What are the responsibilities and job description for the Senior Tax Manager position at Whitman Advisory Job Community?
Senior Tax Manager – Thousand Oaks, CA
Salary: up to $150k (based on experience and local market averages)
Location: Thousand Oaks, California (Greater Los Angeles Area)
Reports To: Managing Partner
Role Type: Full-time
Position Summary:
We are seeking a Senior Tax Manager to lead client engagements, strengthen client relationships, and contribute to the growth of a dynamic accounting practice. This leadership-track role is ideal for a technically strong tax professional who combines expertise in taxation with mentoring ability, business development skills, and a passion for building a growing practice.
Key Responsibilities:
- Manage and review complex business, partnership, and individual tax engagements, ensuring compliance and high-quality deliverables.
- Provide proactive strategic tax planning and structuring guidance for closely held businesses, partnerships, and high-net-worth clients.
- Identify and pursue opportunities for new business with existing and prospective clients.
- Build and maintain long-term client relationships, serving as a trusted advisor.
- Supervise, train, and mentor managers, seniors, and staff to develop technical and leadership skills.
- Collaborate with firm leadership to execute regional growth plans, expand service offerings, and enhance profitability.
- Contribute to process improvements, technology integration, and the implementation of firm best practices.
- Support clients with transactions, entity restructuring, and multi-state compliance.
Qualifications:
- Active CPA license required.
- 8–12 years of progressive public accounting experience with deep expertise in taxation.
- Proven experience in client relationship management and business development.
- Strong technical knowledge of federal and state tax law, including multi-state taxation.
- Excellent leadership, communication, and project management skills.
- Entrepreneurial mindset with enthusiasm for practice growth and mentorship.
Benefits:
- Competitive base salary with performance bonus potential.
- Long-term incentive opportunities tied to firm growth.
- CPA licensure support and continuing education.
- 401(k), healthcare, and paid time off.
- Collaborative culture that values integrity, innovation, and growth.
Salary : $150,000