Tax Strategy Leader – Client Growth & Mentorship

Ledgent Finance & Accounting; San Diego (CA); On-site; USD 150,000 - 160,000; Full time

Benefits offered by this job

Competitive base salary

Bonus opportunities

Medical, dental, vision insurance

401(k) retirement plan

Paid time off & holidays

Continuing education support

Growth opportunities

Job summary

Ledgent Finance & Accounting is seeking a Senior Tax Manager in North County San Diego, CA. This full-time, in-person leadership role focuses on building client relationships, tax strategy development, and mentoring staff within a growing public accounting firm.

The ideal candidate holds an active CPA/EA license with 6–8+ years of public tax experience and deep knowledge of federal and California tax rules, including PTET planning. Competitive compensation and benefits are offered.

Qualifications

• Active CPA or Enrolled Agent license required.
• 6-8+ years of public accounting tax experience.
• Strong knowledge of federal and California tax regulations.
• Experience with tax planning, projections, estimates, and advisory services.
• Expertise in pass-through entity taxation and PTET planning.
• Prior experience reviewing tax returns and supervising staff.

Responsibilities

• Prepare and review complex individual, partnership, S corporation, C corporation, trust, and fiduciary tax returns.
• Meet with clients throughout the year to identify tax planning opportunities and provide proactive tax guidance.
• Lead tax strategy discussions and develop solutions for clients' financial objectives.
• Prepare tax estimates, projections, and multi-year planning analyses.
• Advise clients on pass-through entity taxation and PTET planning.
• Review staff work and provide coaching and technical guidance.
• Research and resolve complex federal and state tax matters.
• Manage client relationships and ensure timely project completion.

Skills

CPA/EA

California tax regulations

Federal tax knowledge

Client relationships

Mentoring staff

Tools

Tax software platforms

Job description

Ledgent Finance & Accounting is seeking a Senior Tax Manager in North County San Diego, CA. This full-time, in-person leadership role focuses on building client relationships, tax strategy development, and mentoring staff within a growing public accounting firm.

The ideal candidate holds an active CPA/EA license with 6–8+ years of public tax experience and deep knowledge of federal and California tax rules, including PTET planning. Competitive compensation and benefits are offered.