Senior Tax Manager – Partner Track

Orion Placement; Westlake Village (CA); On-site; USD 180,000 - 200,000; Full time

Benefits offered by this job

401(k)

Health insurance

Paid time off

Vision insurance

Staff bonuses

Overtime pay

Job summary

Confidential Employer in Westlake Village, CA seeks a senior tax leader to run day-to-day tax practice operations, oversee complex returns, and mentor a tax team. This on-site role offers a clear path toward partnership and close collaboration with firm leadership.

Requirements include a CPA license with 8+ years in public accounting tax; 10+ years preferred. CPA-led role with focus on client relationships, staff development, and growth opportunities.

Qualifications

• Active CPA license required.
• 8+ years of public accounting tax experience; 10+ years preferred.
• Experience supervising and mentoring tax professionals.
• Experience managing client relationships and tax engagements.
• Background with a midsize or regional CPA firm preferred.

Responsibilities

• Lead day-to-day tax practice operations, including workflow, deadlines, quality control, and final review.
• Oversee complex individual and business tax returns, ensuring technical accuracy and compliance.
• Manage, mentor, and develop tax professionals through effective delegation, coaching, and review.
• Build and strengthen client relationships while providing strategic tax guidance.
• Partner with firm leadership to improve operations, expand client relationships, and support practice growth.
• Introduce modern tax preparation technology, automation, and workflow improvements.
• Take on increasing leadership responsibilities as you progress toward potential partnership.

Skills

Leadership

Mentoring

Client relations

Communication

Strategic thinking

Education

Active CPA license

Tools

Lacerte

Job description

Pay: $180,000.00 - $200,000.00 per year

Why This Is a Great Opportunity

• Step into a high-impact tax leadership role with a genuine path toward partnership.
• Help shape the future of an established CPA practice with a loyal client base.
• Lead and mentor a talented tax team while taking ownership of key client relationships.
• Enjoy the personal culture of a boutique firm backed by resources for continued growth.
• Benefit from staff bonuses, paid busy-season overtime, healthcare, 401(k), and PTO.
• Work with modern tax technology and innovative tools that make your work more efficient.

Location: Westlake Village, CA – Fully on-site. Join a collaborative office where you'll work directly with firm leadership and play an important role in the practice's future.

Note: An active CPA license and extensive public accounting tax experience are required. This opportunity is ideal for an established tax leader who is ready for greater responsibility and interested in a long-term path toward partnership.

About Us

Confidential Employer.We are an established CPA firm with decades of trusted client relationships and a strong reputation for personalized service. Combining the supportive culture of a boutique practice with the resources of a growing accounting organization, we are investing in talented leaders, modern technology, and our next generation of firm leadership.

Job Description

• Lead day-to-day tax practice operations, including workflow, deadlines, quality control, and final review.
• Oversee complex individual and business tax returns, ensuring technical accuracy and compliance.
• Manage, mentor, and develop tax professionals through effective delegation, coaching, and review.
• Build and strengthen client relationships while providing strategic tax guidance.
• Partner with firm leadership to improve operations, expand client relationships, and support practice growth.
• Introduce modern tax preparation technology, automation, and workflow improvements.
• Take on increasing leadership responsibilities as you progress toward potential partnership.

Qualifications

• Active CPA license required.
• 8+ years of public accounting tax experience; 10+ years strongly preferred.
• Strong technical expertise reviewing complex individual and business tax returns.
• Proven experience supervising, mentoring, and developing tax professionals.
• Experience independently managing client relationships and tax engagements.
• Background with a midsize or regional CPA firm preferred.
• Experience with Lacerte or similar tax preparation software preferred.
• Strong leadership, communication, and organizational skills.
• Interest in practice growth, leadership development, and future partnership.

Why You Will Love Working Here

This is more than another tax management position. It's an opportunity to build your legacy, influence the direction of a respected practice, and grow into a meaningful leadership position. You'll have the support, autonomy, and resources to make a lasting impact while working alongside people who value your expertise and contributions.

JPC-2785

Benefits:

• 401(k)
• Health insurance
• Paid time off
• Vision insurance