Tax Manager

O'Brien & Panchuk, LLP, CPAs; Palm Desert (CA); On-site; USD 110,000 - 170,000; Full time

Job summary

O'Brien & Panchuk, LLP, CPAs in Palm Desert, CA is seeking an experienced tax professional who can own client engagements and guide colleagues, turning technical findings into practical advice for businesses and investors.

You will manage individual and business tax engagements, review returns, identify planning opportunities, and communicate findings directly to clients, with autonomy and strong partner collaboration.

Qualifications

• Substantial public accounting tax experience and strong review skills.
• The judgment to manage complex engagements with appropriate partner input.
• Strong organization, dependability, and confidence leading client conversations.
• Experience with business owners, real estate investors, and related individual returns is particularly relevant.
• International tax or transaction experience is a plus.

Responsibilities

• Manage individual and business tax engagements, including related entities and multistate matters, from planning through completion.
• Review returns and supporting workpapers, resolve technical questions, and document conclusions clearly.
• Identify planning opportunities and explain findings, recommendations, and next steps directly to clients.

Skills

Public tax experience

Review skills

Client leadership

Organization

Real estate investors

International tax

Job description

We're seeking an experienced tax professional who can take ownership of client engagements, guide colleagues, and turn technical findings into practical advice. You'll work directly with partners and clients, connecting accurate compliance with decisions that affect their businesses, investments, and long-term plans.

What you'll do:

• Manage individual and business tax engagements, including related entities and multistate matters, from planning through completion.
• Review returns and supporting workpapers, resolve technical questions, and document conclusions clearly.
• Identify planning opportunities and explain findings, recommendations, and next steps directly to clients.

What you'll bring:

• Substantial public accounting tax experience and strong review skills.
• The judgment to manage complex engagements with appropriate partner input.
• Strong organization, dependability, and confidence leading client conversations.
• Experience with business owners, real estate investors, and related individual returns is particularly relevant.
• International tax or transaction experience is a plus.

This role suits someone who values autonomy, takes responsibility for results, and enjoys helping clients and colleagues understand the reasoning behind the work.

Location: Palm Desert, CA. Please ask about available work arrangement options.