Senior Tax Manager - Lead Engagements & Growth | Hybrid

Alliance Resource Group; Vista (CA); Hybrid; USD 120,000 - 180,000; Full time

Benefits offered by this job

Hybrid schedule

Job summary

Alliance Resource Group, a rapidly growing boutique CPA firm in the San Diego area, is seeking a Senior Tax Manager to lead complex tax engagements, manage client relationships, and mentor staff.

You will review partnership, S‑corp, trust, estate, and individual returns; provide guidance on planning opportunities; oversee K‑1 reporting and allocations; and help scale the practice with process improvements.

Qualifications

• CPA required.
• Approximately 6–8 years of public‑accounting tax experience.
• Strong background in partnership and individual taxation.
• Experience managing client relationships and leading engagements.

Responsibilities

• Manage tax compliance, planning, and consulting engagements for closely held businesses and high‑net‑worth clients.
• Serve as a primary client contact and lead communication around tax issues, planning opportunities, and engagement status.
• Review complex partnership, S‑corporation, individual, trust, estate, and gift tax returns.
• Provide clear written and verbal feedback to preparers.
• Identify federal, state, and local tax issues and recommend practical solutions.
• Oversee Schedule K‑1 reporting, partner basis schedules, and complex allocation matters.
• Support real estate and construction clients with depreciation, cost segregation, capital improvements, and Section 1031 exchanges.
• Manage engagement timelines, budgets, staffing, and deliverables.
• Mentor and develop senior associates and staff.
• Help improve internal processes, workflows, and technology as the practice scales.

Skills

CPA

Client management

Engagement leadership

Staff development

Partnership taxation

Individual taxation

Education

CPA certification

Job description

Alliance Resource Group, a rapidly growing boutique CPA firm in the San Diego area, is seeking a Senior Tax Manager to lead complex tax engagements, manage client relationships, and mentor staff.

You will review partnership, S‑corp, trust, estate, and individual returns; provide guidance on planning opportunities; oversee K‑1 reporting and allocations; and help scale the practice with process improvements.