Senior Tax Manager

Senior Tax Manager (Partner Track)

Location: Brea, California (Hybrid)

Position Overview

We are seeking an experienced Senior Tax Manager to join our growing tax practice with a clearly defined path to Partnership. This opportunity is ideal for a seasoned tax professional who excels in client advisory, technical tax planning, team leadership, and relationship management, and who aspires to take on a future ownership role within the firm.

The successful candidate will work closely with closely held businesses, family-owned enterprises, high-net-worth individuals, and trusts while helping drive the continued growth and success of the practice.

Key Responsibilities

• Manage and review complex tax engagements for individuals, trusts, partnerships, S corporations, and C corporations.
• Provide proactive tax planning and consulting services to closely held and family-owned businesses.
• Serve as a trusted advisor and primary point of contact for key client relationships.
• Advise clients on tax-efficient strategies involving wealth preservation, estate planning, succession planning, and business transitions.
• Review complex tax returns, projections, and planning analyses to ensure technical accuracy and compliance.
• Lead, mentor, and develop tax professionals, including offshore team members.
• Oversee engagement workflow, staffing, and project delivery to ensure exceptional client service.
• Identify opportunities to expand existing client relationships and support business development initiatives.
• Collaborate with firm leadership on strategic initiatives, growth opportunities, and practice management.
• Participate in leadership discussions and initiatives designed to prepare high-performing professionals for future partnership.

Qualifications

• CPA required; Master's in Taxation preferred.
• 10–15 years of public accounting tax experience.
• Strong expertise in individual, trust, partnership, S corporation, and C corporation taxation.
• Experience serving closely held businesses, family-owned companies, and high-net-worth individuals.
• Knowledge of estate planning, wealth transfer strategies, and business succession planning.
• Proven ability to build and maintain strong client relationships.
• Demonstrated leadership experience managing and mentoring tax professionals.
• Strong communication, business development, and decision-making skills.
• Desire to pursue a long-term leadership role with a path to Partnership.

Partner Track Opportunity

This role offers a structured path toward Partnership for candidates who demonstrate:

• Strong client relationship management and retention.
• Leadership and team development capabilities.
• Technical excellence and strategic tax advisory skills.
• Contributions to business development and practice growth.
• Commitment to the firm's long-term vision and success.

Work Arrangement

• Hybrid schedule with an expectation of approximately 3–4 days per week in the office.
• Candidates should reside within a reasonable commuting distance of the office.

Compensation

• Competitive compensation package based on experience and qualifications.
• Performance-based growth opportunities.
• Clear path to Partnership and future ownership opportunities for the right candidate.