Tax Manager

Overview

This role involves owning complex tax engagements, leading a team, and elevating quality standards for client deliverables across tax planning, compliance, and consulting.

The position can be performed from anywhere in the United States.

Responsibilities

Client Relationships & Tax Delivery

• Manage client relationships across tax planning, compliance, and consulting as a primary point of contact.
• Review complex returns for corporations, partnerships, individuals, trusts, and estates across federal, state, and local jurisdictions.
• Provide tax planning beyond compliance by identifying tax-saving opportunities, developing tax-efficient strategies, and advising on the impact of legislative changes.
• Stay current on legislative changes and translate them into specific, actionable guidance for clients.
• Maintain a high standard of accuracy and quality across client deliverables.

Team Leadership

• Manage, mentor, and develop tax professionals by setting clear expectations, providing practical feedback, and offering support.
• Review team work, help strengthen technical skills, and identify recurring knowledge or process gaps.
• Help manage workloads and priorities during busy periods to keep engagements moving and deadlines on track.

Practice Development & Quality

• Identify opportunities to expand services with existing clients where value is real.
• Help identify and manage tax risk for both the practice and clients, ensuring positions are well-supported and defensible.
• Contribute to improvements in tax processes, documentation, and quality standards.

Requirements (Core Qualifications)

• Active CPA or EA required.
• 7+ years in public accounting or tax, with strong experience in compliance, planning, and advisory across individuals, partnerships, and small-business entities.
• Experience reviewing the work of other tax professionals and developing less-experienced team members.
• Strong technical knowledge of federal, state, and local tax regulations, including complex returns and multi-entity planning.
• Direct client relationship experience, including managing multiple engagements, balancing competing deadlines, and keeping clients informed.
• Proficiency in professional tax software such as UltraTax, CCH Axcess, Lacerte, or similar.

Preferred Qualifications

• Experience taking over and maintaining client relationships through practice transitions.
• Experience identifying opportunities to expand client relationships or introduce additional services.

Compensation & Benefits

California Salary Range: $120,000 to $150,000