Tax Manager

Pacific Executive Search LLC; Los Angeles (CA); Hybrid; USD 120,000 - 180,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

Pacific Executive Search LLC in Irvine, CA, seeks a Tax Manager to lead sophisticated tax engagements for high-net-worth individuals and closely held businesses, with direct collaboration with senior partners.

You will oversee preparation and review of returns for individuals, partnerships, S corporations, C corporations, trusts and estates, deliver proactive planning, and mentor associates, while shaping service delivery and growth.

Qualifications

• CPA certification or active pursuit
• Five or more years of public accounting experience focused on tax compliance and planning
• Experience with high-net-worth individuals and closely held businesses

Responsibilities

• Oversee preparation and review of tax returns for individuals, partnerships, S corporations, C corporations, trusts, and estates
• Deliver proactive tax planning and advisory services tailored to affluent clients and their business entities
• Manage multiple client projects from planning through delivery, ensuring accuracy and compliance
• Serve as main liaison for clients and cultivate enduring professional relationships
• Provide technical oversight and mentor senior associates and staff
• Conduct in-depth research on complex tax matters and formulate actionable strategies
• Collaborate with partners on client service initiatives and firm growth

Skills

Public accounting tax experience (5+ y

Education

CPA certification

Tools

CCH Axcess

SurePrep

Job description

A Southern California-based boutique CPA firm specializing in sophisticated tax services for high-net-worth individuals and closely held businesses is expanding its tax leadership team. This hybrid role in Irvine offers direct collaboration with senior partners and the chance to oversee complex, multi-entity tax engagements while mentoring emerging tax professionals. Ideal for a CPA with strong technical expertise eager to deepen client relationships and influence practice development within a firm doubling its revenue through strategic growth.

Title: Tax Manager

Responsibilities:

• Oversee preparation and review of tax returns for individuals, partnerships, S corporations, C corporations, trusts, and estates.
• Deliver proactive tax planning and advisory services tailored to affluent clients and their business entities.
• Manage multiple client projects from initial planning stages through final delivery, ensuring accuracy and compliance.
• Serve as the main liaison for clients, cultivating enduring professional relationships and trust.
• Provide technical oversight and mentorship to senior associates and staff, enhancing team capabilities.
• Conduct in-depth research on complex tax matters and formulate actionable strategies to optimize client outcomes.
• Collaborate closely with partners on client service initiatives, practice growth, and process enhancements.

Qualifications:

Must-Have:

• CPA certification completed or actively pursuing.
• Five or more years of public accounting experience focused on tax compliance and planning.
• Proven expertise working with high-net-worth individuals, partnerships, S corporations, and privately held businesses.
• Strong technical knowledge in tax return review and complex tax issue resolution.
• Experience in a Big 4, national, regional, or well-regarded local public accounting environment.
• Excellent communication skills with a demonstrated ability to manage client relationships and lead teams.

Nice-to-Have:

• Familiarity with tax software such as CCH Axcess and SurePrep.
• Prior exposure to hybrid work settings and balancing in-office collaboration with remote flexibility.