Senior Tax Manager – Partner Track (Thousand Oaks, CA)

Whitman Advisory Job Community; Thousand Oaks (CA); On-site; USD 100,000 - 150,000; Full time

Benefits offered by this job

Competitive salary

Performance bonus

401(k)

Healthcare

PTO

Ongoing education and CPA-related support

Job summary

A leading CPA firm in Thousand Oaks, CA, is seeking a Senior Tax Manager to lead client engagements and contribute to the growth of the California practice. This role requires an active CPA license and 8–12 years of progressive public accounting experience, focusing on complex tax work and business development. Candidates will enjoy a competitive salary, performance bonuses, and a direct path to Partner within the firm. Join a collaborative culture emphasizing integrity, innovation, and long-term growth.

Qualifications

• Active CPA license required.
• 8–12 years of progressive public accounting with deep tax expertise.
• Proven success in client relationship management and business development.

Responsibilities

• Manage and review complex tax engagements for clients.
• Deliver strategic tax planning for closely held businesses.
• Identify and pursue new business opportunities.

Skills

Client relationship management

Business development

Federal and state tax law

Leadership

Project management

Communication

Education

Active CPA license

8–12 years of public accounting experience

Job description

Senior Tax Manager – Partner Track (Thousand Oaks, CA)

Location: Thousand Oaks, California (Greater Los Angeles Area) Reports To: Managing Partner

About the Firm
We are a family‑office‑backed network of established CPA firms across the U.S. built on a national platform designed for long‑term growth and innovation. We combine the stability of traditional public accounting with the energy and upside of a modern, growth‑focused firm.

Position Summary
We are seeking a Senior Tax Manager to lead client engagements, strengthen relationships, and actively support the growth of our California practice. This is a leadership‑track position ideal for a technically strong tax professional who enjoys complex tax work, mentoring, and business development and is interested in building something larger than themselves. The role offers a direct path to Partner within a national platform that rewards initiative, collaboration, and long‑term contribution.

Key Responsibilities

• Provide technical leadership: Manage and review complex business, partnership, and individual tax engagements, ensuring high‑quality, compliant deliverables.
• Advise proactively: Deliver strategic tax planning and structuring guidance for closely held businesses, partnerships, and high‑net‑worth clients.
• Develop new business: Identify and pursue opportunities with existing and prospective clients; network within the community and industry groups to expand visibility and the client base.
• Strengthen relationships: Serve as a trusted advisor, building deep, long‑term client relationships based on expertise, responsiveness, and results.
• Lead and mentor: Supervise, coach, and develop managers, seniors, and staff, fostering both technical excellence and leadership readiness.
• Collaborate strategically: Partner with firm leadership to execute regional growth plans, expand service offerings, and enhance profitability.
• Innovate and improve: Contribute to process efficiency, technology integration, and the advancement of firm best practices.
• Engage nationally: Work with colleagues across the firm’s network to support multi‑location clients and platform‑wide initiatives.
• Support advisory work: Assist clients with transactions, entity restructuring, and multi‑state compliance as advisory services expand.

Qualifications

• Active CPA license required.
• 8–12 years of progressive public accounting experience with deep expertise in taxation.
• Proven success in client relationship management and business development.
• Strong technical proficiency in federal and state tax law, including multi‑state experience.
• Excellent leadership, communication, and project management skills.
• Entrepreneurial mindset and enthusiasm for practice growth and long‑term equity‑like participation.

Why Join

• Competitive salary and performance bonus.
• Long‑term incentive plan tied to future firm growth.
• Ongoing education and CPA‑related support.
• 401(k), healthcare, and PTO.
• Collaborative, service‑first culture that values integrity, innovation, and growth.
• Direct path to Partner, with hands‑on mentorship and real upside tied to firm performance.

💬 Interested or know someone who fits? Let’s connect.