Tax Manager - (CPA/EA) - Hybrid - Tustin, CA USA - NT1030782

A fast-growing, nationally recognized CPA firm is seeking an experienced Hybrid Tax Manager (CPA/EA) to lead tax preparation, review, and strategic advisory services for a diverse portfolio of business and individual clients. This is a full-time, W2 position with a clear path for advancement, including future equity ownership opportunities for high performers.

Job Description

• Interface directly with clients without partner involvement
• Schedule and oversee fieldwork and preparation of compilation and review financial statement engagements
• Review tax returns and financial statements to ensure technical accuracy and adherence to firm standards
• Prepare complex business and individual tax returns and provide tax planning independently
• Review financial statement reports, including footnotes, ensuring they are ready for partner signature
• Perform a broad range of accounting tasks, minimizing direct partner involvement
• Conduct technical tax reviews and approve all tax returns and governmental tax examinations of any complexity
• Assume full responsibility for larger tax returns, tax research, and delegate tasks to tax preparers as needed
• Act as a resource for tax preparers and staff on specific tax issues and questions
• Communicate important tax and tax-related developments to relevant firm personnel
• Delegate and manage governmental tax examinations and may represent clients before appropriate tax authorities
• Train and develop staff through recruiting, performance evaluations, developing training aids, and instructing professional development programs
• Maintain a complete knowledge of the firm's philosophy and positions on tax matters
• Stay current on general economic and political trends and legislation that may affect clients
• Participate in the firm's practice development efforts through involvement with referral sources, community, and industry activities
• Sign and issue select tax returns
  
  

Requirements

• Degree in Accounting from an accredited university; Master's degree in Taxation preferred
• Minimum of 7 years' experience in public accounting, demonstrating progression in tax return complexity, scope, and research
• Minimum of 40 hours of continuing education annually to maintain technical and business skills and meet licensing requirements
• Active CPA or EA license in good standing (REQUIRED)
• Member in good standing with the American Institute of CPAs (AICPA)
  
  

Benefits

Compensation & Benefits:

• Competitive base salary commensurate with experience and qualifications
• Performance-based incentives (if applicable)
• 401(k) with employer match (if applicable)
• Health insurance with optional dental and vision coverage (if applicable)
• Additional workplace perks (as applicable)
  
  

Career advancement opportunities, including future equity potential.

If you feel you have the necessary qualifications, please forward a current copy of your resume and state your salary requirement.