Senior Tax Manager

The Agency; Los Angeles (CA); A distancia; USD 120.000 - 170.000; Jornada completa

Descripción de la vacante

The Agency is seeking a Senior Tax Manager–level CPA to act as the firm’s first tax professional and build the tax function from the ground up. You will hands-on prepare and review federal/state returns, advise business owners and high-net-worth clients, and lead the development of tax processes while expanding the client base.

Fully remote; Southern California preferred but not required; local office access possible as needed.

Formación

• Active CPA certification required.
• 5+ years tax experience; 7–8+ preferred.
• Experience with individuals, partnerships, S-Corps, C-Corps.
• Client-facing/advisory experience.
• Hands-on tax preparation and review.
• Ability to work independently and own the tax function.

Responsabilidades

• Prepare and review federal and state tax returns.
• Handle individual, partnership, S-Corp, and C-Corp taxation.
• Provide tax compliance, planning, and advisory services.
• Work directly with business owners and high-net-worth individuals.
• Lead client meetings and provide year-round tax guidance.
• Partner with bookkeeping/accounting teams.
• Develop tax processes and workflows.
• Grow the tax client base through referrals.

Conocimientos

Client-facing/advisory

Independent/work-ownership

Entrepreneurial mindset

Self-directed

Educación

Active CPA

Descripción del empleo

• First/primary tax professional within an established accounting and advisory firm.
• Build the firm's tax function from the ground up.
• Initially responsible for essentially all tax work.
• Potential path to partnership/equity based on performance and growth of the tax practice.

Responsibilities

• Prepare and review federal and state tax returns.
• Individual, partnership, S-Corp, and C-Corp taxation.
• Tax compliance and tax planning/advisory.
• Work directly with business owners and high-net-worth individuals.
• Participate in ongoing/periodic client meetings and provide year-round tax guidance.
• Partner with the firm's bookkeeping, accounting, controller, and fractional CFO teams.
• Use existing clean/reconciled financial data for tax preparation and advisory.
• Develop tax processes and workflows.
• Help grow the firm's tax client base through existing relationships and referrals.
• Potential opportunity to bring an existing book of business.

Required

• Active CPA.
• Minimum 5 years of tax experience; 7–8+ preferred.
• Experience with:
• Individuals
• Partnerships
• S-Corps
• C-Corps
• Client-facing/advisory experience.
• Comfortable with hands-on preparation and review.
• Able to work independently and take ownership of the tax function.

Preferred

• High-net-worth individual experience.
• Existing client relationships/book of business.
• Entrepreneurial or small-firm background.
• Experience building or developing a tax practice.
• Interest in eventual leadership/equity opportunity.

Candidate Profile

Looking for a Senior Tax Manager-level CPA who can function independently as the firm's tax department initially, combining hands-on compliance with client advisory work and eventually building a team.

Key personality/fit

entrepreneurial, consultative, client-facing, self-directed, and willing to build something from scratch.

Role Structure

• Fully remote.
• Southern California preferred but not required.
• Local candidate could periodically use the office.
• Initial client base already exists; approximately 8–10 clients could transition to the tax practice relatively quickly.
• Long-term goal is to build a full tax department.