Tax Senior Manager

Distinct | North America; Newport Beach (CA); Hybrid; USD 179,000 - 219,000; Full time

Job summary

Distinct | North America in Newport Beach offers a senior manager role in private client and owner-managed business tax. You’ll handle the top-end returns with trusts and partnerships, and October planning rather than April crunch. You’d inherit a book and operate as a trusted counterpart to the partner.

You’ll review and sign returns others avoid, lead the largest engagements, plan autumn work with owners, and mentor the next level up.

Qualifications

• 8 years or more in public accounting, with a stretch at manager.
• Ability to review complex returns including trusts and partnerships.
• A clear view of what you want to put on your name in 5 years.

Responsibilities

• Reviewing and signing the returns nobody else wants to touch.
• Running the largest engagements and the relationships inside them.
• Planning work with owners and families through the autumn.
• Developing the managers underneath you.

Job description

Two Orange County firms changed hands in the last 10 months. That's not a scandal, it's arithmetic. The partners who built them are in their 60s and there was nobody underneath ready to buy.

So there's a senior manager seat here that isn't really a senior manager seat. $179k to $219k, hybrid, Newport Beach. On paper you'd review the complicated returns and run the biggest engagements. In practice you'd be the person the partner is deciding about, and both of you would know it.

The work is private client and owner managed business tax at the top end. Returns with trusts and partnerships stacked inside them, planning that happens in October rather than April, and the clients who ring you rather than the office.

The honest part: a seat like this usually exists because somebody is winding down, so you'd inherit a book with its history in it. Some of those clients have been doing things a certain way since 2009 and will tell you so.

Why this firm

• $179k to $219k, hybrid, out of Newport Beach
• The seat above manager, with the succession conversation actually on the table
• Private client and owner managed work at the complicated end
• Planning as a real part of the year, not a thing you squeeze into November
• The catch: you'd inherit a book rather than build one, and books come with habits

What you'll be doing

• Reviewing and signing the returns nobody else wants to touch
• Running the largest engagements and the relationships inside them
• Planning work with owners and families through the autumn
• Developing the managers underneath you

What you'll have

• 8 years or more in public accounting, with a stretch at manager
• A view on what you want your name on in 5 years