Senior Tax Leader — Multistate Advisory Firm

Thoerner & Toma; Newport Beach (CA); On-site; USD 150,000 - 180,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Bonus based on performance

Competitive salary

Dental insurance

Employee discounts

Health insurance

Relocation bonus

Vision insurance

Job summary

Accudata & Co. in California seeks an experienced Senior Tax Manager to join our leadership team.

You will lead and review complex individual, corporate, fiduciary, and multi-state tax returns, supervise staff, and ensure compliance with federal and state regulations while mentoring junior colleagues. This role requires strong technical skills, client communication, and the ability to manage multiple priorities during peak season.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field.
• Active CPA license required.
• Master's in Taxation a plus.
• Minimum 5+ years of public accounting experience.
• Tax manager experience.
• Strong technical and analytical skills in federal and California state tax compliance.
• Proficiency in QuickBooks, Excel, Word, and tax software (Lacerte a plus).
• Excellent communication, organizational, and interpersonal skills.
• Detail-oriented with the ability to manage multiple priorities.
• Team player with a positive attitude and high ethical standards.
• Ability to work extended hours during peak tax seasons.

Responsibilities

• Technical review of individual, corporate, fiduciary, partnership, and multi-state tax returns.
• Manage and supervise tax staff and senior associates; provide mentorship and performance feedback.
• Research complex tax issues and provide actionable guidance to clients.
• Prepare tax projections and develop tax planning strategies.
• Review tax information supplied by clients; communicate directly with clients to address questions and deliver recommendations.
• Oversee engagement workflows and ensure timely, accurate completion of all deliverables.
• Interact closely with clients to provide innovative tax planning, consulting, and compliance expertise.
• Collaborate with partners on client management, practice development, and business development activities.
• Assist with financial statement compilations as needed.

Skills

Communication

Teamwork

Detail oriented

Time management

Education

Bachelor's degree in Accounting or Finance

CPA license

Master's in Taxation

Tools

QuickBooks

Excel

Word

Lacerte

Job description

Accudata & Co. in California seeks an experienced Senior Tax Manager to join our leadership team.

You will lead and review complex individual, corporate, fiduciary, and multi-state tax returns, supervise staff, and ensure compliance with federal and state regulations while mentoring junior colleagues. This role requires strong technical skills, client communication, and the ability to manage multiple priorities during peak season.