Remote Tax Manager

Locked In Talent; Irvine (CA); Remote; USD 130,000 - 180,000; Full time

Job summary

Locked In Talent, Irvine-based accounting firm, seeks a Tax Manager to lead a diverse client portfolio, deliver strategic tax services, and guide a team of professionals. Responsibilities include reviewing complex returns, tax research, IRS notices, and ensuring timely billing.

You’ll drive business development, coach staff, and foster client relationships while contributing to industry education and hiring efforts. A strong technical background and leadership are essential.

Qualifications

• Bachelor’s degree in Accounting, Taxation, Finance, or related field (Master’s preferred).
• 5–7+ years of public accounting tax experience with rising responsibility.
• Proficiency in Microsoft Office Suite, CCH Access, SurePrep, BNA Tax Planner, and QBO.
• Knowledge of Practice CS and Power BI preferred.

Responsibilities

• Reviewing complex tax returns for individuals, businesses, estates, and trusts.
• Conducting tax research and resolving unusual tax matters.
• Responding to IRS notices and advising clients on tax strategies.
• Managing multiple clients, budgets, and production goals.
• Supporting business development through prospect meetings, proposals, and fee quotes.
• Identifying opportunities to expand services and improve client experiences.
• Participating in professional organizations, conferences, and client education workshops.
• Leading in-house training and contributing at least two articles/blogs per year.
• Recruiting and building relationships with potential hires.
• Entering time and expenses promptly to ensure efficient billing.

Skills

Leadership

Client relationship management

Time management

Tax expertise

Education

Bachelor’s degree in Accounting, Taxation, Finance, or related field

Tools

Microsoft Office Suite

CCH Access

SurePrep

BNA Tax Planner

QBO

Practice CS

Power BI

Job description

At our firm, everyone’s voice matters. We’re one of the largest regional accounting firms headquartered in Orange County, California, providing trusted guidance, support, and solutions to businesses, government agencies, and non-profits. Our success is built on the strength of our talented team, our diverse and inclusive culture, and our commitment to developing people at every stage of their careers. Here, you’ll find an environment that motivates you to grow—both personally and professionally.

What You’ll Do

As a Tax Manager, you’ll work with a diverse client portfolio, providing strategic tax services and leading a team of professionals. Your responsibilities will include:

• Reviewing complex tax returns for individuals, businesses, estates, and trusts
• Conducting tax research and resolving unusual tax matters
• Responding to IRS notices and advising clients on tax strategies
• Managing multiple clients, budgets, and production goals
• Supporting business development through prospect meetings, proposals, and fee quotes
• Identifying opportunities to expand services and improve client experiences
• Participating in professional organizations, conferences, and client education workshops
• Leading in-house training and contributing at least two articles/blogs per year
• Recruiting and building relationships with potential hires
• Entering time and expenses promptly to ensure efficient billing

Supervisory Responsibilities

• Minimum of two years in a supervisory role
• Managing staff performance, deadlines, budgets, and quality standards
• Coaching, training, and developing staff at all levels
• Conducting performance reviews and evaluations
• Planning and organizing multiple projects simultaneously

Preferred Qualifications

• Bachelor’s degree in Accounting, Taxation, Finance, or related field (Master’s preferred)
• 5–7+ years of public accounting tax experience with a track record of increasing responsibility
• Proficiency in Microsoft Office Suite, CCH Access, SurePrep, BNA Tax Planner, and QBO
• Knowledge of Practice CS and Power BI preferred

Why Join Us?

We offer competitive compensation, a comprehensive benefits package, and a collaborative, team-oriented culture. Our flexible, remote work environment allows you to balance personal commitments while delivering outstanding service to our clients.