Tax Manager

Distinct | North America; Orange (CA); Hybrid; USD 121,000 - 158,000; Full time

Job summary

Distinct | North America in Orange, CA is seeking a managerial tax professional to own client relationships and oversee complex returns for individuals and small businesses. The role blends review work with proactive relationship management in an entrepreneurial client base.

Ideal candidates hold a CPA and have Manager-level public accounting tax experience, with depth in partnerships or a covered industry.

Qualifications

• CPA required.
• Manager-level experience in public accounting tax.
• Depth in partnerships or a specific industry is ideal.

Responsibilities

• Review the firm's complex returns.
• Act as the point of contact on assigned individuals and small businesses.
• Collaborate with partners on challenging client relationships.
• Take ownership of one or two process improvements.

Skills

CPA

Manager level experience

Partnership tax

Education

Certified Public Accountant (CPA)

Job description

You've reviewed something like 400 returns this year and spoken to maybe nine clients.

That's how a lot of manager jobs are built. Somebody decided years ago that review is the manager's job and the relationship belongs to a partner, and now you're very good at one thing and out of practice at the other.

This Orange firm hands the relationship over. You'd be the point of contact on your own individuals and small businesses, alongside the review work, for an entrepreneurial client base where the tax question is usually a business question wearing a hat. $121k to $158k, hybrid.

Why this firm:

$121k to $158k, hybrid, and you'd own client relationships rather than support somebody else's

Owner managed businesses and the people who own them, so planning and compliance sit together

They'll back a real technical specialism, whether that's subchapter K or an industry you know well

There's a structured onboarding and training programme, which is rare at this size

Some of the preparation is handled by an outsourced team. Worth knowing before you decide.

What you'll be doing:

• Reviewing the firm's complex returns
• Acting as the point of contact on assigned individuals and small businesses
• Working with partners on the trickier client relationships
• Taking ownership of a process improvement or two, because they expect managers to fix things

What you'll have:

• CPA
• Manager level experience in public accounting tax
• Depth somewhere specific, ideally partnerships or an industry you know inside out