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 a local team 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 relationships with new clients
• Review and manage individual, business, and trust tax return engagements

Required qualifications

• 7 - 12 years of experience in preparing and reviewing 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