California Licensed Senior Tax Manager

Job Summary

To support a growing practice, the full-time California Licensed Senior Tax Manager will manage client relationships, oversee tax return engagements, and lead local team initiatives, with the flexibility to work remotely and travel occasionally to the Santa Barbara office.

Key responsibilities

• Lead and manage the local team while supporting the firm's Director
• Serve as the primary point of contact for clients and manage relationships with new clients
• Review and manage various tax return engagements, including individual, business, and trust returns

Required qualifications

• 7 - 12 years of experience in preparing and reviewing individual, corporate, partnership, and estate tax returns
• Bachelor's degree required; Master's degree preferred
• CPA or EA certification required
• Direct experience managing staff and client relationships
• Entrepreneurial mindset with an interest in strategy and operations