About the Firm
We are representing a well-established and rapidly growing boutique CPA practice serving an affluent client base across Southern California. The firm provides comprehensive tax advisory and compliance services to high-net-worth individuals and businesses across professional services industries including real estate, medical, dental, and legal.
About the Role
Our client is seeking a Senior Tax Manager to assume full ownership of the firm's tax practice. This is a high-impact leadership role working directly under the Managing Director. The right candidate will take over an established book of business and lead and mentor a team of 15. This is a long-term seat with a direct path to move up to Associate Director and then Director.
Key Responsibilities
Assume ownership of the firm's tax book, serving as the primary relationship manager for an established and growing base of individual and business clients
Prepare and review high-complexity tax returns across individual, business, and pass-through entity structures
Drive proactive tax planning and advisory conversations focused on client tax savings and long-term strategy
Lead, mentor, and develop a team of 15, including staffing assignments, day-to-day oversight, and professional growth
Research complex tax issues and deliver well-reasoned resolutions
Manage workflow and prioritize across multiple concurrent engagements
Collaborate with outside advisors and serve as a trusted senior resource across client relationships
8–12 years of public accounting experience with a focus on individual and business taxation
CPA or EA required
Deep experience with professional services clients — real estate, medical, dental, legal, and similar industries strongly preferred
Proven track record of leading and developing staff in a client-facing environment
Proficiency with Lacerte required
Strong interpersonal skills, professional presence, and the energy to contribute positively to firm culture
Based in Southern California; ability to come into the Costa Mesa on a hybrid schedule
Competitive salary with bonus opportunities
Medical benefits
401(k) with employer match
Hybrid work schedule
Opportunity for advancement to Associate Director and Director level
Long-term growth within a thriving and expanding practice