Senior Tax Manager

Tax Advisory | Client Relationships | Leadership Impact | Best Places to Work Culture

Compensation: $150,000 - $185,000 Base + Bonus Opportunities

Location: Newport Beach, California
Schedule: Hybrid

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.

Why This Opportunity Stands Out

• $150,000 - $185,000 base salary
• Annual bonus opportunities
• Hybrid work environment
• Significant client-facing responsibilities
• Leadership role with direct impact on firm growth
• Opportunity to manage and expand a substantial book of business
• Strong focus on tax planning and advisory services
• Meaningful mentorship and team development responsibilities
• Established and growing CPA and advisory practice
• Collaborative, team-oriented culture
• Technology-enabled environment
• Clear long-term growth opportunities

About the Firm

Our client is a full-service CPA and advisory firm helping businesses and their owners make informed financial decisions through:

• Tax Planning & Compliance
• Business Advisory Services
• Accounting Services
• Tax Provision & ASC 740 Services
• Entity Structure Consulting
• Strategic Planning

The firm works with clients across a variety of industries including:

• Real Estate
• Professional Services
• Manufacturing & Distribution
• Healthcare
• Nonprofit Organizations
• Entrepreneurial & Closely Held Businesses

The firm's approach centers on proactive planning, responsive communication, and long-term client relationships.

The Opportunity

As a Senior Tax Manager, you'll become a key leader within the firm while helping clients navigate complex tax and business issues.

You'll gain exposure to:

• High-Net-Worth Tax Planning
• Business Tax Advisory
• Partnership Taxation
• S-Corporation Taxation
• Corporate Taxation
• Multi-State Tax Matters
• Real Estate Tax Planning
• ASC 740 & Tax Provisions
• Business Consulting
• Leadership & Team Development

This position offers an exceptional blend of technical expertise, client advisory work, practice leadership, and staff development.

Key Responsibilities

Client Advisory & Relationship Management

• 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

Tax Leadership

• 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

Practice Management

• 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

Team Development

• 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

Qualifications

Required

• 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

Preferred

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

Who Thrives Here?

The ideal candidate:

• Enjoys being a trusted advisor to clients
• Wants meaningful leadership responsibility
• Values client relationships over transactional work
• Enjoys mentoring and developing professionals
• Thrives in a collaborative environment
• Takes ownership of outcomes
• Wants to play a role in shaping the future of a growing firm

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 Makes This Opportunity Different?

Many Senior Tax Manager positions focus primarily on reviewing returns and managing deadlines.

This opportunity provides meaningful involvement in client advisory services, staff development, business strategy, profitability management, and practice growth. You'll have the opportunity to build deep client relationships, influence the future direction of the firm, and help develop the next generation of tax professionals.

The combination of leadership opportunity, technical complexity, client visibility, strong culture, and long-term career growth makes this an exceptional opportunity for an accomplished public accounting professional.

About Our Client

Our client is a highly respected CPA and advisory firm known for technical excellence, exceptional client service, and a workplace culture that supports both professional success and personal well-being. Through collaboration, innovation, and a strong commitment to employee development, the firm has created an environment where talented professionals can build rewarding long-term careers.

If you're a Senior Tax Manager, Tax Director, or experienced public accounting leader seeking greater influence, stronger client relationships, and a meaningful leadership opportunity, we'd love to speak with you confidentially.