Senior Tax Manager
Company: Jobot
Location: San Dimas
Posted on: June 24, 2025
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Job Description:
Partner Track | Company-paid trips | Company-paid benefits |
Great Bonuses | Hybrid This Jobot Job is hosted by: Jeremy Pike Are
you a fit? Easy Apply now by clicking the "Apply Now" button and
sending us your resume. Salary: $150,000 - $250,000 per year A bit
about us: We are a full-service CPA firm dedicated to delivering
exceptional accounting, auditing, and consulting services tailored
to the unique needs of our clients. We build lasting relationships
through personalized attention, a deep understanding of each
client’s goals, and a commitment to excellence in every aspect of
our work. Equally important to us is the growth and well-being of
our employees. We foster a collaborative and inclusive work
environment that values work-life balance, professional
development, and career advancement. We believe that our success is
rooted in the success of our people, and we are committed to
providing the support and resources they need to thrive. By
prioritizing both our clients’ success and our employees’ growth,
we create a positive, forward-thinking culture that drives
long-term value for everyone we serve. Why join us? f you love
working in public accounting and find fulfillment in providing
top-level service to your clients but also want a great quality of
life, please apply! Our client also offers the following: Diverse
client base Career-growth opportunities (including partner track if
desired) 100% employer-paid benefits 401k with employer match
Friday lunches Employer-paid trips Cash bonuses & discretionary
bonuses Job Details Position Summary: We are seeking an experienced
Senior Tax Manager to join our growing CPA firm. In this role, you
will manage a diverse client portfolio, oversee tax planning and
compliance, and provide strategic tax guidance to high-net-worth
individuals, corporations, partnerships, and other business
entities. The ideal candidate is a seasoned tax professional with
strong leadership abilities, technical expertise, and excellent
communication skills. Key Responsibilities: Client Management &
Advisory: • Serve as the primary point of contact for a portfolio
of clients, building and maintaining strong client relationships. •
Provide strategic tax advice to clients, identifying opportunities
for tax optimization and risk management. • Consult with clients on
tax implications for business transactions, mergers, and
acquisitions. Tax Compliance & Review: • Manage and review complex
federal and state tax returns for individuals, partnerships,
corporations, and trusts. • Ensure timely and accurate filing of
all tax returns and compliance documentation. • Lead the review
process for all work prepared by tax team members, ensuring
accuracy and adherence to relevant tax laws and regulations. Tax
Planning: • Develop and implement proactive tax strategies to
minimize tax liabilities and maximize tax efficiencies for clients.
• Conduct research on complex tax issues and stay updated on
federal, state, and local tax law changes that could impact
clients. • Advise clients on tax-efficient structuring for
investments, real estate, business transactions, and succession
planning. Leadership & Mentorship: • Supervise, mentor, and train
junior tax professionals, fostering a collaborative and
growth-oriented environment. • Manage project workflows, deadlines,
and client expectations. • Participate in the recruitment and
performance management of team members. Business Development: •
Assist in identifying and pursuing new business opportunities for
the firm. • Develop proposals and present the firm’s tax services
to prospective clients. • Network within the community and industry
to promote the firm’s reputation and service offerings.
Qualifications: Education: Bachelor's degree in Accounting,
Finance, or a related field. Master’s degree in Taxation or a
related field preferred. Certification: CPA certification required.
Experience: Minimum of 8-10 years of experience in tax management
within a public accounting or CPA firm, with a track record of
managing complex client portfolios. Technical Skills: Proficiency
in tax preparation software, accounting software, and Microsoft
Office Suite; strong knowledge of federal, state, and local tax
regulations. Skills & Competencies: Excellent analytical and
problem-solving skills, with a keen attention to detail. Strong
leadership abilities and experience managing a team of tax
professionals. Exceptional written and verbal communication skills.
Ability to manage multiple priorities and projects in a fast-paced
environment. Interested in hearing more? Easy Apply now by clicking
the "Apply Now" button. Jobot is an Equal Opportunity Employer. We
provide an inclusive work environment that celebrates diversity and
all qualified candidates receive consideration for employment
without regard to race, color, religion, age, sex, national origin,
disability status, genetics, protected veteran status, sexual
orientation, gender identity or expression, or any other
characteristic protected by federal, state or local laws. Sometimes
Jobot is required to perform background checks with your
authorization. Jobot will consider qualified candidates with
criminal histories in a manner consistent with any applicable
federal, state, or local law regarding criminal backgrounds,
including but not limited to the Los Angeles Fair Chance Initiative
for Hiring and the San Francisco Fair Chance Ordinance.
Keywords: Jobot, Fountain Valley , Senior Tax Manager, Accounting, Auditing , San Dimas, California
