Tax Partner Jobs in San Juan Capistrano, CA

Bachelor's degree in accounting or law, or a similar degree in business, Masters or advanced degree desirable • CPA required • Eight (8)+ years' experience in tax return review and planning for high net worth individuals • Multi-state tax compliance experience for individuals, including understanding of composite, withholding and pass-through entity tax • Experience providing federal tax compliance and consulting services in a professional services firm • Two (2)+ years' of supervisory experience, mentoring and counseling associates preferred • Demonstrated management, analytical, organization, interpersonal, project management, communication skills • Highly developed CCH Axcess, PDFlyer and Microsoft Suite skills • Eligibility to work in the U.S. without sponsorship preferred. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion.

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.

As a Manager you are expected to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by independently solving and analyzing complex problems to develop top-quality deliverables.

PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.

p>PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy. As a Senior Manager you are expected to lead large projects, innovate processes, and maintain operational excellence while interacting with clients at a senior level to drive project success.

p/>

If you are interested in applying for employment with Crowe and are in need of an accommodation or require special assistance to navigate our website or to complete your application, please visit our Applicant Assistance and Accommodations page for more information: https://careers.crowe.com/crowe-applicant-assistance-and-accommodation.

As a Senior Tax Manager at Crowe LLP, you will serve as a trusted advisor to clients within the construction and real estate industries, leading the delivery of complex tax consulting, compliance, and planning services.

We are looking for business & technology oriented professional tax consultants who will work on tax department issues related to finance transformation, chart of account sensitization, tax calculation automation, and various other business issues that impact tax. As Finance leaders move into business partner roles, they need processes, technology and people to help drive efficiencies, manage costs, improve profitability, and identify new areas of opportunity.

p>Information regarding Merit System Principles provided to public employees by the State Civil Service Act can be found on the CalHR website at https://www.calhr.ca.gov/Training/Pages/performance-management-merit-system-principles.aspx.

If you are unable to apply electronically through your CalCareer account, please mail a completed and signed State Examination/Employment Application STD Form 678 and application package to the mailing address provided in the "Application Instructions' section below and ensure the following:

• Clearly indicate the Job Code #, Position Number and the Classification Title of this position in the "Examination or Job Title(s) For Which You Are Applying" section located on Page 3 of your State Examination/Employment STD Form 678.

Ascend provides access to growth capital, robust talent acquisition and training, leading quality management resources, best-of-breed technology, AI tools, an offshore captive, shared back-office services, a catalytic leadership system, and modernized equity incentives so that firms can surmount today’s industry challenges to reach their full potential.

Backed by private equity from people-focused Alpine Investors, Ascend is building a dynamic platform for regional accounting firms that enables them to stay independent while accessing the resources of a Top 25 firm to help them grow.

The role will collaborate with a wide variety of stakeholder teams, including HR, Finance, Legal, and external advisors to help administer various programs accurately and efficiently, while also serving as a direct go-to resource for PIMCO employees and executives on these matters. Job Description The Global Employee Tax and Compensation Manager will serve as PIMCOs in-house expert on global employee taxation matters (including advisory, compliance, and risk management) as well as select compensation plan administration.

li>Interact with clients to ensure satisfaction through open communication, managing and meeting deadlines and proactively sharing tax saving strategies.

• Prepare various tax returns including federal and state corporate, individual, gift and estate, trust and partnership returns.

p>Our client is a well-established CPA firm located in Orange County with a diverse portfolio of clients in various industries including but not limited to: Manufacturing, Distribution, Construction/Real Estate, Non-Profit.

They are currently seeking an experienced Senior Tax Accountant for their Anaheim, CA office who possesses the essential functions, knowledge, skills and abilities to perform this position.

This includes: Partner with Client teams to translate feedback loops into systemic data fixes; lead the prioritization of root-cause improvements over manual patches to ensure long-term integrity and trust in Cotality's core assets. Center of Excellence (CoE) Leadership: Drive the adoption of stewardship principles through the CoE, acting as the subject matter expert to democratize governance functions across non-FTE roles in Product, Operations, and Data Science.

