Job Description
Job Description
About the Firm
We are representing a well-established local CPA practice in the Westlake Village area that provides tax compliance, planning, and advisory services to individuals and businesses. The practice is backed by a network of CPA firms, which gives it the resources and stability of a larger organization while keeping the close client relationships and collaborative culture of a boutique firm. Leadership is investing in modern tools, including practice management platforms and AI-enabled tax technology, and is building the next generation of firm leaders.
About the Role
Our client is seeking an experienced Senior Tax Manager who wants a clear path to partnership. This person will provide day-to-day leadership of the tax practice, serve as a senior and final reviewer on individual and business returns, and take on a growing share of client relationships over time. The role is designed for someone who is ready to lead, develop a team, and help shape how the practice grows.
The ideal candidate is a technically strong CPA who enjoys mentoring others, builds trust with clients quickly, and is energized by the opportunity to become an owner in a growing firm.
Key Responsibilities
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Provide day-to-day leadership of the tax practice, including workflow, deadlines, and quality control
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Perform senior and final review of individual and business tax returns
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Own and grow a book of client relationships, serving as a trusted advisor on compliance and planning
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Lead proactive tax planning conversations with individual and business clients
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Lead, mentor, and develop managers, seniors, and staff
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Partner with firm leadership on practice growth, process improvement, and technology adoption
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Research complex tax issues and develop well-supported recommendations
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Take on increasing firm leadership responsibilities on a defined path to partner
Requirements
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Active CPA license required
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10+ years of public accounting tax experience
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Strong senior review experience across individual and business returns
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Proven experience leading and developing a tax team
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Track record of owning and growing client relationships
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Lacerte experience strongly preferred
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Comfort with technology, including practice management platforms such as Karbon and AI-enabled tax tools
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Midsize or regional CPA firm background preferred
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Ambition to move into partnership
Benefits
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$180k-$200k base salary, commensurate with experience
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Staff bonus program
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Healthcare benefits
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401(k)
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Paid time off
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Busy-season overtime
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Defined path to partnership