Tax Manager

Pelletier & Leo Irvine (Hybrid)

Are you a seasoned tax professional seeking a role where your expertise is truly valued, and your career growth is a priority?

Pelletier & Leo, a modern, full-service accounting firm founded by former Big 4 professionals, is seeking a Tax Manager to join our Irvine team. We are a boutique, fast-growing firm that prioritizes both employees and clients, offering a collaborative environment and a clear path to leadership.

• Engaging Client Work:
  Manage tax planning and preparation for high-net-worth individuals and closely held entities, including multi-entity, federal, and multi-state projects encompassing individuals, partnerships, corporations, and trusts.
• Work-Life Balance:
  Enjoy a hybrid work schedule with a maximum of 50-60 hours during peak seasons, ensuring you have time for what matters most.
• Competitive Compensation:
  Earn between $150,000 and $180,000, along with comprehensive benefits and flexibility to support your lifestyle.

• Prepare and review both simple and complex tax returns, ensuring accuracy and compliance.
• Provide strategic tax planning and resolve tax-related issues for our diverse client base.
• Mentor and review the work of junior staff, fostering professional growth within the team.

• A CPA with a strong background in tax management, preferably with experience in a national or large local firm.
• Proficiency in tax software such as Lacerte, CCH Axcess, and Sure Prep, or the ability to adapt quickly.
• A proactive individual who is ready to take on leadership responsibilities and contribute to the firm's growth.

We believe in building careers, not just filling positions. Our firm is dedicated to providing opportunities for advancement, fostering a supportive culture, and ensuring that our team members are recognized and rewarded for their contributions.

Ready to take the next step in your career? Apply now and become a part of a firm that values your expertise and supports your professional journey.