Senior Tax Manager - Open to Remote

Overview

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

Due to continuing growth, the organization is seeking a Senior Tax Manager with an entrepreneurial mindset and the ability to drive results. This position is intended to develop into a future leadership role, with ownership of client relationships and team management. In addition to hands-on tax review and client advisory, the role requires strong judgment, strategy, and leadership.

Responsibilities

• Work with and support the firm’s Director in leading and managing the local team
• Serve as a primary point of contact for clients (including transitioning from retiring partners)
• Act as primary point of contact and relationship manager for new clients
• Partner with the executive team and Director to develop and execute growth initiatives, product/service offerings, and operational strategies
• Review and manage tax return engagements for individuals, business entities (C-corps, S-corps, and partnerships), and trusts
• Lead consulting and advisory efforts in the region
• Lead and manage staff development 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 skills and strong attention to management
• Entrepreneurial mindset with interest in strategy and operations
• Proprietor mentality and strong work ethic

Compensation & Benefits

• Expected salary range: $120,000 – $195,000 per year
• Paid medical benefits and 401(k)

Compensation decisions depend on factors including bona fide qualifications and the facts and circumstances of the case at the time of hiring, such as education, training, skills, credentials/certifications, relevant experience, geographic work location (including whether the role is hybrid or 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).