Senior Tax Manager

Wertz & Associates • Newport Beach, CA

36d • Hybrid

About The Position

Our client, a highly respected CPA and advisory firm, is seeking an experienced Senior Tax Manager to join its growing leadership team. This is more than a traditional tax leadership position. It's an opportunity to serve as a trusted advisor to business owners, executives, high-net-worth individuals, real estate investors, healthcare providers, manufacturers, distributors, professional service firms, and nonprofit organizations while helping shape the future of a rapidly growing tax practice. The firm has built a reputation for combining technical excellence with exceptional client service and an outstanding workplace culture. Team members are challenged professionally, supported personally, and given meaningful opportunities to influence both clients and the firm. If you're looking for a leadership opportunity where your technical expertise, client relationships, and mentoring abilities will truly make a difference, we'd welcome a confidential conversation.

Requirements

• Active CPA license
• 10+ years of public accounting tax experience
• Experience managing complex tax engagements
• Strong client relationship management skills
• Experience reviewing business and individual tax returns
• Leadership and staff development experience
• Strong communication and project management abilities

Nice To Haves

• Experience managing a book of business
• Real estate tax experience
• Professional services industry experience
• Healthcare industry experience
• Multi-state tax experience
• CCH Axcess experience

Responsibilities

• Serve as a primary advisor to business owners and key client relationships
• Lead tax planning discussions and strategic client meetings
• Provide proactive recommendations and solutions
• Deliver exceptional client service and responsiveness
• Build long-term trusted relationships
• Lead complex tax engagements from planning through delivery
• Review sophisticated business and individual tax returns
• Research and resolve complex tax matters
• Identify opportunities to improve tax efficiency and reduce risk
• Ensure technical accuracy and compliance
• Manage a significant book of business
• Monitor project profitability and client billing
• Balance workflow, staffing, and deadlines
• Support firm growth initiatives
• Improve internal processes and efficiencies
• Mentor and develop Senior Tax Accountants and staff
• Review work product and provide coaching
• Delegate responsibilities effectively
• Foster a culture of accountability and growth
• Assist with recruiting and onboarding initiatives

Benefits

• Competitive compensation package
• Annual bonus opportunities
• Medical insurance
• Dental insurance
• Vision insurance
• 401(k) with employer contribution
• Profit-sharing opportunities
• Continuing education support
• Flexible scheduling
• Wellness initiatives
• Technology-forward workplace
• Strong professional development opportunities

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed