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Senior Tax Manager $100k-$150k

Whitman Advisory Job Community
Thousand Oaks, CA Full Time
POSTED ON 1/25/2026 CLOSED ON 2/25/2026

What are the responsibilities and job description for the Senior Tax Manager $100k-$150k position at Whitman Advisory Job Community?

Senior Tax Manager (Family Office)


You’re a builder. You love solving complex tax problems, coaching a team, and turning great service into long-term client relationships. You’re ready for a seat at the table—and a direct path to Partner. If that sounds like you, let’s talk.


The role you’ll own

  • Lead complex engagements: Manage and review partnership, corporate, and individual returns; ensure technical quality and compliance.
  • Be the strategist: Deliver proactive planning and structuring for closely held businesses, partnerships, and HNW clients (including multi-state).
  • Grow the book: Spot opportunities, nurture referrals, and represent the firm in the market to expand relationships and revenue.
  • Coach and elevate: Mentor managers, seniors, and staff; raise technical standards and leadership readiness.
  • Shape the practice: Partner with leadership on California growth plans, service expansion, pricing, and profitability.
  • Innovate: Improve process, integrate technology, and share best practices across our national platform.
  • Advise beyond compliance: Support transactions, entity restructurings, and emerging advisory initiatives.


What you bring

  • CPA (active).
  • 8–12 years of progressive public accounting experience with deep tax expertise.
  • Demonstrated client relationship wins and business development success.
  • Strong command of federal and state tax (multi-state exposure preferred).
  • Confident leader, communicator, and project manager.
  • An entrepreneurial mindset—energized by growth, impact, and equity-oriented outcomes.


Why this move

  • Direct path to Partner with mentorship and a national platform built for long-term growth.
  • Performance bonus and long-term incentives aligned to firm success.
  • 401(k), healthcare, PTO, CPA support, and ongoing education.
  • A collaborative, service-first culture that rewards initiative, integrity, and innovation.
  • The backing of a family-office platform—stability of a top practice with the agility to build.

Salary : $100,000 - $150,000

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