Overview

Are you a tax professional who enjoys building lasting client relationships, developing tax strategies, and mentoring others? We're looking for an experienced Sr. Tax Manager or Director to join our growing team. We believe great work happens when talented people are supported, trusted, and given opportunities to grow. We value collaboration, continuous learning, and delivering exceptional service while maintaining a positive team culture.

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Responsibilities

1. Prepare and review complex individual, partnership, S corporation, corporation, trust, and fiduciary tax returns

2. Meet with clients throughout the year to discuss tax planning opportunities and provide proactive tax advice

3. Lead tax strategy meetings and identify opportunities to reduce tax liability and support client goals

4. Prepare tax estimates, projections, and multi-year tax planning analyses

5. Advise clients regarding pass-through entity taxation, including S corporations, partnerships, and Pass-Through Entity Tax (PTET) planning

6. Review tax returns prepared by staff and provide coaching, training, and technical guidance

7. Research and resolve complex federal and state tax issues

8. Manage client relationships and ensure timely, high-quality service

9. Utilize Lacerte Tax Software and TaxDome to manage workflow, client communication, tax preparation, and review processes

10. Assist in developing and improving firm processes, procedures, and best practices

11. Collaborate with leadership and team members to support firm growth and client success

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Qualifications

1. Active CPA or Enrolled Agent (EA) license required

2. 8-10+ years of public accounting and/or corporate tax experience

3. Strong technical knowledge of federal and California taxation

4. Experience with tax planning, projections, estimates, and advisory services

5. Experience working with pass-through entities and PTET planning

6. Experience reviewing tax returns and supervising staff

7. Proficiency with Lacerte and TaxDome preferred

8. Excellent communication, organizational, and client service skills

9. Strong attention to detail and ability to manage multiple deadlines

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, Los Angeles County Fair Chance Ordinance, and San Francisco Fair Chance Ordinance.