Tax Manager: Lead Planning & Client Advisory

AppleOne Employment Services; Goleta (CA); On-site; USD 75,000 - 100,000; Full time

Job summary

AppleOne Employment Services is seeking an experienced Tax Manager for a direct hire opportunity in Santa Ynez, CA. You will lead complex tax engagements, review returns, and advise on planning opportunities while mentoring staff in a collaborative, high-quality environment.

The role focuses on managing federal, state, and local tax compliance for a diverse client base, strengthening client relationships, and driving process improvements during peak tax seasons.

Qualifications

• 6 to 10 years of experience in tax accounting, public accounting, or a related tax-focused role.
• Strong knowledge of federal and state tax regulations, compliance requirements, and tax planning concepts.
• Experience preparing and reviewing complex tax returns for individuals and business entities.
• Ability to manage multiple engagements, deadlines, and client priorities with strong attention to detail.
• Proven ability to lead teams, develop staff, and collaborate effectively with partners, managers, and clients.

Responsibilities

• Manage and review federal, state, and local tax returns for individuals, partnerships, corporations, trusts, and other entities.
• Lead tax planning and compliance engagements while identifying opportunities to improve client tax positions.
• Research complex tax issues and communicate findings clearly to clients and internal team members.
• Supervise, train, and mentor tax staff while reviewing work for accuracy, completeness, and compliance.
• Build and maintain strong client relationships through proactive communication and responsive service.
• Support workflow planning, deadline management, and process improvement initiatives during peak tax seasons.

Skills

Tax accounting

Public accounting

Lead and mentor staff

Client communication

Attention to detail

Education

CPA license or CPA eligibility

Master's degree in Taxation, Accounting, Finance

Job description

AppleOne Employment Services is seeking an experienced Tax Manager for a direct hire opportunity in Santa Ynez, CA. You will lead complex tax engagements, review returns, and advise on planning opportunities while mentoring staff in a collaborative, high-quality environment.

The role focuses on managing federal, state, and local tax compliance for a diverse client base, strengthening client relationships, and driving process improvements during peak tax seasons.