Jr. Tax Manager

Ledgent Finance & Accounting; San Diego (CA); On-site; USD 130,000 - 150,000; Full time

Benefits offered by this job

Bonus opportunities

Health benefits

Paid time off

Retirement plan

Education and development support

Team-oriented culture

Growth opportunities

Job summary

Ledgent Finance & Accounting is seeking a Jr. Tax Manager (EA) in the North San Diego County area. The role focuses on preparing and reviewing federal and California tax returns for individuals and entities, while providing proactive tax planning and guidance to clients.

You will mentor staff, manage client relationships, and collaborate on tax planning strategies and process improvements within a CPA environment.

Qualifications

• Active Enrolled Agent (EA) credential preferred.
• 4–6 years of public accounting tax experience.
• Strong knowledge of federal and California tax regulations.
• Experience with tax planning, projections, estimates, and advisory services.
• Experience working with partnerships and S corporations.
• Experience reviewing tax returns and mentoring staff.
• Familiarity with tax software and practice management tools.
• Excellent communication, organizational, and client-relations skills.

Responsibilities

• Prepare and review individual, partnership, S corp, C corp, trust, and fiduciary returns.
• Meet with clients to discuss tax planning opportunities and guidance.
• Prepare tax estimates, projections, and multi-year planning analyses.
• Advise on pass-through entity taxation and PTET planning strategies.
• Review work by staff and provide mentorship and training.
• Research and resolve complex federal/state tax issues.
• Manage client relationships ensuring timely, accurate deliverables.
• Utilize tax software and practice management systems to oversee workflow.
• Assist with process improvements and best-practice initiatives.
• Collaborate with firm leadership to support growth and client success.

Skills

Enrolled Agent (EA) preferred

Public accounting tax experience

Tax planning & projections

Communication skills

Multitasking & organization

Education

Enrolled Agent credential (EA)

Tools

Tax software

Practice management systems

Job description

Jr. Tax Manager (EA)

North San Diego County, CA

$130,000-$150,000 annually, depending on experience, credentials, and qualifications

Responsibilities

• Prepare and review individual, partnership, S corporation, C corporation, trust, and fiduciary tax returns
• Meet with clients throughout the year to discuss tax planning opportunities and provide proactive tax guidance
• Prepare tax estimates, projections, and multi-year tax planning analyses
• Advise clients on pass-through entity taxation, including S corporations, partnerships, and PTET planning strategies
• Review work prepared by staff and provide mentorship, technical guidance, and training
• Research and resolve complex federal and state tax issues
• Manage client relationships while ensuring timely, accurate, and high-quality deliverables
• Utilize industry-standard tax software and practice management systems to oversee workflow, tax preparation, and client communication
• Assist with process improvements, workflow efficiencies, and best-practice initiatives
• Collaborate with firm leadership and team members to support continued growth and client success

Qualifications

• Active Enrolled Agent (EA) credential preferred
• 4-6 years of public accounting tax experience
• Strong technical knowledge of federal and California tax regulations
• Experience with tax planning, projections, estimates, and advisory services
• Experience working with partnerships, S corporations, and other pass-through entities
• Prior experience reviewing tax returns and providing oversight to junior staff
• Familiarity with tax preparation and practice management software
• Excellent communication, organizational, and client relationship skills
• Strong attention to detail and ability to manage multiple priorities and deadlines

Compensation & Benefits

• Competitive base salary: $130,000-$150,000
• Performance-based bonus opportunities
• Comprehensive health benefits
• Paid time off and company holidays
• Retirement savings plan
• Continuing education and professional development support
• Collaborative and team-oriented work environment
• Long-term growth and leadership opportunities

EEO Statement

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, Los Angeles County Fair Chance Ordinance, and San Francisco Fair Chance Ordinance.