Senior Tax Manager

Platform Accounting

$120K — $185K *
Legal & Accounting
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 7-12 years of experience in tax preparation and review for individuals, corporations, partnerships, and estates
  • Bachelor’s degree required; Master’s degree preferred
  • CPA or EA certification is a must
  • Experience managing staff and client relationships directly
  • Strong communication abilities and attention to detail
  • Entrepreneurial mindset with a strong work ethic
  • Strategic and operational interest relevant to tax management

Responsibilities

  • Support the firm's Director in leading the local team
  • Manage relationships with clients, particularly those from retiring partners
  • Act as the primary relationship manager for new clients
  • Collaborate with the executive team to drive growth initiatives and operational strategies
  • Review and manage tax return engagements for individuals, business entities, and trusts
  • Oversee the firm's consulting and advisory efforts in the region
  • Lead and develop staff in research, training, and professional growth

Benefits

  • Market-leading base compensation
  • Paid medical benefits and 401(k) plan
  • Autonomy to lead and manage the office while promoting employee wellness
Full Job Description
Job Type

Full-time

Description

Due to continuing growth, our team is seeking a Senior Tax Manager who has an entrepreneurial spirit and knows how to get things done. In addition to the traditional roll-up your sleeves tax review and client advisory, the role requires a strong sense of entrepreneurship, strategy, and management. We rely heavily on our local leadership team in each office to develop and execute the firm's vision.

**This role is supporting our office in Costa Mesa, CA with flexibility for a hybrid schedule**

What you will do:
  • Work with and support the firm's Director in leading and managing the local team
  • Become a primary point of contact for clients from retiring partners
  • Serve as the primary point of contact and relationship manager for new clients
  • Work with the firm's executive team and Director to develop and execute the firm's growth initiatives, product, and services offering and operational strategies
  • Review and manage individual, business (c-corps, s-corps, and partnerships) and trust tax return engagements
  • Lead firm's consulting and advisory efforts in the region
  • Lead and manage staff in areas of research, training, and development

What we look for:
  • 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 management skills
  • Proprietor mentality and work ethic
  • Entrepreneurial minded with an interest in strategy and operations

What we offer:
  • Market-leading base compensation
  • Paid medical benefits and 401(k)
  • Autonomy to lead and manage the office in a way that promotes overall wellness for yourself and employees

The expected salary range for this role is $120,000 - $185,000 per year, which represents a good faith and reasonable estimate. Compensation decisions depend on numerous factors including bona fide qualifications and the facts and circumstances of each case at the time of hiring. Relevant qualifications include, but are not limited to employee education, training, skillset, credentials/certifications, relevant work experience, geographic work location (including if the employee will be hybrid or fully in-office), the scope and responsibilities of the role, internal level and peer equity, and market considerations.

Applications will be accepted until the position is filled.

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