A Tax Manager manages tax reporting and advises on tax planning for a company. Maintains current knowledge of federal, state and local tax codes and ensure that company tax filings are in compliance with the law. Manages tax accounting staff.
Senior Tax Manager Softcom Systems, Inc - 3.7 Orange, CA Job Details Full-time $250,000 - $280,000 a year 18 hours ago Benefits Health insurance Dental insurance 401(k) Paid time off Vision insurance Qualifications Business development management Customer communication Teamwork Customer relationship building CPA Interpersonal skills Public accounting Business development within consulting Team leadership Coaching Research Partnership tax expertise Income tax planning Team development Professional development support Customer relationship management Mentoring Accounting firm experience Organizational skills Leading team collaboration initiatives Business development within finance General management Team building
Full Job Description Position:
Senior Tax Manager Location:
Orange, CA Duration:
Full-time & direct hire
Position Summary:
The Senior Tax Manager is a senior leadership position responsible for delivering exceptional client service while helping shape the strategic direction of the client's Tax Practice. This individual serves as a trusted advisor to high-net-worth individuals, closely held businesses, entrepreneurs, and family offices. The role is viewed as a key leadership position with a clear pathway to Principal or Partner.
This position is ideal for a technically strong tax professional who enjoys mentoring others, building client relationships, leading a high-performing team, and contributing to the continued growth of the firm.
Strategic Client Advisory:
Serve as the primary advisor on clients' most sophisticated tax engagements. Advise business owners on tax-efficient growth strategies, succession planning, entity structuring, mergers and acquisitions, and wealth preservation. Build trusted relationships through proactive client communication and ongoing tax planning discussions. Work closely with clients to understand their businesses and provide year-round strategic tax advice. Collaborate with clients' multidisciplinary service lines—including Tax, Audit, our Law Group, our Capital Group, and our Wealth—to deliver integrated client solutions. Partner closely with Client's Law Group on tax planning initiatives involving business owners, trusts, estates, and succession planning.
Tax Compliance & Technical Leadership:
Client is a relationship-driven 1040 practice with a strong emphasis on tax compliance and proactive tax planning.
The Senior Tax Manager will:
Perform final technical review of complex tax engagements. Be highly proficient in reviewing and advising on: Individuals (1040) Partnerships (1065) S Corporations (1120-S) Corporations (1120) Trusts and fiduciary entities
Software Exposure:
CCH Axcess, ProSystem fx, UltraTax, GoSystem, or similar tax software Microsoft Excel including: formulas pivot tables data analysis reconciliations
Tax Research Platforms:
AI tools such as: ChatGPT Claude Microsoft Copilot Other workflow automation and AI tools Additional corporate and business tax engagements as needed Provide technical guidance and mentorship to Managers, Seniors, and Staff. Help elevate the team's technical tax knowledge through coaching, review, and real-time development. Lead internal technical discussions and communicate new tax legislation and regulatory changes. Ensure quality control and technical excellence across all client engagements.
Leadership & Talent Development:
A significant portion of this role focuses on developing people.
Responsibilities include:
Coach, mentor, and develop Managers, Senior Associates, Associates, and Staff Accountants. Review work and provide meaningful technical coaching to improve team performance. Help build stronger tax technical capabilities across the department. Assist Partners with staffing, workload management, scheduling, and departmental operations. Support recruiting, interviewing, onboarding, succession planning, and employee retention. Foster a collaborative, high-performance culture centered on accountability, continuous learning, and exceptional client service. Help manage the day-to-day operations of the Tax Department while supporting long-term strategic initiatives.
Client Relationship Management:
This position is heavily client-facing.
Responsibilities include:
Build long-term trusted advisor relationships with clients. Lead client meetings and communicate complex tax matters in a practical, business-focused manner. Identify opportunities to improve clients' tax positions through proactive planning. Work closely with business owners and closely held companies throughout the year—not just during tax season. Deliver an exceptional client experience through responsiveness, strategic insight, and practical solutions.
Practice Growth & Business Development:
Develop referral relationships with attorneys, bankers, wealth advisors, business owners, and other centers of influence. Generate new business opportunities through networking, community involvement, professional organizations, and thought leadership. Identify cross-selling opportunities across clients' integrated service offerings. Support proposal development and participate in prospective client presentations. Contribute to the continued growth of clients' Tax Practice and future Partner expansion
Leadership & Practice Management:
Assist Partners with strategic planning and execution of Tax Practice initiatives. Improve workflow, utilization, profitability, quality standards, and operational efficiency. Champion AI, automation, and emerging technologies that enhance client service and internal processes. Help drive departmental performance while maintaining clients' high standards of client service.
Qualifications:
Active CPA license required (JD and/or LL.M. a plus). 10-15+ years of progressive public accounting tax experience. Extensive experience serving high-net-worth individuals, closely held businesses, entrepreneurs, and family-owned companies. Strong technical expertise in Forms 1040, 1065, 1041, and 1120-S. Demonstrated success leading tax professionals through mentorship, technical review, and talent development. Proven ability to build trusted client relationships and provide strategic tax planning. Experience with business development and practice growth. Strong leadership, communication, and organizational skills. Passion for developing people and building high-performing teams.
Success Measures:
Success in this role will be measured by the ability to: Serve as a trusted advisor to clients' largest and most sophisticated clients. Deliver exceptional tax compliance while identifying meaningful tax planning opportunities. Develop and mentor future leaders within the Tax Practice. Build strong client relationships that drive long-term retention and referrals. Strengthen the technical capabilities of the tax team through coaching and mentorship. Contribute to business development and practice growth. Improve operational efficiency while maintaining exceptional quality standards. Position yourself for advancement to Principal or Partner.
Pay:
$250,000.00 - $280,000.00 per year
Benefits:
401(k) Dental insurance Health insurance Paid time off Vision insurance Application Question(s): How many years of experience do you have working in an accounting firm, specifically within the tax department? Do you have experience with Complex HNW individuals' tax returns? Please mention your email ID and Contact number.
