Tax Manager

KTC Search; Irvine (CA); On-site; USD 100,000 - 140,000; Full time

Job summary

KTC Search is offering a direct hire opportunity for an experienced Tax Manager in Irvine, California. This role involves leading tax compliance, planning, and advisory services for a diverse client portfolio, including high-net-worth individuals and corporations.

The ideal candidate will manage complex tax returns, oversee multiple engagements, and mentor team members in a collaborative environment. A CPA license and a minimum of 5 years of experience in public accounting are required.

Qualifications

• Minimum of 5+ years of public accounting or related tax experience.
• Strong knowledge of federal and state tax regulations and compliance.
• Ability to manage multiple priorities and deadlines in a fast-paced environment.

Responsibilities

• Manage and review complex federal and state tax returns.
• Oversee multiple client engagements simultaneously.
• Serve as a trusted advisor to clients and identify tax-saving opportunities.

Skills

Leadership and mentoring

Analytical skills

Communication skills

Tax compliance knowledge

Project management

Education

Bachelor’s degree in Accounting or related field

Master’s degree in Taxation or Accounting

CPA license or licensed attorney designation

Tools

GoSystem

ProSystem fx Engagement

XCM

Job description

This is a direct hire opportunity for an experienced Tax Manager to lead tax compliance, planning, and advisory services for a diverse client portfolio, including high-net-worth individuals, family offices, partnerships, corporations, and LLCs. This role partners closely with clients and internal teams to deliver proactive tax strategies, ensure regulatory compliance, and drive high-quality client service. The ideal candidate is a strong technical leader who thrives in a collaborative, client-focused environment and is passionate about mentoring and developing teams.

Key Responsibilities

• Manage and review complex federal and state tax returns for partnerships, S-Corporations, C-Corporations, LLCs, and high-net-worth individuals.
• Lead tax planning and consulting engagements to support clients’ short- and long-term financial goals.
• Oversee multiple client engagements simultaneously while maintaining quality, accuracy, and timeliness.
• Serve as a trusted advisor to clients by proactively identifying tax-saving opportunities and addressing technical issues.
• Manage IRS and state tax audits and collaborate with leadership to achieve successful resolution.
• Review and monitor engagement budgets, billing, realization, and overall client profitability.
• Develop and maintain strong client relationships through consistent communication and exceptional service delivery.
• Delegate work effectively and provide mentorship, coaching, and performance feedback to team members.
• Conduct regular one-on-one meetings and support career development for associates, seniors, and interns.
• Stay current on evolving tax laws, regulations, and industry trends.
• Participate in business development initiatives, networking events, and client relationship expansion opportunities.
• Collaborate with leadership to support strategic departmental and organizational goals.
• Maintain compliance with applicable professional standards, regulations, and ethical requirements.
• Perform additional responsibilities as assigned.

Leadership Responsibilities

• Provide oversight, guidance, and mentorship to Tax Associates, Senior Associates, Leads, and Interns.
• Foster a collaborative, accountable, and high-performing team environment.
• Support recruiting, onboarding, and development efforts within the tax practice.
• Promote a culture of continuous improvement, professionalism, and client service excellence.

Qualifications

Education & Certifications

• Bachelor’s degree in Accounting or related field required.
• Master’s degree in Taxation or Accounting preferred.
• Active CPA license or licensed attorney designation required.

Experience

• Minimum of 5+ years of public accounting or related tax experience.
• Prior leadership or supervisory experience preferred.
• Experience working with high-net-worth individuals, partnerships, and closely held businesses strongly preferred.
• Strong knowledge of federal and state tax regulations, tax research, and compliance requirements.
• Experience with tax and engagement software such as GoSystem, ProSystem fx Engagement, XCM, or similar platforms.
• Excellent analytical, organizational, and project management skills.
• Ability to manage multiple priorities and deadlines in a fast-paced environment.
• Strong communication and relationship-building abilities.
• Demonstrated leadership, mentoring, and team development capabilities.
• Commitment to professionalism, confidentiality, and high-quality client service.

Additional Information

• Candidates must successfully complete a background check.
• This position offers the opportunity to work closely with clients and leadership in a collaborative, growth-oriented environment.