Senior Tax Manager

Workforce Solutions, LLC; Brea (CA); Hybrid; USD 140,000 - 210,000; Full time

Benefits offered by this job

Ownership/partner path

Hybrid work

Benefits package

Leadership visibility

Client exposure

Job summary

Workforce Solutions partners with a respected CPA firm in Brea, CA, seeking a Senior Tax Manager to join their leadership team. This high‑visibility role offers a clear ownership/partner path for the right person and a hybrid work model.

You will lead a tax practice, manage closely held clients, oversee complex returns, and provide strategic planning focused on estate and wealth management while coordinating with offshore staff.

Qualifications

• 10–15+ years in public accounting with exposure to individuals, S corporations, C corporations, and trusts.
• Experience with closely held or family‑owned businesses preferred.
• Background in a larger firm with 5–10 years in similar client environments.
• Proven ability to manage client relationships and communicate complex tax matters clearly.
• Experience supervising teams, including remote or offshore staff.
• Active CPA required; Master’s in Taxation preferred.
• Desire to progress to ownership/partner role.

Responsibilities

• Manage a portfolio of closely held business clients and serve as their trusted tax advisor.
• Review and oversee complex tax returns including individuals, S corporations, C corporations, and trusts.
• Provide strategic tax planning and advisory services with a focus on estate planning and wealth management.
• Lead and supervise a tax team, including coordination with offshore staff.
• Make key decisions related to client strategy, tax positions, and team development.
• Build and maintain strong client relationships as the primary contact.
• Mentor and develop team members while ensuring high‑quality deliverables and deadlines.
• Support firm growth initiatives and contribute to long‑term leadership strategy.

Skills

Leadership

Client relationships

Tax planning

Complex returns

Decision making

Education

CPA

Master’s in Taxation

Job description

Workforce Solutions partners directly with leading small to mid‑sized CPA firms across the United States to connect them with top talent in the public accounting industry. If you are looking for a Senior Tax Manager role, we can connect you with a very respected firm that will match your desired goals!

We are partnering with a highly respected CPA firm in Brea, California (just south of Los Angeles) seeking an experienced Senior Tax Manager to join their team. This firm focuses heavily on family‑owned businesses, working closely with individual owners on complex tax, estate planning, and wealth management matters.

This is a highly visible, client‑facing leadership role with a clear path to ownership/partner for the right individual.

What's the role?

Senior Tax Managers provide strategic leadership within the tax practice while overseeing complex engagements and developing people and processes.

• Manage a portfolio of closely held business clients and serve as their trusted tax advisor
• Review and oversee complex tax returns including individuals, S corporations, C corporations, and trusts
• Provide strategic tax planning and advisory services with a focus on estate planning and wealth management considerations
• Lead and supervise a tax team, including coordination with offshore staff (India-based team members)
• Make key decisions related to client strategy, tax positions, and team development
• Build and maintain strong client relationships as the primary point of contact
• Mentor and develop team members while ensuring high‑quality deliverables and deadlines are met
• Support firm growth initiatives and contribute to long‑term leadership strategy

What experience and skills do I need?

• 10–15+ years of experience in public accounting, with strong exposure to:
  • Individual taxation
  • S corporations & C corporations
  • Trusts and estate‑related tax matter
• Experience working with closely held or family‑owned businesses is highly preferred
• Background in a larger public accounting firm with at least 5–10 years in similar client environments
• Proven ability to manage client relationships and communicate complex tax matters clearly
• Experience supervising and leading teams (including remote or offshore staff is a plus)
• Strong decision‑making skills with the ability to work independently and confidently
• Active CPA required; Master’s in Taxation or similar advanced degree preferred
• Desire and long‑term interest in progressing to a ownership/partner role

Work Environment & Location

• Based in Brea, CA (candidates must live within a reasonable commuting distance)
• Hybrid schedule with an expectation of 3–4 days per week in the office
• Collaborative, team‑oriented culture with strong leadership visibility

Great Perks and Benefits

• Competitive compensation aligned with experience and leadership level
• Clear path to partner/ownership opportunity
• Flexible hybrid work model
• Comprehensive benefits package (health, retirement, PTO)
• Opportunity to work closely with clients on impactful, high‑level tax strategy
• Stable, growing firm with a strong reputation in the market