Job Description
Job DescriptionTax Manager Public Accounting | Tax Planning | Business Advisory
Compensation: $130,000-$170,000+ Base + Bonus Opportunities
Location: San Bernardino, California
Schedule: Full-Time
Our client, a highly respected CPA firm in Southern California, is seeking an experienced Tax Manager to join its growing practice.
This opportunity is ideal for a CPA or EA who enjoys serving as a trusted advisor to business owners while providing tax planning, consulting, compliance oversight, and team leadership.
This role offers significant client interaction, advisory responsibilities, and a clear leadership path within the firm.
Why This Opportunity Stands Out
- Competitive salary and bonus structure
- Strong emphasis on tax planning and advisory services
- Direct interaction with business owners and executives
- Diverse client portfolio
- Leadership and mentoring responsibilities
- Collaborative and entrepreneurial culture
- Long-term growth potential
Key Responsibilities Tax Planning & Advisory
- Lead tax planning engagements for business and individual clients
- Identify proactive tax-saving opportunities
- Advise clients on California tax matters
- Research and resolve complex tax issues
- Support business consulting and strategic planning initiatives
Tax Compliance
- Review complex individual and business tax returns
- Ensure compliance with federal and California tax regulations
- Oversee engagement quality and technical accuracy
- Assist with tax notices, audits, and other tax authority matters
Client Relationship Management
- Serve as a trusted advisor to clients
- Develop and maintain long-term business relationships
- Lead planning and advisory discussions
- Deliver exceptional year-round client service
Leadership
- Mentor and develop tax staff, seniors, and supervisors
- Review work and provide technical guidance
- Assist with engagement management and workflow planning
- Support firm growth initiatives and process improvements
Qualifications Required
- CPA or EA designation
- 5+ years of public accounting tax experience
- Strong California tax experience
- Experience reviewing complex business and individual tax returns
- Strong understanding of pass-through entities and business taxation
- Strong client-facing and advisory skills
- Leadership and mentoring experience
Preferred
- Tax planning expertise
- Experience working with closely held businesses
- Experience managing client relationships
- Prior supervisory or management experience
Who Thrives Here?
The ideal candidate:
- Enjoys building long-term client relationships
- Wants meaningful advisory responsibilities
- Enjoys mentoring and developing staff
- Values relationship-driven client service
- Has strong California tax expertise
- Wants a long-term leadership opportunity
Benefits
- Competitive compensation package
- Performance bonus opportunities
- Health benefits
- Professional development support
- Continuing education assistance
- Collaborative team culture
- Long-term advancement opportunities
If you're a Tax Supervisor, Tax Manager, CPA, or EA seeking greater client interaction, advisory exposure, and long-term career growth within a respected Southern California CPA firm, we'd welcome a confidential conversation.