Overview In this Tax Manager role, you will lead complex federal and state tax work for individuals, corporations, and trusts, while delivering strategic planning and fiduciary-level support. You will collaborate with cross-functional teams to expand beyond compliance, guiding clients through valuation, forensic accounting, and succession planning. You operate across industries including construction, real estate, law firms, and hospitality, building lasting advisor relationships. This position combines leadership, technical tax expertise, and a service-driven culture in a boutique Southern California firm.
Responsibilities- Lead the preparation and review of complex federal and state tax returns for individuals, corporations, and estates/trusts
- Provide specialized consulting in business valuation, forensic accounting, and succession planning
- Apply industry knowledge across Construction, Real Estate, Law Firms, and Hospitality
- Act as a dedicated advisor, managing cash flow and financial planning for clients
- Supervise staff and uphold ethics and professional standards
Key requirements- Active CPA license
- Advanced degree in taxation or financial planning certification is a plus
- Experience in a Big 4 or large regional firm environment
- Expertise in QuickBooks setup and consulting, internal controls, and litigation support
- Strong personal ethics and commitment to fiduciary aims
- Client relationship building
- Ethical, fiduciary-focused mindset
- Proactive communication and collaboration
- QuickBooks setup and consulting
- Internal controls
- Litigation support