This includes: Partner with Client teams to translate feedback loops into systemic data fixes; lead the prioritization of root-cause improvements over manual patches to ensure long-term integrity and trust in Cotality's core assets. Center of Excellence (CoE) Leadership: Drive the adoption of stewardship principles through the CoE, acting as the subject matter expert to democratize governance functions across non-FTE roles in Product, Operations, and Data Science.

p/>

To view our Consumer Notice at Collection for job applicants, please visit: https://www.armanino.com/terms/ccpa-employee-notice/ .

• Preparation of tax returns as it relates to high-net-worth individuals, primarily their personal income tax return as well as their closely held businesses, trust, estate, and gift tax returns.

As a top CPA and advisory firm with 500+ professionals across the U.S. and India, MGO serves clients in 97 countries and is consistently recognized as a Best Place to Work and an industry leader. In this role, you will collaborate closely with Partners to manage complex tax engagements, mentor teams, and deliver exceptional service to individuals and businesses involved in a variety of industries .

If you have done the hard work of growing a practice — built the systems, hired the team, developed the referral network, and figured out what actually drives sustainable revenue — we want to learn from you directly. To & Scott, LLC is a fast-growing, multi-state CPA and tax advisory firm serving high-net-worth individuals, closely held businesses, and family offices across California, Hawaii, Indiana, and Tennessee.

Armanino LLP is a licensed independent CPA firm that provides attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services.

To view our Consumer Notice at Collection for job applicants, please visit: https://www.armanino.com/terms/ccpa-employee-notice/.

p>To view our Consumer Notice at Collection for job applicants, please visit: https://www.armanino.com/terms/ccpa-employee-notice/. Armanino LLP is a licensed independent CPA firm that provides attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services.

Conduct online tax research • Accounting work needed for tax returns • Develop and nurture long-term relationships with client • Develop solutions for clients and champion the implementation of ideas • Review and confirm assignment objectives, scope and work plan with client • Identify assignment resource requirements and ensure the most appropriate resources are assigned to specific assignment roles • Anticipate, identify and resolves complex assignment issues • Seek regular client assessment of assignment progress and overall feedback on performance • Manage groups to ensure profitability in the short and long term • Support the partner team in identifying and promoting the development of new delivery capabilities and/or channels to satisfy evolving market requirements • Support the partner team in the development and planning of practice unit strategy, objectives, and budgets • Identify and develop new initiatives to increase retention, meet resourcing needs, utilization and people development • Build on strong coaching skills to mentor key talent • Share and transfer knowledge and skills to the team • Engage in ongoing personal development in line with the competency model • Performs other related duties as assigned.

• Bachelor's degree in Accounting, Tax, Finance, or a related discipline • Active CPA license • Minimum of 7 years of progressive U.S. tax compliance and consulting experience in public accounting, with at least 2 years in a management or supervisory role • Demonstrated experience working with high-net-worth individuals, entertainers, athletes, family offices, and related entities (corporations, partnerships, trusts, and individuals) • Experience with multi-state and foreign tax returns • Proven track record of managing multiple complex client engagements simultaneously and ensuring timely delivery • Hands-on experience with tax preparation and review software • Strong project management skills, including budget oversight, resource allocation, and deadline management • Demonstrated ability to coach, mentor, and develop team members • Excellent research, writing, and analytical skills, with the ability to communicate complex tax matters clearly to non-tax professionals • Strong client service orientation with a proven ability to retain and grow client relationships • Flexibility to work from home while collaborating in person half the time.

Alliance Resource Group has partnered with a local CPA firm who provides both tax accounting and audit services to clients in a wide range of industries. This is a fantastic opportunity to play a significant role in a well established organization where you will be responsible for providing client services in both tax and audit .

With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate whats next and discover new ways to accelerate growth. Acts as primary client contact and liaison for complex issues that staff are unable to resolve; communicates effectively with clients and develops positive relationships with client personnel.

