Tax Manager

AppleOne; Goleta (CA); On-site; USD 75,000 - 100,000; Full time

Job summary

AppleOne Employment Services is seeking an experienced Tax Manager for a direct hire opportunity in Santa Ynez, CA. You will lead complex tax engagements, review returns, and advise on planning opportunities while mentoring staff in a collaborative, high-quality environment.

The role focuses on managing federal, state, and local tax compliance for a diverse client base, strengthening client relationships, and driving process improvements during peak tax seasons.

Qualifications

• 6 to 10 years of experience in tax accounting, public accounting, or a related tax-focused role.
• Strong knowledge of federal and state tax regulations, compliance requirements, and tax planning concepts.
• Experience preparing and reviewing complex tax returns for individuals and business entities.
• Ability to manage multiple engagements, deadlines, and client priorities with strong attention to detail.
• Proven ability to lead teams, develop staff, and collaborate effectively with partners, managers, and clients.

Responsibilities

• Manage and review federal, state, and local tax returns for individuals, partnerships, corporations, trusts, and other entities.
• Lead tax planning and compliance engagements while identifying opportunities to improve client tax positions.
• Research complex tax issues and communicate findings clearly to clients and internal team members.
• Supervise, train, and mentor tax staff while reviewing work for accuracy, completeness, and compliance.
• Build and maintain strong client relationships through proactive communication and responsive service.
• Support workflow planning, deadline management, and process improvement initiatives during peak tax seasons.

Skills

Tax accounting

Public accounting

Lead and mentor staff

Client communication

Attention to detail

Education

CPA license or CPA eligibility

Master's degree in Taxation, Accounting, Finance

Job description

Job Summary

We are seeking an experienced Tax Manager for a direct hire opportunity in Santa Ynez, CA. This role is ideal for a tax accounting professional who is ready to lead complex tax engagements, support client relationships, and contribute to a high-performing accounting and auditing services environment. The Tax Manager will play a key role in reviewing tax work, advising on tax planning opportunities, mentoring staff, and ensuring accurate, timely compliance for a diverse client base. This is a strong opportunity for someone who enjoys technical tax work, values collaboration, and wants to grow within a professional setting that emphasizes supportive leadership, teamwork, quality service, and long-term career development.

Key Responsibilities

• Manage and review federal, state, and local tax returns for individuals, partnerships, corporations, trusts, and other entities.
• Lead tax planning and compliance engagements while identifying opportunities to improve client tax positions.
• Research complex tax issues and communicate findings clearly to clients and internal team members.
• Supervise, train, and mentor tax staff while reviewing work for accuracy, completeness, and compliance.
• Build and maintain strong client relationships through proactive communication and responsive service.
• Support workflow planning, deadline management, and process improvement initiatives during peak tax seasons.

Compensation and Benefits

• Salary range: $75,000 to $100,000 per year.
• Direct hire opportunity.
• For temporary assignments lasting 13 weeks or longer, AppleOne is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.

Required Qualifications and Skills

• Manage tax compliance and tax planning engagements for a diverse client portfolio.
• Review individual, business, and entity tax returns for accuracy and technical compliance.
• Lead tax research, client communication, and issue resolution.
• Mentor staff and support engagement workflow, deadlines, and quality standards.
• 6 to 10 years of experience in tax accounting, public accounting, or a related tax-focused role.
• Strong knowledge of federal and state tax regulations, compliance requirements, and tax planning concepts.
• Experience preparing and reviewing complex tax returns for individuals and business entities.
• Ability to manage multiple engagements, deadlines, and client priorities with strong attention to detail.
• Strong analytical, problem-solving, communication, and client service skills.
• Proven ability to lead teams, develop staff, and collaborate effectively with partners, managers, and clients.

Preferred Qualifications

• CPA license or CPA eligibility.
• Public accounting experience within an accounting and auditing services environment.
• Experience with tax software, research tools, and workflow management systems.
• Prior experience supervising tax associates or senior tax staff.
• Master’s degree in Taxation, Accounting, Finance, or a related field.

Equal Opportunity Employer / Disabled / Protected Veterans

• The Know Your Rights poster is available here: https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf
• The pay transparency policy is available here: https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf
• AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program. https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf
• We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.
• We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.