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Tax Manager

Thoerner & Toma

San Diego, CA

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JOB DETAILS
SKILLS
Billing, Certified Public Accountant (CPA), Communication Skills, Customer Relations, Customer Support/Service, Dental Insurance, Federal Tax, Health Insurance, High Net Worth, Leadership, Local Tax, Maintain Compliance, Mentoring, Microsoft Office, Multitasking, Problem Solving Skills, Public Accounting, State Tax, Strategic Planning, Tax Accounting, Tax Planning, Tax Regulations, Tax Returns, Tax Software, Technical Leadership, Time Management, Training/Teaching, Vision Plan
LOCATION
San Diego, CA
POSTED
30+ days ago
Benefits:
  • Relocation assistance
  • Parking
  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Health insurance
  • Opportunity for advancement
  • Vision insurance
  • Bonus based on performance
  • Flexible schedule
  • Paid time off
  • Relocation bonus
  • Signing bonus
  • Training & development

Position Overview:

As Tax Manager you will serve as a senior technical leader and firm ambassador. Your days will be split between advising complex clients, developing new relationships, and mentoring the next generation of tax professionals. You will report directly to the firm Owners and play a meaningful role in the strategic direction of the firm going forward.


This is a leadership role, transitioning from working directly with the founder and their clients to running the full operation of our San Diego office as the founder transitions into retirement.

The Tax Manager will oversee and manage complex tax engagements, leading staff, and serving as a trusted advisor to clients. This position requires strong technical expertise (heavy experience with 1065, 1120, 1120S, 1040, 1041), excellent communication skills, and the ability to manage multiple priorities while maintaining high standards of quality and client service.

Correia & Associates has been a respected tax advisory service in San Diego for a generation. This office is part of a larger tax advisory group with offices in Irvine, Laguna Beach, Newport Beach (coming soon) and Honolulu, HI.


Key Responsibilities


  • Manage and review complex individual, business, partnership, trust, and estate tax returns
  • Serve as the primary point of contact for assigned clients, providing proactive tax planning and advisory services
  • Supervise, mentor, and develop tax staff 
  • Oversee engagement planning, workflow, deadlines, and billing
  • Research and resolve complex tax issues and prepare technical memoranda as needed
  • Ensure compliance with federal, state, and local tax regulations
  • Collaborate with partners and leadership on client strategy and firm initiatives
Qualifications


  • CPA license required
  • 5+ years of public accounting tax experience
  • Strong technical knowledge in federal and state taxation
  • Experience with complex entities, high-net-worth individuals, and tax planning
  • Proven leadership, organizational, and client relationship skills
  • Proficiency with tax software and Microsoft Office
Compensation & Benefits


  • Competitive salary commensurate with experience (base + signing bonus + annual bonus)
  • Full benefits package, including health insurance and 401K with matching
  • Generous paid time off 
  • Professional development and growth opportunities
  • Hybrid arrangements available after the first year
  • Convenient office setting across from the UTC shopping center
  • Relocation assistance available
Equal Opportunity Employer
Correia & Associates. is an Equal Opportunity Employer. We do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, genetic information, marital status, sexual orientation, gender identity or expression, military or veteran status, or any other characteristic protected under applicable federal, state, or local law, including the California Fair Employment and Housing Act (FEHA). Applicants with disabilities may request reasonable accommodations in accordance with California law.
This position is not eligible for sponsorship and we do not sponsor applicants for work visas.
The salary range listed reflects the genuine, good-faith compensation range for this role in compliance with California's pay transparency requirements (SB 1162). Final compensation will be determined based on experience, qualifications, and geographic location.
 

About the Company

T

Thoerner & Toma

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