The ideal candidate is a hands-on Tax Manager with strong corporate tax experience, strong compliance knowledge, and the ability to manage tax deadlines in a complex manufacturing environment.

The Tax Manager will partner with accounting, finance, external advisors, and auditors to ensure accurate tax filings, proper documentation, and compliance with changing tax regulations.

ul>

p>The Tax Prep Account Manager is an experienced, client-facing role responsible for ensuring tax files are complete, accurate, and fully prepared for submission by our licensed Tax Preparers. California Applicants: Please review our Notice at Collection and California Privacy Policy before submitting your application by clicking here.

This role is ideal for a detail-oriented professional CPA or EA with 5–7 years of public accounting experience and/or experience as Senior Tax Staff / Senior Tax Preparer or similar. It's critical that you understand the full financial picture: tax compliance, accounting, and advisory, and can work confidently with business owners, trusts, and high-net-worth individuals.

This includes: Partner with Client teams to translate feedback loops into systemic data fixes; lead the prioritization of root-cause improvements over manual patches to ensure long-term integrity and trust in Cotality's core assets. Center of Excellence (CoE) Leadership: Drive the adoption of stewardship principles through the CoE, acting as the subject matter expert to democratize governance functions across non-FTE roles in Product, Operations, and Data Science.

p>Job Summary:

The Tax Managing Director, Global Tax Outsourcing will be a senior member of the GTO team, responsible for building strong personal client relationships, directing all project services delivered, leading specific strategic focus, managing people and supporting the Partners with business development and practice management. Additionally, the GTO Managing Director is a critical part of the office's / region's Tax Services leadership team and in this capacity will act as source for guidance on international tax questions and issues and have a proven track record as a problem solver.

p>As a Tech Tax Manager based out of our East Brunswick, NJ; Red Bank, NJ; Whippany, NJ; New York, NY; Princeton, NJ; Red Bank, NJ; San Francisco, CA; Orange County, CA; or Los Angeles, CA office, you''ll work alongside an integrated team of seasoned, well-known CPAs and industry leaders.

Withum's Tax Services Group is made up of a brilliant team of tax specialists that work to ensure tax reporting obligations are met in an accurate and timely manner and minimize or defer the payment of taxes.

Ascend provides access to growth capital, robust talent acquisition and training, leading quality management resources, best-of-breed technology, AI tools, an offshore captive, shared back-office services, a catalytic leadership system, and modernized equity incentives so that firms can surmount today’s industry challenges to reach their full potential.

Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns.

PIMCO's Alternatives platform is a key strategic growth area for the firm, managing approximately $160billion across a diverse range of investment strategies and vehicle structures, including evergreen and closed-end funds.

As a Manager you are expected to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by independently solving and analyzing complex problems to develop top-quality deliverables.

PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.

Top regional CPA firm is seeking an experienced Remote Tax Senior to work with a client base of private companies, construction, insurance, real estate, manufacturing, and not-for-profit organizations. Ability to prioritize effectively, multi-task, handle multiple assignments, and thrive with minimum supervision from supervisors, managers, and partners.

Top regional CPA firm is seeking an experienced Remote Tax Senior to work with a client base of private companies, construction, insurance, real estate, manufacturing, and not-for-profit organizations. Ability to prioritize effectively, multi-task, handle multiple assignments, and thrive with minimum supervision from supervisors, managers, and partners.

p style="text-align:inherit"/>

PIMCO’s Alternatives platform is a key strategic growth area for the firm, managing approximately $160billion across a diverse range of investment strategies and vehicle structures, including evergreen and closed-end funds. Our flexible capital base and deep relationships with issuers have helped us become one of the world’s largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns.

p>We are seeking an experienced Tax Director to join our Private Client advisory practice, specializing in tax planning and compliance for high net worth individuals, families, trusts, estates, gift taxation, and closely held businesses. This leadership role provides strategic tax advisory services, technical review, engagement management, and team development while partnering with clients on sophisticated federal, state, and local tax matters.

Compensation and Benefits: