Tax Manager - Hybrid

Tax ManagerLocation:

Lake Forest, CACompensation:

$110,000 - $160,000The RoleJoin a firm where "Our Business Counts on Your Success." We are looking for a Tax Manager to provide high-quality, discreet, and efficient tax and consulting services. You will partner with individuals and businesses at every stage of their lifecycle, moving beyond standard compliance to provide in-depth planning and fiduciary-level support.

Key ResponsibilitiesComprehensive Tax Management:

Lead the preparation and review of complex federal and state tax returns for individuals, corporations, and estates/trusts.

Strategic Advisory:

Provide specialized consulting in business valuation, forensic accounting, and succession planning.

Industry Specialist:

Apply specialized knowledge across a variety of sectors including Construction, Real Estate, Law Firms, and Hospitality.

Client Partnership:

Act as a dedicated advisor, building long-term relationships through proactive cash flow management and financial planning.

Team Leadership:

Supervise staff and ensure all engagements meet our rigorous standards of ethics and professionalism.

RequirementsCredentials:

Active CPA license required; advanced degree in taxation or financial planning certification is a plus.

Experience:

Previous background in a Big 4 or large regional firm environment is highly valued.

Skills:

Expertise in QuickBooks setup and consulting, internal controls, and litigation support.

Values:

Strong personal ethics and a commitment to going "above and beyond" for the client's fiduciary interests.

Why Join Us?

Since 1993, we have combined Big 4 expertise with the personalized touch of a boutique Southern California firm. We pride ourselves on being efficient and affordable without compromising on the quality of our expertise.

Culture:

A mission-driven environment focused on ethics, partnership, and professional integrity.

Service Variety:

Opportunity to work on diverse projects ranging from small business accounting to high-level forensic and investigative work.