Senior Tax Manager - Open to Remote

Overview

This role is based in the Santa Barbara, CA office, with the option to work fully remote and travel occasionally to the Santa Barbara office.

Due to continued growth, the organization is seeking a Senior Tax Manager with an entrepreneurial mindset who can take initiative, manage work effectively, and support long-term client and team leadership. This position is expected to evolve into a future leadership role with ownership of client relationships and team management. Responsibilities include driving growth, mentoring employees, and maintaining high standards across tax review and client advisory.

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 a primary point of contact and 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 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
• Strong work ethic and an ownership/proprietor mentality
• Entrepreneurial mindset with interest in strategy and operations

Compensation & Benefits

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

Compensation decisions depend on factors including bona fide qualifications and the facts and circumstances of each case at the time of hiring. Considerations include education, training, skillset, 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 option available with occasional travel to the Santa Barbara office).