Tax Manager

Distinct | North America; Huntington Beach (CA); On-site; USD 122,000 - 149,000; Full time

Job summary

Distinct | North America in Huntington Beach seeks a Tax Manager to oversee tax planning, compliance, and valuation work for owner-managed clients. You’ll handle returns for individuals, businesses, and trusts, while guiding owners through year-round planning and succession considerations. Experience with IRS representation and close collaboration with the client is essential.

The firm emphasizes direct client interaction, a smaller team structure, and a busy season with variable hours.

Qualifications

• CPA or EA designation.
• Public accounting experience with closely held businesses.
• Comfortable talking to owners about more than their return.

Responsibilities

• Review and prep across individual, business and trust returns.
• Planning with owners through the year.
• Valuation and succession work alongside the tax.
• Representation when a client gets a notice.

Education

CPA or EA

Job description

The clients who need you most are the ones with no idea what their business is worth, or who's going to run it when they stop.

That's a fair slice of this job. Tax manager at a Huntington Beach firm where the work runs from compliance and planning into valuations, succession and sorting out IRS trouble. $122k to $149k. Nobody's given me days at home on this one, so ask.

Why this firm:

• $122k to $149k


• The work goes past returns, into valuations, succession planning and representation


• Owner managed clients, so you deal with the person whose money it is


• Under 25 people, so nothing gets passed up a chain


• Busy season is busy season, and nobody's promised me a number on hours

What you'll be doing:

• Review and prep across individual, business and trust returns


• Planning with owners through the year


• Valuation and succession work alongside the tax


• Representation when a client gets a notice

What you'll have:

• CPA or EA


• Public accounting experience with closely held businesses


• Comfortable talking to owners about more than their return