Senior Tax Manager

Overview

Our client is seeking a Senior Tax Manager to take ownership of complex client relationships, oversee workflow across the tax function, and play a meaningful role in the firm’s long-term growth and leadership structure.

This is a true senior leadership seat
, not just a title. The right person will act as a primary advisor to business owners, mentor managers and seniors, and help shape how the tax practice operates as the firm scales.

There is a clear path to partnership for the right individual.

• Serve as a primary tax advisor to closely held business owners and high-net-worth clients
• Lead and manage a portfolio of tax engagements, ensuring quality, timeliness, and strong realization
• Oversee workflow, delegation, and review across the tax team
• Provide value-added tax planning and practical solutions for clients
• Review and sign returns; ensure technical excellence and QC compliance
• Mentor and develop managers, seniors, and staff through ongoing coaching and feedback
• Collaborate with partners on practice strategy, growth initiatives, and potential acquisitions
• Identify opportunities to improve efficiency, systems, and engagement execution
• Contribute to business development efforts and referral relationships (preferred, not quota-driven)
• Leverage firm investments in technology, offshore resources, and automation to scale effectively

• Heavy pass-through work (S-Corps, LLCs, closely held businesses)
• Small to mid-sized business owners as core client base
• Trust & estate experience is a plus
• Exposure to wealth management–adjacent planning

• 6–10+ years of experience in public accounting
• Active CPA license required
• Strong background in pass-through taxation
• Experience managing complex engagements and client relationships
• Comfort reviewing and signing returns
• Leadership mindset with interest in mentoring and firm development
• Business development skills or willingness to participate

• Hybrid (Newport Beach or Glendale, CA)
• Flexible structure with in-office collaboration balanced by autonomy

• Senior leadership visibility and influence
• Real opportunity to help shape the firm’s future
• Sustainable workload philosophy (busy season typically ~55 hours)
• Long-term upside beyond base compensation

To be immediately considered, please send your resume and a brief message to g