Tax Manager

Overview A Southern California-based boutique CPA firm specializing in sophisticated tax services for high-net-worth individuals and closely held businesses is expanding its tax leadership team. This hybrid role in Irvine offers direct collaboration with senior partners and the chance to oversee complex, multi-entity tax engagements while mentoring emerging tax professionals. Ideal for a CPA with strong technical expertise eager to deepen client relationships and influence practice development within a firm doubling its revenue through strategic growth.

Title: Tax Manager Industry: Tax Preparation Services Location: Greater Los Angeles Responsibilities Oversee preparation and review of tax returns for individuals, partnerships, S corporations, C corporations, trusts, and estates. Deliver proactive tax planning and advisory services tailored to affluent clients and their business entities. Manage multiple client projects from initial planning stages through final delivery, ensuring accuracy and compliance.

Serve as the main liaison for clients, cultivating enduring professional relationships and trust. Provide technical oversight and mentorship to senior associates and staff, enhancing team capabilities. Conduct in-depth research on complex tax matters and formulate actionable strategies to optimize client outcomes. Collaborate closely with partners on client service initiatives, practice growth, and process enhancements.

Qualifications Must-Have: CPA certification completed or actively pursuing. Five or more years of public accounting experience focused on tax compliance and planning. Proven expertise working with high-net-worth individuals, partnerships, S corporations, and privately held businesses. Strong technical knowledge in tax return review and complex tax issue resolution. Experience in a Big 4, national, regional, or well-regarded local public accounting environment.

Excellent communication skills with a demonstrated ability to manage client relationships and lead teams. Nice-to-Have: Familiarity with tax software such as CCH Axcess and SurePrep. Prior exposure to hybrid work settings and balancing in-office collaboration with remote flexibility.