Senior Tax Manager - Open to Remote

Overview

This position is based in Santa Barbara, CA, with the option to work fully remote and make occasional trips to the Santa Barbara office.

The organization is seeking a Senior Tax Manager to grow client relationships and lead and mentor team members. This role combines hands-on tax review with client advisory, while also requiring an entrepreneurial approach to strategy and management. You will partner with local leadership to help develop and execute the firm’s vision.

Responsibilities

• Support the firm’s Director in leading and managing the local team
• Serve as a primary point of contact for clients, including those transitioning from retiring partners
• Manage client relationships and act as a primary point of contact for new clients
• Work 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 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
• 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)
• Market-leading base compensation
• Autonomy to lead and manage the office in a way that promotes overall wellness for yourself and employees

Location

Santa Barbara, CA — open to fully remote work with occasional travel to the Santa Barbara office.

Application Deadline

Applications will be accepted until the position is filled.