Managing Director- Tax Services

TrueSeek; San Diego (CA); On-site; USD 180,000 - 280,000; Full time

Job summary

TrueSeek, LLC in San Diego, CA, is seeking an experienced Commercial Tax Services Managing Director to lead engagement teams across partnership, S corp, C corp and real estate tax engagements.

You will mentor staff, drive business development, and serve as the primary client contact while ensuring high-quality consulting, planning and compliance services in a fast-paced, client-focused environment.

Qualifications

• CPA, JD or EA license required; Master’s in Taxation or LLM preferred
• 10+ years of public accounting experience including 5+ years of supervisory experience, with Top 25 firm experience and IRS and state agency representation preferred
• Strong organizational communication and time management skills in a fast-paced high-volume environment
• Proficiency with CCH Axcess, SurePrep, BNA Income Tax Planner, CCH AnswerConnect, RIA Checkpoint, XCM and Microsoft Office

Responsibilities

• Lead engagement teams and serve as the primary client contact, managing all aspects of client accounts while expanding the client base through business development
• Provide consulting, planning and compliance services across partnerships, S corporations and C corporations, including real estate partnership matters such as Section 1031 exchanges, real property trade or business elections, Section 163(j) and state-specific issues
• Perform top-side and detail reviews of tax returns, workpapers and projections, and research and document tax issues with accuracy and efficiency
• Mentor, train and supervise staff, take part in industry organizations and stay current on new tax laws and business trends affecting clients

Skills

Leadership

Client relationship management

Mentoring staff

Time management

Education

CPA or JD or EA license

Master’s in Taxation or LLM preferred

Tools

CCH Axcess

SurePrep

BNA Income Tax Planner

CCH AnswerConnect

RIA Checkpoint

XCM

Microsoft Office

Job description

Based in San Diego, CA, we are a well-established national accounting and advisory firm known for its client-focused approach collaborative culture and commitment to delivering practical results. The San Diego tax department is expanding and seeking an experienced Commercial Tax Services Managing Director to join a growing team handling sophisticated partnership, S corporation, C corporation and real estate tax engagements. This role is ideal for a seasoned tax leader who values client relationships, business development and long-term professional stability within a supportive firm environment.

Responsibilities

• Lead engagement teams and serve as the primary client contact, managing all aspects of client accounts while expanding the client base through business development
• Provide consulting, planning and compliance services across partnerships, S corporations and C corporations, including real estate partnership matters such as Section 1031 exchanges, real property trade or business elections, Section 163(j) and state-specific issues
• Perform top-side and detail reviews of tax returns, workpapers and projections, and research and document tax issues with accuracy and efficiency
• Mentor, train and supervise staff, take part in industry organizations and stay current on new tax laws and business trends affecting clients

Qualifications

• CPA, JD or EA license required (Master’s in Taxation or LLM preferred)
• 10+ years of public accounting experience including 5+ years of supervisory experience, with Top 25 firm experience and IRS and state agency representation experience preferred
• Strong organizational communication and time management skills with the ability to thrive in a fast-paced high-volume environment
• Proficiency with CCH Axcess, SurePrep, BNA Income Tax Planner, CCH AnswerConnect, RIA Checkpoint, XCM and Microsoft Office

Join Us

This is an excellent opportunity for an experienced tax leader seeking a senior leadership role, work-life balance, mentorship and long-term stability.