Tax Manager

Tax ManagerLocation:

Mission Viejo, CACompensation:

$110,000 - $160,000The RoleWe are seeking a Tax Manager to join our established South Orange County firm. At the core of our practice is a commitment to the "Long-Term View." We don't just process returns; we serve as year-round advocates for our clients, helping them navigate the complexities of tax law to achieve their multi-generational financial goals. You will lead client engagements with a focus on precision, foresight, and personalized service.

Key ResponsibilitiesTax Compliance & Strategy:

Oversee the preparation and review of sophisticated tax returns for individuals, corporations, partnerships, and trusts.

High-Touch Consulting:

Provide proactive tax planning that aligns with long-term wealth preservation and business growth strategies.

IRS & State Representation:

Act as the primary point of contact for clients during audits or correspondence with taxing authorities.

Relationship Management:

Maintain deep, consultative relationships with a diverse client base, ensuring we remain their most trusted financial resource.

Team Leadership:

Mentor staff and contribute to the continuous improvement of our internal workflows and technical standards.

RequirementsExperience:

Significant experience in public accounting, specifically in tax planning and compliance for HNWIs and small-to-medium businesses.

Education:

Active CPA license required.

Skills:

Exceptional communication skills and the ability to explain complex tax concepts in an accessible way.

Philosophy:

A commitment to a proactive, "no-surprises" approach to client service.

Why Join Us?

We offer the technical challenge of a large firm with the culture and community of a boutique practice. We believe in building lasting relationships-both with our clients and our employees-and we provide an environment where your expertise is valued and your professional growth is supported.

Culture:

A stable, collaborative team environment in a prime Mission Viejo location.

Focus:

A "Long-Term View" philosophy that prioritizes quality and ethics over volume.

BenefitsWe offer a highly competitive benefits & comp package:

Full Benefits:

Medical, Dental, VisionPTO/VacationHoliday Pay + Sick401

KBonusesHybrid-Flex Schedule:

2 days in the office

Flexible Hours:

50 HRs. Max Busy Season + 20-25 HRs. Max Non-BusyBenefitsWe offer a highly competitive benefits & comp package:

Full Benefits:

Medical, Dental, VisionPTO/VacationHoliday Pay + Sick401

KBonusesHybrid-Flex Schedule:

2 days in the office

Flexible Hours:

50 HRs. Max Busy Season + 20-25 HRs. Max Non-Busy