Tax Practice Leader: Real Estate & Construction

Elevate; Tustin (CA); On-site; USD 140,000 - 210,000; Full time

Benefits offered by this job

Medical, Dental, and Vision plans

401(k) plan

Generous PTO

Paid firm holidays

Discretionary Performance Bonus

Job summary

Elevate is seeking an experienced Tax Manager to lead and grow the tax practice for a partner firm in the Tustin, CA area. The role emphasizes tax advisory and compliance across real estate, construction, and international matters, with responsibility for client relationships and staff development.

Qualified candidates will hold an active CPA license, have 8+ years of progressive business taxation experience, and be capable of managing complex engagements and a personal book of business within

Qualifications

• Active CPA license required.
• 8+ years of progressive experience in business taxation, ideally at a small to mid-size regional firm.
• Strong generalist tax background across individual, corporate, partnership, and other entity taxation, with heavy construction and real estate experience.
• Proven ability to manage a book of business and lead client engagements, including deepening relationships.

Responsibilities

• Deliver tax advisory and compliance services to entrepreneurial businesses, family offices, and high-net-worth individuals; identify tax planning opportunities.
• Oversee preparation of individual, corporate, partnership, fiduciary, and multi-state returns; review complex returns.
• Provide guidance on complex tax issues, entity structuring, and planning opportunities; manage client relationships and new engagements.
• Lead and mentor a high-performing tax team; own workload and development; oversee onboarding and structuring for new engagements.
• Develop engagement budgets, pricing, and internal reports; collaborate across offices to standardize processes and leverage shared services.
• Respond to client inquiries across income, franchise, sales/use, labor, benefits and related compliance; handle IRS notices.

Job description

Elevate is seeking an experienced Tax Manager to lead and grow the tax practice for a partner firm in the Tustin, CA area. The role emphasizes tax advisory and compliance across real estate, construction, and international matters, with responsibility for client relationships and staff development.

Qualified candidates will hold an active CPA license, have 8+ years of progressive business taxation experience, and be capable of managing complex engagements and a personal book of business within