Senior Tax Manager - Open to Remote

Overview

This position is based in Santa Barbara, CA. Fully remote is available with occasional travel to the Santa Barbara office.

Due to continued growth, the organization is seeking a Senior Tax Manager with an entrepreneurial mindset and a track record of execution. The role is designed for future leadership, with ownership of client relationships and team management. In addition to hands-on tax review and client advisory work, this position requires strong entrepreneurship, strategy, and management capabilities.

Responsibilities

• Support the firm’s Director in leading and managing the local team
• Serve as a primary point of contact for clients from retiring partners
• Act as the primary relationship manager for new clients
• Partner with the executive team and Director to develop and execute growth initiatives, product and services offerings, and operational strategies
• Review and manage individual, business (C-corps, S-corps, and partnerships), and trust tax return engagements
• Lead consulting and advisory efforts in the region
• Lead and manage staff in areas of research, training, and development

Requirements

• 7–12 years of experience preparing and reviewing individual, corporate, partnership, and estate tax returns
• Bachelor’s degree required; Master’s degree preferred
• CPA or EA certification required
• Direct experience managing staff and client relationships
• Excellent communication and attention to management details
• Proprietor mentality and strong work ethic
• Entrepreneurial mindset with an interest in strategy and operations

Compensation & Benefits

• Expected salary range: $120,000 – $195,000 per year
• Paid medical benefits
• 401(k)
• Autonomy to lead and manage the office in a way that promotes wellness for self and employees

Compensation decisions depend on bona fide qualifications and the facts and circumstances of each case at the time of hiring, including education, training, skills, credentials/certifications, relevant experience, geographic work location (including hybrid vs. fully in-office), scope and responsibilities, internal level and peer equity, and market considerations.

Location

• Santa Barbara, CA (fully remote available with occasional travel to the Santa Barbara office)

Application Deadline

Applications will be accepted until the position is filled.