Tax Manager: Lead Client Relationships & Growth

Alliance Resource Group; Carlsbad (CA); Hybrid; USD 120,000 - 165,000; Full time

Job summary

Alliance Resource Group, a rapidly growing boutique CPA firm in the San Diego area, is seeking a Tax Manager to lead a growing tax team and shape the practice. This hands-on leadership role focuses on managing client relationships, reviewing complex tax work, and spotting meaningful planning opportunities.

You'll oversee tax compliance, planning, and consulting engagements for closely held businesses and high-net-worth clients, mentor staff, and help scale internal processes as the firm grows.

Qualifications

• CPA required.
• 6–8 years of public-accounting tax experience.
• Strong background in partnership and individual taxation.
• Experience managing client relationships and leading engagements.
• Ability to review complex returns and provide effective coaching to staff.
• Strong knowledge of federal, state, and local tax regulations.
• Real estate, construction, closely held business, or high-net-worth experience preferred.
• Comfortable being both strategic and hands-on.

Responsibilities

• Manage tax compliance, planning, and consulting engagements for closely held businesses and high-net-worth clients.
• Serve as primary client contact and lead communication around tax issues, planning opportunities, and engagement status.
• Review complex partnership, S-corporation, individual, trust, estate, and gift tax returns.
• Provide clear written and verbal feedback to preparers.
• Identify federal, state, and local tax issues and recommend practical solutions.
• Oversee Schedule K-1 reporting, partner basis schedules, and complex allocation matters.
• Support real estate and construction clients with depreciation, cost segregation, capital improvements, and Section 1031 exchanges.
• Manage engagement timelines, budgets, staffing, and deliverables.
• Mentor and develop senior associates and staff.
• Help improve internal processes, workflows, and technology as the practice continues to scale.

Skills

Client relationship management

Tax planning

Mentoring staff

Reviewing complex returns

Budgeting

Communication

Education

CPA certification

Job description

Alliance Resource Group, a rapidly growing boutique CPA firm in the San Diego area, is seeking a Tax Manager to lead a growing tax team and shape the practice. This hands-on leadership role focuses on managing client relationships, reviewing complex tax work, and spotting meaningful planning opportunities.

You'll oversee tax compliance, planning, and consulting engagements for closely held businesses and high-net-worth clients, mentor staff, and help scale internal processes as the firm grows.