Senior Tax Leader — Path to Partnership

Orion Placement; Westlake Village (CA); On-site; USD 180,000 - 200,000; Full time

Benefits offered by this job

401(k)

Health insurance

Paid time off

Vision insurance

Staff bonuses

Overtime pay

Job summary

Confidential Employer in Westlake Village, CA seeks a senior tax leader to run day-to-day tax practice operations, oversee complex returns, and mentor a tax team. This on-site role offers a clear path toward partnership and close collaboration with firm leadership.

Requirements include a CPA license with 8+ years in public accounting tax; 10+ years preferred. CPA-led role with focus on client relationships, staff development, and growth opportunities.

Qualifications

• Active CPA license required.
• 8+ years of public accounting tax experience; 10+ years preferred.
• Experience supervising and mentoring tax professionals.
• Experience managing client relationships and tax engagements.
• Background with a midsize or regional CPA firm preferred.

Responsibilities

• Lead day-to-day tax practice operations, including workflow, deadlines, quality control, and final review.
• Oversee complex individual and business tax returns, ensuring technical accuracy and compliance.
• Manage, mentor, and develop tax professionals through effective delegation, coaching, and review.
• Build and strengthen client relationships while providing strategic tax guidance.
• Partner with firm leadership to improve operations, expand client relationships, and support practice growth.
• Introduce modern tax preparation technology, automation, and workflow improvements.
• Take on increasing leadership responsibilities as you progress toward potential partnership.

Skills

Leadership

Mentoring

Client relations

Communication

Strategic thinking

Education

Active CPA license

Tools

Lacerte

Job description

Confidential Employer in Westlake Village, CA seeks a senior tax leader to run day-to-day tax practice operations, oversee complex returns, and mentor a tax team. This on-site role offers a clear path toward partnership and close collaboration with firm leadership.

Requirements include a CPA license with 8+ years in public accounting tax; 10+ years preferred. CPA-led role with focus on client relationships, staff development, and growth opportunities.