Position: Senior Tax Manager
Location: San Clemente, CA – Hybrid
Employment: Full-Time or Part-Time
Salary: Based on experience
Relocation: Available
Start Date: ASAP

About the Role

The Senior Tax Manager will lead the day-to-day tax department, work closely with the Managing Partner, manage and develop a team of approximately five tax professionals, and support complex tax compliance and advisory matters.

Key Responsibilities

• Lead and manage the tax department and team.
• Review complex individual, partnership, S-Corp, C-Corp, trust and estate tax returns.
• Provide tax planning, research, and advisory services.
• Manage tax deadlines, workflow, extensions, and client deliverables.
• Identify tax planning opportunities for high-net-worth individuals and closely held businesses.
• Support multi-state, real estate, business transaction, and estate/trust tax matters.
• Mentor and develop tax staff.
• Work directly with leadership on complex client matters and planning opportunities.
• Help improve tax processes, technology, workflow, and quality controls.
• Utilize modern tax technology and AI-assisted research tools.

Ideal Background

• CPA license strongly preferred.
• 8+ years of progressive public accounting tax experience.
• Current or previous Tax Manager/Senior Tax Manager experience.
• Strong experience with individual and closely held business taxation.
• Experience reviewing complex tax returns.
• Tax planning and advisory experience.
• Strong leadership, communication, research, and problem-solving skills.
• Experience managing and developing tax professionals.
• Comfortable working with high-net-worth individuals and business owners.

The position offers flexibility and may suit an experienced Tax Manager/Senior Tax Manager looking for either a full-time or reduced/part-time schedule.