Senior Tax Manager

Vaco; San Diego (CA); Hybrid; USD 150,000 - 200,000; Full time

Benefits offered by this job

Discretionary bonus

Medical insurance

Dental plan

Vision plan

401(k) retirement plan

Job summary

Boutique CPA Firm in San Diego seeks a Senior Tax Manager to lead tax engagements for individuals and businesses, delivering compliance and advisory services with a client-focused approach.

The role requires managing complex engagements, mentoring staff, and leveraging technology to drive efficiencies, with a compensation range of $150,000–$200,000 plus discretionary bonus.

Qualifications

• Active CPA license is required.
• 8+ years of public accounting tax experience.
• Experience with individual, partnership, S-corporation, and corporate tax returns.
• Strong knowledge of complex tax matters and multi-state filings.
• Ability to independently manage client relationships and engagements.
• Excellent communication and problem-solving skills.

Responsibilities

• Manage a portfolio of individual and business tax clients from planning through filing.
• Prepare and review federal and multi-state tax returns.
• Advise clients on tax planning, business transactions, and wealth preservation strategies.
• Research technical tax matters and develop practical solutions.
• Identify tax planning opportunities and provide proactive recommendations.
• Build and maintain strong client relationships through consultative service.
• Support process improvements, technology initiatives, and operational efficiencies.
• Mentor and develop junior team members.

Skills

Client relationship management

Tax planning

Communication

Research tax matters

Mentoring staff

Process improvement

Education

Active CPA license

Job description

Senior Tax Manager

Company: Boutique CPA Firm

Compensation: $150,000 - $200,000 + discretionary bonus

Location: Hybrid / Remote (San Diego, CA)

Overview

A boutique CPA firm is seeking an experienced tax professional to join its growing practice. This opportunity is ideal for someone who enjoys working directly with business owners and high-net-worth individuals, providing both tax compliance and strategic advisory services. The ideal candidate brings strong technical tax expertise, a client-service mindset, and the ability to independently manage complex engagements while contributing to the growth of the practice.

Key Responsibilities

• Manage a portfolio of individual and business tax clients from planning through filing
• Prepare and review federal and multi-state tax returns
• Advise clients on tax planning, business transactions, and wealth preservation strategies
• Research technical tax matters and develop practical solutions
• Identify tax planning opportunities and provide proactive recommendations
• Build and maintain strong client relationships through consultative service
• Support process improvements, technology initiatives, and operational efficiencies
• Mentor and develop junior team members

Minimum Qualifications

• Active CPA license required
• 8+ years of public accounting tax experience
• Experience with individual, partnership, S-corporation, and corporate tax returns
• Strong knowledge of complex tax matters and multi-state filings
• Ability to independently manage client relationships and engagements
• Excellent communication and problem-solving skills

Preferred Qualifications

• Experience working with closely held businesses and high-net-worth clients
• Exposure to estate, trust, or wealth transfer planning
• Tax advisory and strategic planning experience
• Experience mentoring or reviewing staff work
• Interest in technology, automation, and process improvement

Benefits

• The individual may also be eligible for discretionary bonuses, and can participate in medical, dental, and vision benefits as well as the company’s 401(k) retirement plan.