Tax Manager

Tax ManagerLocation:

San Juan Capistrano, CACompensation:

$110,000 - $160,000The RoleWe are looking for a Tax Manager to join our multi-generational team. In this role, you will do more than just fill out tax forms; you will provide "riskless returns" for our clients through sophisticated tax planning and intelligent integration of IRS regulations. You will serve as a trusted advisor within our boutique, one-stop-shop environment, managing complex tax profiles for individuals, businesses, and estates.

Key ResponsibilitiesProactive Tax Planning:

Execute forward-looking strategies to maximize wealth and minimize tax exposure for HNWIs and business entities.

Engagement Oversight:

Manage the preparation and review of complex tax returns for corporations, partnerships, trusts, and estates.

Consulting & Advisory:

Assist clients with business entity selection, succession planning, and revenue recognition (ASC-606).

Client Representation:

Act as a liaison for clients before the IRS and FTB.

Team Leadership:

Mentor a dedicated team of specialists, fostering a culture of professional excellence and personal service.

RequirementsCredentials:

Active CPA license or Master's Degree in Taxation preferred.

Experience:

Proven track record in public accounting with a focus on integrated tax and wealth planning.

Expertise:

Deep knowledge of tax deferral strategies, cash flow management, and the nuances of various business structures.

Mindset:

A commitment to "beginning with the end in mind" and providing high-touch, personal service in a boutique setting.

Why Join Us?

We offer a warm, professional environment with over 150 years of combined experience. We believe that good decisions broaden future options-not just for our clients, but for our team members as well. You will have the opportunity to work across diverse disciplines, including retirement planning and investment review, within a firm that values long-term, trusted relationships.

Benefits:

Comprehensive package including Medical, Insurance options, and Retirement Plan Services.

Atmosphere:

A personal, boutique setting located in the heart of San Juan Capistrano.