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.
Tax and Accounting Services Manager Santa Cruz Pacific Accounting & Tax, PC Santa Cruz, CA |
Hybrid Opportunity Salary:
Starting at $130,000 Join a Firm Where Your Expertise Matters At Santa Cruz Pacific Accounting & Tax, we believe great tax professionals deserve more than a seat at the table. They deserve a voice in shaping client relationships, firm growth, and the future of the organization. We're seeking an experienced Tax and Accounting Services Manager who is passionate about helping clients succeed, developing team members, and providing strategic guidance that extends beyond tax compliance. This is an opportunity to join a growing advisory firm where your knowledge, leadership, and ideas will have a direct impact. Santa Cruz Pacific Accounting and Tax is built around our core values: A Growth Mindset, Integrity, Collegiality, and compassion. We believe in delivering exceptional service while creating an environment where talented professionals can build meaningful, rewarding careers. Unlike larger firms where professionals often become specialists in a narrow area, our managers work directly with clients, influence firm strategy, and help shape the future of our practice. You'll enjoy: A strong commitment to work-life balance, including a maximum 55-hour workweek during tax season A collaborative and supportive team culture Opportunities to lead, mentor, and develop staff Meaningful relationships with business owners and individual clients Flexibility and autonomy in managing your work Clear opportunities for professional growth and advancement Exposure to complex tax planning and consulting engagements Direct access to firm leadership A firm large enough to offer diverse and challenging work, yet small enough to know and value every team member Position Summary The Tax and Accounting Services Manager is a leadership role responsible for overseeing complex tax and accounting engagements, reviewing tax returns, supporting tax planning initiatives, training, tech management, and managing the day-to-day accounting and financial reporting needs for an assigned portfolio of clients. This position also mentors accounting staff and ensures the timely, accurate delivery of high-quality client service. Working closely with firm leadership, the tax and accounting services manager serves as a trusted advisor to clients on tax compliance, planning, and business matters. The ideal candidate combines strong technical accounting skills with outstanding client service, leadership, and problem-solving abilities. Key Responsibilities Client Service & Leadership Review complex individual, partnership, S corporation, C corporation, fiduciary, estate, and multi-state tax returns. Manage tax engagements from planning through completion, including workflow management, deadlines, budgets, billing support, and client communication. Identify advisory opportunities and provide practical recommendations to clients and firm leadership. Conduct and supervise technical tax research, analysis, planning, and documentation. Advise clients on federal and state tax compliance matters. Communicate directly with clients, financial advisors, attorneys, and taxing authorities regarding tax questions, notices, audits, and compliance issues. Accounting Operations & Financial Reporting Manage bookkeeping, accounting operations, and client financial reporting deliverables. Oversee month-end close activities, including journal entries, reconciliations, variance analysis, and review of client financial records. Prepare and review monthly financial statements, including income statements, balance sheets, and cash flow reports. Maintain and reconcile general ledger accounts, ensuring transactions are accurate, complete, and properly classified. Monitor accounting controls and ensure adherence to accounting standards and best practices. Team Development & Leadership Supervise, train, mentor, and review the work of senior and staff accountants. Collaborate with partners and staff to develop our tech stack. Promote a culture of accountability, collaboration, and continuous learning. Assist with staff development and coaching initiatives. Support recruiting and retention efforts as the firm continues to grow. Perform additional duties as needed Required Qualifications Active CPA license or Enrolled Agent (EA) credential Minimum of 5+ years of public accounting tax experience. Strong knowledge of federal and state taxation. Experience reviewing individual and business tax returns. Demonstrated tax research and planning experience. Proven experience mentoring and supervising accounting professionals. Excellent written and verbal communication skills. Strong client service mindset and professional judgment. Exceptional organizational and project management skills. Compensation & Benefits 100% employer-paid medical insurance
SIMPLE IRA
with employer contribution Paid time off and firm holidays Continuing education and professional development support CPA licensing and professional membership assistance Career advancement opportunities Flexible work arrangements A collaborative and supportive team culture
