Tax Manager / Senior Manager - San Diego

Levelociti•San Diego, CA
•Hybrid

About The Position

This hybrid Tax Manager or Senior Tax Manager role is with a local tax and advisory firm focused on organic growth, strong client relationships, and high-quality service. The firm works with a mix of clients, with a specialization in high-net-worth individuals and affiliated businesses, including partnerships and S corporations. The position provides leadership within the tax group. The successful candidate will work closely with clients to deliver high-quality tax services and manage a team of tax professionals. The role offers a collaborative, respectful, low-ego culture, with a focus on work-life balance, low billable hours, capped busy-season hours, and Summer Fridays. The position requires working in the office two days per week.

Requirements

  • Active CPA license.
  • At least 5 years of experience.
  • Experience focused on high-net-worth individuals, S corporations, and partnerships.
  • Advisory experience and client-facing experience.
  • Previous tax supervision or management experience.
  • Experience managing client relationships.

Responsibilities

  • Lead within the tax group.
  • Work closely with clients to provide high-quality tax services.
  • Manage a team of tax professionals.
  • Manage client relationships.

Benefits

  • Competitive salary of $140,000–$190,000+ base.
  • Strong annual bonuses.
  • 401(k) match up to 5%.
  • Capped busy-season hours of 55.
  • Summer Fridays off.
  • Low billable hours.
  • Strong partner track.
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