Senior Tax Manager
About The Position
Workforce Solutions partners directly with leading small to mid-sized CPA firms across the United States to connect them with top talent in the public accounting industry. If you are looking for a Senior Tax Manager role, we can connect you with a very respected firm that will match your desired goals! We are partnering with a highly respected CPA firm in Brea, California (just south of Los Angeles) seeking an experienced Senior Tax Manager to join their team. This firm focuses heavily on family-owned businesses, working closely with individual owners on complex tax, estate planning, and wealth management matters. This is a highly visible, client-facing leadership role with a clear path to ownership/partner for the right individual.
Requirements
- 10–15+ years of experience in public accounting, with strong exposure to: Individual taxation, S corporations & C corporations, Trusts and estate-related tax matter
- Experience working with closely held or family-owned businesses is highly preferred
- Background in a larger public accounting firm with at least 5–10 years in similar client environments
- Proven ability to manage client relationships and communicate complex tax matters clearly
- Experience supervising and leading teams (including remote or offshore staff is a plus)
- Strong decision-making skills with the ability to work independently and confidently
- Active CPA required
- Master's in Taxation or similar advanced degree preferred
- Desire and long-term interest in progressing to an ownership/partner role
Responsibilities
- Manage a portfolio of closely held business clients and serve as their trusted tax advisor
- Review and oversee complex tax returns including individuals, S corporations, C corporations, and trusts
- Provide strategic tax planning and advisory services with a focus on estate planning and wealth management considerations
- Lead and supervise a tax team, including coordination with offshore staff (India-based team members)
- Make key decisions related to client strategy, tax positions, and team development
- Build and maintain strong client relationships as the primary point of contact
- Mentor and develop team members while ensuring high-quality deliverables and deadlines are met
- Support firm growth initiatives and contribute to long-term leadership strategy
Benefits
- Competitive compensation aligned with experience and leadership level
- Clear path to partner/ownership opportunity
- Flexible hybrid work model
- Comprehensive benefits package (health, retirement, PTO)
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What This Job Offers
Job Type
Full-time
Career Level
Senior
