Overview
This position is for an office 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 spirit and a track record of getting results. This role is intended to be a future leadership position, with ownership of client relationships and team management. Responsibilities include driving growth, mentoring employees, and upholding firm standards of excellence.
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 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 and services offerings, and operational strategies
- Review and manage tax return engagements, including individual, business (C-corps, S-corps, and partnerships), and trust returns
- 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 detail
- Entrepreneurial mindset and interest in strategy and operations
Compensation & Benefits
- Expected salary range: $120,000 - $195,000 per year
- Paid medical benefits
- 401(k)
Compensation decisions depend on numerous factors including bona fide qualifications and the facts and circumstances of each case at the time of hiring (including education, training, skillset, credentials/certifications, relevant work experience, geographic work location/hybrid or fully in-office status, 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)
Applications will be accepted until the position is filled.