Tax Manager

Proven Recruiting; San Diego (CA); On-site; USD 140,000 - 180,000; Full time

Benefits offered by this job

Competitive compensation

Bonus opportunities

Strong benefits

Retirement matching

Professional development

Job summary

Proven Recruiting in San Diego, CA is seeking a Tax Manager - Lead Client Strategy to own and grow a high-performing tax practice. You will lead complex engagements, mentor staff, and drive client growth with strategic advisory work.

This role focuses on delivering technical excellence and outstanding service to individuals, partnerships, and corporate clients while expanding the firm’s advisory footprint.

Qualifications

• Active CPA with a Bachelor’s degree in Accounting, Finance, or related field and 6+ years of progressive public accounting tax experience.
• Strong expertise in federal, state, and multi-state tax compliance, planning, and advisory services for individuals, partnerships, corporations, and high-net-worth clients.
• Skilled in tax research, client relationship management, business development, and modern tax software platforms.

Responsibilities

• Lead and review complex tax engagements across federal, state, multi-state, individual, corporate, partnership, fiduciary, estate, gift, and nonprofit tax returns.
• Provide strategic tax planning, consulting, and technical guidance while conducting complex tax research and preparing memorandums.
• Build and maintain strong client relationships, communicate with tax authorities regarding audits, and identify new business opportunities.
• Mentor and develop team members, improve processes, implement best practices, and contribute to firm-wide initiatives.

Skills

Client relationship management

Business development

Mentoring

Tax research

Tax planning

Education

Bachelor's degree in Accounting/Finance

Active CPA

Tools

Tax software platforms

Job description

Tax Manager - Lead Client Strategy and Drive Growth

Ready to take ownership of a growing tax practice and help shape the future of a high-performing team? This is an opportunity to join a growing public accounting firm where you’ll lead complex tax engagements, mentor talented professionals, and play a key role in client growth and business development.

Who you are:

• Active CPA with a Bachelor’s degree in Accounting, Finance, or a related field and 6+ years of progressive public accounting tax experience.
• Strong expertise in federal, state, and multi-state tax compliance, tax planning, and advisory services for individuals, partnerships, corporations, and high-net-worth clients.
• Skilled in tax research, client relationship management, business development, and modern tax software platforms.

What you'll do:

• Lead and review complex tax engagements, including federal, state, multi-state, individual, corporate, partnership, fiduciary, estate, gift, and nonprofit tax returns.
• Provide strategic tax planning, consulting, and technical guidance while conducting complex tax research and preparing supporting memorandums.
• Build and maintain strong client relationships, communicate with tax authorities regarding audits and notices, and identify new business opportunities.
• Mentor and develop team members, improve processes, implement best practices, and contribute to firm-wide initiatives.

Why work here:

• Be part of a firm that is actively growing and investing in its people, client relationships, and long-term success.
• Enjoy meaningful leadership responsibility with the autonomy to make an impact across operations, client advisory services, and team development.
• Collaborate with a talented group of professionals committed to technical excellence, exceptional client service, and continuous improvement.
• Receive competitive compensation, bonus opportunities, strong benefits, retirement matching, and ongoing professional development support.

What does this position pay?

Compensation is determined by several factors which may include skillset, experience level, and geographic location. The expected range for this role is $140,000 to $180,000 per year. Please note this range is an estimate and actual pay may vary based on qualifications and experience.

We actively support and promote people of various backgrounds, from race, religion, gender to geographical area, university, lifestyle, and personality type. Proven Recruiting is minority-owned, majority women, and is a strong advocate for diversity and inclusion in the broader community.