Senior Tax Manager

Overview

Senior Tax Manager — Hybrid (Irvine, CA or Indian Wells, CA)

Are you a high-performing Senior Tax Manager feeling capped or siloed in a "Big 100" firm? Are you ready to take on partner-level responsibilities, steward key client relationships, and see your advice make a direct, observable impact on a client's business?

O’Brien & Panchuk, LLP is a growth-oriented, advisory-led CPA practice. We are a small, high-performing firm by design. We are seeking a technical tax leader for a key strategic role—one that offers a direct line to clients and partners, without the bureaucracy.

We serve a sophisticated clientele of closely held businesses, real-estate entities, and high-net-worth family groups, with a particular depth in international tax and complex multi-entity structures.

• Client & Engagement Leadership:
  Serve as the primary advisor for a sophisticated book of business. Lead client meetings, manage engagement economics, and quarterback the entire engagement lifecycle, from planning and forecasting to final delivery.
• Complex Advisory:
  Drive high-value advisory projects, including entity structuring, cash/tax forecasting, real-estate structures (1031) partnership transactions, supporting international tax planning (treaty analysis, FTCs) in collaboration with partner/s.
• Technical Excellence:
  Act as the technical reviewer for complex multi-entity returns (S-corps, partnerships, trusts, professional corporations), including multi-state, and related-party structures.
• Team & Practice Development:
  Supervise, mentor, and develop seniors and staff. Foster a culture of technical excellence, enforce workpaper standards, and drive workflow improvements (including the prudent use of assisted review tools).

• 7+ years of progressive public accounting experience with a heavy focus on technical review of complex entities.
• MST, JD, or LL.M. in Taxation (Strongly Preferred).
• S-corporation and partnership taxation (Subchapters K & S)
• Professional corporations
• Strong command of federal and California taxation; multi-state experience is essential.
• Proven ability to manage and mentor a team.
• Excellent client-facing skills and executive presence.
• International tax exposure is a strong plus.

This is more than a job; it's a career-defining leadership opportunity.

• Bypass "Big Firm" Bureaucracy:
  We are a lean, advisory-led firm. You won’t have to deal with the internal politics, rigid structures, or uncertainties of a massive environment. Instead, you get direct access to partners and the autonomy to make decisions.
• Observable Client Impact:
  This is not a back-room review role. As a key leader, you will interface directly with clients—the business owners and family groups. Your strategic advice will have a clear, observable effect on their operations and cash flow.
• Autonomy & Visibility:
  You will work directly with partners, and your contributions to firm strategy and client success will be highly visible. We trust our leaders to manage their work and their teams.
• A Modern Firm Culture:
  We provide competitive compensation with a performance-based bonus, a flexible hybrid schedule (Irvine office + remote), and a collaborative, respectful environment.

We understand that candidates at this level value discretion.

If you are a CPA who excels in complex, multi-entity tax work and is ready to step into a significant leadership role, we want to talk to you.

Please apply via Linked In or, for a confidential, exploratory conversation, email resume with references directly to Ms. Donahue at