federal and state filings
• Review tax return output prior to submission to ensure completeness and accuracy
• Resolve and document notices received from IRS and State authorities
• Proactively monitor quarterly and year-end deadlines
• Supervise, train, mentor, and evaluate teams of tax professionals
  • Participate in team development, including training and retention efforts
  • Participate as an instructor in firm training (especially new hire training) and virtual office hours
  • Review workpapers and provide feedback to staff

Requirements

• Bachelor’s degree in accounting or a related field; Master of Accounting is a plus
• CPA license
• Experience with GoSystem tax software
• In-depth understanding of California state income tax returns and apportionment rules
• 5–7 years of recent middle market tax experience, with the title of “Manager” or similar designation
• Must be eligible to work in the U.S.

Preferred Qualifications

• Proven success supervising complete engagements
• Demonstrated technical proficiency with large, multi-state middle-market clients
• Experience with individual, trust, and business flow-through entity taxation
• Experience working with high-net-worth individuals and/or Family Office, corporate executives, and/or owners of organizations

Compensation & Benefits

• Estimated salary range: $140,000 to $163,000
• Benefits may include medical, dental, 401(k), pension, equity programs, and additional benefits supporting health and quality of life

Location

• Remote (U.S.) or hybrid from the Irvine or San Diego, CA office