Overview
This position is based in Santa Barbara, CA, 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 execute effectively. This role is intended to support future leadership by taking ownership of client relationships and team management. You will drive growth, mentor employees, and help uphold the firm’s standards of excellence, combining hands-on tax review with client advisory, strategy, and management.
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
- Serve as primary point of contact and relationship manager for new clients
- Partner with the executive team and Director to develop and execute firm 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 detail
- Strong work ethic and a proprietor mentality
- Entrepreneurial mindset with interest in strategy and operations
Compensation & Benefits
- Expected salary range: $120,000 - $195,000 per year
- Paid medical benefits
- 401(k)
Compensation decisions will depend on bona fide qualifications and the facts and circumstances of each case at the time of hiring, including factors such as education, training, skills, credentials/certifications, relevant work experience, geographic work location (including hybrid or fully in-office), role scope and responsibilities, internal level and peer equity, and market considerations.
Location
Santa Barbara, CA (open to fully remote with occasional travel to the Santa Barbara office).