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 staff development while working remotely with occasional travel 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 new client relationships
• Review and manage individual, business, and trust tax return engagements

Required qualifications

• 7 - 12 years of experience in preparing and reviewing various 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 a focus on strategy and operations