Senior Tax Manager

Strategic Employment Partners (SEP); Santa Barbara (CA); Híbrido; USD 185.000 - 235.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

CPE allowance

License reimbursement

401(k) with company match

Relocation assistance may be available

Health, dental, and vision

Descripción de la vacante

Strategic Employment Partners in Santa Barbara, CA, is seeking a Senior Tax Manager to act as the senior technical reviewer and signer for complex returns. In-office role with occasional remote days, focusing on high-quality review across individuals, entity returns, and trusts/estates.

The successful candidate will mentor junior staff, lead technical discussions, and maintain strong client relationships with in-person meetings. Local availability is essential.

Formación

• 12+ years of public accounting and tax experience with deep review and signing experience.
• Strong technical depth across individual and entity returns; trust and estate experience a plus.
• Technical go-to for staff with informal mentoring of junior preparers.
• Strong client communication skills and comfort meeting clients in person.
• Local to Santa Barbara or genuinely open to being in-office.

Responsabilidades

• Serve as senior technical reviewer and signer on the tax team.
• Review federal and state returns across individuals, partnerships, S-Corps, C-Corps, trusts and estates.
• Sign returns as part of the review process and address technical questions from staff.
• Be a familiar face for long-standing clients who prefer in-person meetings.
• Collaborate day-to-day with local team in Santa Barbara; participate in client sessions.

Conocimientos

Tax review depth

Mentoring staff

Client communication

In-person meetings

Local to Santa Barbara

Herramientas

CCH Axcess Tax

CCH Axcess Engagement

Descripción del empleo

Santa Barbara, CA | In-Office | $185,000 – $235,000 base + up to 10% discretionary bonus

A growing, integrated tax and wealth management firm is adding a Senior Tax Manager to its Santa Barbara office. The tax practice has deep local roots and long-standing client relationships, and the team has stayed remarkably stable through the firm’s recent growth. Clients get a more connected approach to their financial lives, and the tax team has broader resources than a standalone CPA firm.

The Role

You’ll be the senior technical reviewer and signer on the tax team. You’ll review federal and state returns across individual, partnership, S-Corp, C-Corp, trust, and estate filings, and sign returns as part of the review process. You’ll be the go-to resource when staff hit a technical question, and a familiar face for long-standing clients who still prefer to sit down in person. The firm values quality of work over billable-hour metrics.

This is an in-office position in Santa Barbara, with occasional remote days. The firm wants someone who is present and part of the day-to-day team.

What They’re Looking For

• 12+ years of public accounting and tax experience, with deep review and signing experience
• Strong technical depth across individual and entity returns, with trust and estate experience a plus
• A technical go-to for staff, with informal mentoring of junior preparers
• Strong client communication skills, and comfort meeting clients in person
• Local to Santa Barbara or genuinely open to being in-office

Good to Have

• CCH Axcess Tax and Engagement experience (not required, since the firm cares most about tax knowledge and review depth)
• IRS audit or controversy experience

Compensation & Logistics

• $185,000 – $235,000 base, plus up to a 10% discretionary bonus based on company and individual performance
• CPE allowance and license reimbursement
• Medical, dental, and vision, plus a 401(k) with company match
• Relocation assistance may be available for the right candidate outside the area