Tax Manager

Thoerner & Toma; San Diego (CA); Hybrid; USD 120,000 - 170,000; Full time

Benefits offered by this job

401(k)

Employee discounts

Health insurance

Paid time off

Job summary

Accudata & Co. is seeking an experienced Tax Manager to lead tax engagements in San Diego, CA. You will mentor staff, manage client relationships, and develop tax strategies to minimize liabilities.

This onsite role transitions to hybrid after onboarding, with a focus on delivering high-quality tax services to a diverse client base. The ideal candidate holds a CPA, has 5+ years in public accounting focused on tax, and is skilled in federal and multi-state compliance and planning.

Qualifications

• CPA license is required and active.
• 5+ years in public accounting with a tax focus.
• Strong knowledge of federal and multi-state tax compliance and planning.
• Experience managing client engagements and supervising staff.
• Proficiency with tax software such as UltraTax or ProSystem fx.

Responsibilities

• Manage and review federal, state, and local tax returns for individuals, corporations, partnerships, and trusts.
• Develop and implement tax planning strategies to minimize client tax liabilities.
• Oversee and mentor junior tax staff, providing guidance and performance feedback.
• Build and maintain strong client relationships, serving as a primary point of contact.
• Research complex tax issues and communicate findings to clients and leadership.
• Monitor changes in tax legislation and assess impact on clients and firm processes.
• Assist with IRS and state tax notices, audits, and correspondence.

Skills

CPA license

Public accounting

Tax planning

Client management

Mentoring staff

Education

Bachelor's in Accounting/Finance

Master's in Taxation (plus)

Tools

UltraTax

ProSystem fx

Job description

Benefits:

401(k)

Employee discounts

Health insurance

Paid time off

About the Role:

Accudata is looking for an experienced and driven Tax Manager to join our team in San Diego, CA. This is an exciting opportunity to lead tax engagements, mentor staff, and play a key role in delivering exceptional service to a diverse client base. If you thrive in a collaborative environment and have a passion for tax strategy and compliance, we want to hear from you. This role will be onsite for the first six month with hybrid options after you are completely onboarded.

Responsibilities:

Manage and review federal, state, and local tax returns for individuals, corporations, partnerships, and trusts

Develop and implement tax planning strategies to minimize client tax liabilities

Oversee and mentor junior tax staff, providing guidance and performance feedback

Build and maintain strong client relationships, serving as a primary point of contact

Research complex tax issues and communicate findings clearly to clients and leadership

Monitor changes in tax legislation and assess impact on clients and firm processes

Assist with IRS and state tax notices, audits, and correspondence

Requirements:

CPA license required; active and in good standing

5+ years of public accounting experience with a focus in tax

Strong knowledge of federal and multi-state tax compliance and planning

Experience managing client engagements and supervising professional staff

Proficiency with tax preparation software (e.g., UltraTax, ProSystem fx, or similar)

Excellent communication, organizational, and analytical skills

Bachelor's degree in Accounting, Finance, or related field; Master's in Taxation a plus

About Us:

Accudata & Co. is a trusted San Diego-based accounting firm known for delivering personalized, high-quality tax and financial services to individuals and businesses alike. Our clients choose us for our expertise, attention to detail, and commitment to building long-term relationships. Our team enjoys a supportive culture, professional growth opportunities, and the satisfaction of making a real difference for the clients we serve.