Tax Manager: Lead Pod & Client Strategy (Hybrid)

Bwocpa; Cameron Park (CA); Hybrid; USD 120,000 - 180,000; Full time

Benefits offered by this job

IRA with employer match

Bonus based on performance

Health insurance

Paid time off

Training & development

Vision insurance

Job summary

BW&O CPAs seeks a Tax Manager to lead a pod of tax seniors, associates, and support staff in El Dorado Hills, CA. You’ll review complex tax returns, coach the team, and ensure timely, high-quality client service.

You will oversee engagement delivery for individuals, partnerships, trusts, and corporations, with a focus on proactive communication and measurable results. This role blends leadership with hands-on practice in a cloud-based environment.

Qualifications

• Active CPA license in good standing.
• 7+ years of recent tax experience at a CPA firm.
• Experience reviewing returns for individuals, S corporations, partnerships, and trusts.
• Proven ability to supervise staff and provide direct feedback.

Responsibilities

• Lead a pod of tax seniors, associates, and administrative support.
• Review complex returns and provide teaching notes to improve prep quality.
• Deliver engagements for diverse client groups on time and with high value.
• Manage client communications and proactive status updates, with no surprises.
• Use Karbon and AI tools to increase capacity and ensure quality.

Skills

Tax experience

Staff supervision

Manage multiple engagements

Communication skills

Education

Active CPA license

Tools

Karbon

Job description

BW&O CPAs seeks a Tax Manager to lead a pod of tax seniors, associates, and support staff in El Dorado Hills, CA. You’ll review complex tax returns, coach the team, and ensure timely, high-quality client service.

You will oversee engagement delivery for individuals, partnerships, trusts, and corporations, with a focus on proactive communication and measurable results. This role blends leadership with hands-on practice in a cloud-based environment.