Tax Manager

Jobot; Irvine (CA); Hybrid; USD 120,000 - 150,000; Full time

Benefits offered by this job

Health Insurance

401(k) with employer matching

Paid Time Off

Professional Development

Flexible Work Arrangements

Job summary

Jobot, a well-established public accounting firm in Irvine, CA, seeks a Senior Tax Associate specializing in trusts, estates, and high-net-worth individuals. You will prepare and review complex returns, advise on planning strategies, and mentor junior staff while supporting client relationships.

Applicants should have 5-7 years of public accounting tax experience, EA certification, strong communication, and the ability to work independently.

Qualifications

• 5-7 years of relevant experience in public accounting or tax work.
• Enrolled Agent (EA) required; CPA preferred.
• Strong written and verbal communication skills.

Responsibilities

• Prepare and review complex individual, trust, estate, and gift tax returns
• Assist in preparing multi-state and international individual tax filings
• Support year-end tax planning and quarterly estimate processes for high-net-worth clients
• Respond to IRS, FTB, and other tax authority inquiries and assist in managing audits
• Conduct tax research and contribute to internal training and development initiatives
• Provide guidance and oversight to interns and staff, fostering a culture of collaboration and communication
• Communicate with managers and partners regarding project updates and client needs
• Manage workload to meet internal deadlines and statutory filing requirements
• Continuously expand knowledge of federal, state, and local tax codes and best practices

Skills

Strong written and verbal comms

Highly organized

Ability to work independently

Education

Enrolled Agent (EA) certification

CPA preferred

Tools

QuickBooks

CCH ProSystem Engagement

CCH Axcess

Job description

Job Details

Well Establish Public Accounting Firm in Irvine, CA

Salary: $120,000 - $150,000 per year

A bit about us

We are a well-established public accounting firm that has been serving individuals, families, and businesses across California for decades. With a client-first approach and a strong emphasis on technical excellence, we pride ourselves on delivering personalized financial and tax solutions with integrity and professionalism. Our team is collaborative, detail-oriented, and committed to ongoing learning and development in an ever-changing tax landscape.

Position Summary

We are seeking a Senior Tax Associate with specialized experience in trusts, estates, and high-net-worth individuals. This role offers the opportunity to work on complex tax engagements, contribute to planning strategies, and support client relationships while mentoring junior staff.

Why join us?

• Health Insurance: Medical, dental, and vision coverage.
• Retirement Plans: 401(k) plans with employer matching contributions.
• Paid Time Off: Generous vacation policies, paid holidays, and sick leave.
• Professional Development: Support for continuing education, credentialing, and professional memberships.
• Flexible Work Arrangements: Options for remote work and flexible scheduling.

Key Responsibilities

• Prepare and review complex individual, trust, estate, and gift tax returns
• Assist in preparing multi-state and international individual tax filings
• Support year-end tax planning and quarterly estimate processes for high-net-worth clients

Respond to IRS, FTB, and other tax authority inquiries and assist in managing audits

• Conduct tax research and contribute to internal training and development initiatives
• Provide guidance and oversight to interns and staff, fostering a culture of collaboration and communication
• Communicate with managers and partners regarding project updates and client needs
• Manage workload to meet internal deadlines and statutory filing requirements
• Continuously expand knowledge of federal, state, and local tax codes and best practices

Qualifications

• 5-7 years of relevant experience in public accounting or a combination of public accounting and high-net-worth individual/wealth management tax work
• Enrolled Agent (EA) required; CPA preferred
• Strong written and verbal communication skills
• Highly organized, detail-oriented, and capable of managing multiple priorities
• Ability to work independently and with minimal supervision
• Proficient in Microsoft Office Suite, especially Excel, Word, and Outlook
• Experience with accounting software such as QuickBooks, CCH ProSystem Engagement, and CCH Axcess suite is a plus

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.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.