Job Title: Tax Manager
Location: Westlake Village, CA
About the Role
We are seeking an experienced Tax Manager to join our established boutique CPA firm in Westlake Village, California. This is an excellent opportunity for a technically strong tax professional who enjoys working directly on client engagements while also supervising staff, reviewing work, and building client relationships. Working closely with
Cheyenne and Ingrid, you will play an important role in maintaining high-quality client service, developing the team, and helping the practice grow. We are looking for someone who takes ownership, enjoys collaborating with others, and is excited about the opportunity to take on greater responsibility as the firm continues to expand.
Key Responsibilities:
- Manage tax engagements: Prepare and review complex tax returns, workpapers, and supporting documentation to ensure accuracy and quality.
- Supervise and mentor staff: Delegate work to staff accountants, review their deliverables, provide constructive feedback, and support their professional development.
- Own client relationships: Communicate directly with clients, address questions, manage deadlines, and ensure a high level of service.
- Provide technical guidance: Apply strong tax knowledge and sound judgment to resolve issues and support quality client deliverables.
- Collaborate with leadership: Work closely with firm leadership to manage workloads, improve processes, and support day-to-day operations.
- Improve workflows: Help implement new systems, including Karbon, and identify opportunities to make the firm more efficient.
- Embrace innovation: Stay open to emerging technology and AI tools that can enhance productivity and the quality of client service.
- Support firm growth: Contribute to a positive team culture and help build the processes and capabilities needed as the practice grows.
Qualifications
- Active CPA license required.
- Approximately 8 12 years of relevant public accounting experience, ideally with a midsize or larger regional accounting firm.
- Strong technical tax preparation, workpaper documentation, and review skills.
- Experience supervising staff accountants, delegating assignments, and reviewing completed work.
- Ability to manage client engagements independently and take ownership of client relationships.
- Excellent communication, organizational, and interpersonal skills.
- Collaborative, hands-on approach with a willingness to pitch in wherever needed.
- Comfortable adapting to new technology, implementing systems, and improving existing workflows.
- Growth-oriented mindset with an interest in taking on increasing responsibility over time.
Benefits
- Staff Bonus, healthcare, 401(k), PTO
- Overtime for Busy-season
Why Join Us?
- Established boutique firm: Join a respected local practice with strong client relationships and a collaborative working environment.
- The best of both worlds: Benefit from the culture and personal relationships of a boutique firm, backed by the resources and support of Accounting First Group.
- Technology and innovation: Be part of ongoing investments in modern systems, workflow improvements, and emerging AI tools.
- Career growth: Take on meaningful responsibility, develop your leadership skills, and grow alongside the firm.
- A chance to make an impact: Help shape the team's development, improve operations, and contribute directly to the firm's continued success.