Tax Manager

Jobot; Beverly Hills (CA); Remote; USD 110,000 - 155,000; Full time

Benefits offered by this job

401(k) with match

Medical & dental benefits

Paid time off

Job summary

Jobot is seeking a Tax Manager in Beverly Hills, CA to lead engagements focusing on pass-through entities, partnerships, S-Corps, and multi-state LLCs for HNWI clients. You will own client relationships, guide engagements end-to-end, and mentor staff and seniors to develop their skills.

The role emphasizes hands-on project leadership, staff development, and delivering high-quality tax services with cross-state complexity and ongoing training opportunities.

Qualifications

• Active CPA license required.
• 5+ years public accounting with exposure to pass-through entities and closely held businesses.
• Experience supervising staff and seniors.
• Strong project management skills to run multiple engagements.
• Excellent written and verbal communication.
• Proficiency in Microsoft Word and Excel (intermediate to advanced).
• ProSystem fx Tax and Knowledge Coach experience a plus.

Responsibilities

• Review federal and multi-state tax returns for pass-through entities, closely held businesses, C-Corps, and individuals.
• Manage multiple client engagements, owning timelines and deliverables.
• Draft financial statements in accordance with GAAP.
• Serve as day-to-day client contact and proactively add client value.
• Keep partners informed of key developments and propose solutions.
• Provide on-the-job coaching and training to staff and seniors.
• Contribute to recruiting and staff development initiatives.
• Ensure compliance with deadlines and requirements.
• Independently research and apply accounting standards as needed.

Skills

Active CPA license

Public accounting

Project management

Staff development

Written & verbal communication

MS Word

MS Excel

Client communication

Tools

ProSystem fx Tax

Knowledge Coach

Job description

Job details

120 Person Firm | 90% Paid Benefits | Over Time at Staff & Senior Levels = GREAT TENURE!!

This Jobot Job is hosted by: Emily Bohanon

Salary: $110,000 - $155,000 per year

A bit about us

We are a full-service, independently owned CPA firm with approximately 100 professionals operating across 30+ states. While we're mid-sized by headcount, our client base is anything but: we regularly compete with Big 4 firms on complex engagements, and many of our senior team members have Big 4 backgrounds. They made the move to get the complexity without the grind. Our practice spans tax, audit & assurance, transaction services, and consulting, with deep expertise in business tax, particularly pass-through entities, closely held businesses, multi-state structures, and HNWI. We've been serving a broad range of outstanding clients for over 40 years, and we're growing quickly. Our team is fully distributed with professionals across the country.

Why join us

• Big firm work. Regional firm life.
• We work on the kind of complex, multi-layered engagements that typically require a Big 4 badge to access — pass-through entities, complex partnerships, S-Corps, multi-state LLCs, C-Corps, and HNWI.
• The difference is our workload and culture. Busy season runs 50-55 hours per week; total annual hours are approximately 2,300. That's it.
• Partners who are actually invested in you.
• Our partners are hands-on and genuinely committed to staff development. Advancement here is real, not a talking point — and you'll have direct access to the people who can make it happen.
• Compensation that reflects your value.

Compensation

• Base: $125,000 - $175,000 depending on experience
• Annual bonus: $10,000 - $35,000
• Work from home allowance: $3,600 - $6,000/year
• Overtime paid for hours over 40 at staff and senior levels — rare in public accounting and a major driver of our retention

Benefits

• Medical: 90% of employee premiums paid by the firm; 80% for dependents
• Dental, vision, long-term disability, and life insurance: 100% firm-paid for employees; vision covered for dependents
• HSA and Section 125 plans available
• 401(k) with 100% match up to 4% of compensation, plus discretionary profit-sharing contributions
• 4 weeks PTO for managers and above, plus standard holidays

Flexibility

• With a national team, we're set up for remote work. Core hours fall between 7am-6pm PST with 8 hours of overlap expected — flexible within that window.

Job Details

This is a generalist Tax Manager position with a focus on pass-through entities and closely held businesses — partnerships, S-Corps, multi-state LLCs, family-owned businesses, and HNWI. You'll own client relationships, lead engagements from start to finish, and play a meaningful role in developing the staff and seniors around you.

What you'll be doing

• Reviewing federal and multi-state tax returns prepared by staff and senior associates across pass-through entities, closely held businesses, C-Corps, and individual returns
• Managing multiple client engagements simultaneously — owning timelines, deliverables, and client communication
• Drafting financial statements in accordance with GAAP
• Serving as the day-to-day client contact; staying current on their business, industry, and needs to proactively add value
• Keeping partners informed of key developments; identifying issues and bringing solutions
• Providing on-the-job coaching and training to staff and seniors — this is a firm that takes development seriously, and so should you
• Contributing to recruiting, training program development, and internal professional development initiatives
• Ensuring compliance with all internal and external deadlines and requirements
• Independently researching and applying accounting standards as needed

What we're looking for

• Active CPA license required
• 5+ years of public accounting experience, with meaningful exposure to pass-through entities and closely held businesses (partnerships, S-Corps, family-owned, HNWI)
• Demonstrated experience supervising and developing staff and senior associates
• Strong project management skills - you can run multiple engagements without dropping the ball
• Excellent written and verbal communication; comfortable leading client conversations
• Intermediate to advanced proficiency in Microsoft Word and Excel
• ProSystem fx Tax, Tax Planning, and Knowledge Coach experience a plus
• A genuine interest in mentorship and a collaborative approach to practice management

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.