Job Description
Job Description
About the Firm
We are representing a well-established and rapidly growing boutique CPA practice serving an affluent client base across Southern California. The firm provides comprehensive tax advisory and compliance services to high-net-worth individuals and businesses across professional services industries including real estate, medical, dental, and legal.
About the Role
Our client is seeking a Senior Tax Manager to assume full ownership of the firm's tax practice. This is a high-impact leadership role working directly under the Managing Director. The right candidate will take over an established book of business and lead and mentor a team of 15. This is a long-term seat with a direct path to move up to Associate Director and then Director.
Key Responsibilities
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Assume ownership of the firm's tax book, serving as the primary relationship manager for an established and growing base of individual and business clients
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Prepare and review high-complexity tax returns across individual, business, and pass-through entity structures
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Drive proactive tax planning and advisory conversations focused on client tax savings and long-term strategy
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Lead, mentor, and develop a team of 15, including staffing assignments, day-to-day oversight, and professional growth
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Research complex tax issues and deliver well-reasoned resolutions
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Manage workflow and prioritize across multiple concurrent engagements
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Collaborate with outside advisors and serve as a trusted senior resource across client relationships
Requirements
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8–12 years of public accounting experience with a focus on individual and business taxation
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CPA or EA required
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Deep experience with professional services clients — real estate, medical, dental, legal, and similar industries strongly preferred
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Proven track record of leading and developing staff in a client-facing environment
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Proficiency with Lacerte required
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Strong interpersonal skills, professional presence, and the energy to contribute positively to firm culture
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Based in Southern California; ability to come into the Costa Mesa on a hybrid schedule
Benefits
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Competitive salary with bonus opportunities
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Medical benefits
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401(k) with employer match
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Hybrid work schedule
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Opportunity for advancement to Associate Director and Director level
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Long-term growth within a thriving and expanding practice