Hybrid Tax Senior Manager - Path to Partner + 5% 401K

Meritas Advisory Group, LLC; Oxnard (CA); Hybrid; USD 150,000 - 230,000; Full time

Benefits offered by this job

Bonus potential

401(k) 5% employer match

Job summary

Meritas Advisory Group, LLC is seeking a Tax Senior Manager to join a well-established regional CPA firm. The role offers a hybrid in-office and home-based schedule, with potential for large bonuses and a 5% employer 401(k) contribution.

Based in California, the position provides a fast track to Partner and opportunities to lead complex tax matters. The candidate will supervise senior staff, review tax returns, manage examinations, and ensure timely client service.

Qualifications

• Seven to ten years' experience in public accounting, with progression in tax complexity.
• At least two years' experience representing clients before taxing authorities.
• Minimum one year experience supervising and directing work of tax preparers.
• Current CPA license; membership in good standing with AICPA preferred.

Responsibilities

• Performs technical tax review and approval of all tax returns and government examinations of any complexity.
• Serves as a subject matter expert in discipline or industry.
• Leads larger tax returns and delegates to tax preparers as needed.
• Maintains client relationships for assigned portfolios and with partners.
• Delegates and manages governmental tax examinations; may represent clients before authorities.
• Develops staff through recruitment, evaluations, and training aids.
• Ensures smooth flow of tax returns through the preparation system and timely delivery.
• Oversees billing and collection processes.
• Prepares reports and projects for partners.
• Researches tax software and recommends tools to partners.
• Participates in practice development through referrals, community and industry activities.

Skills

Tax knowledge

Tax software

Public accounting

Client service

Overtime

Education

Bachelor's degree in accounting

Master's degree in taxation preferred

Tools

Tax preparation software

Tax research software

Tax planning software

Job description

Meritas Advisory Group, LLC is seeking a Tax Senior Manager to join a well-established regional CPA firm. The role offers a hybrid in-office and home-based schedule, with potential for large bonuses and a 5% employer 401(k) contribution.

Based in California, the position provides a fast track to Partner and opportunities to lead complex tax matters. The candidate will supervise senior staff, review tax returns, manage examinations, and ensure timely client service.