Tax Manager

CPA Tax Manager
Confidential Client

About the Client
Our client is an international CPA and advisory firm with headquarters in Southern California. The firm operates at the intersection of U.S. and international tax, delivering integrated tax, accounting, and advisory services for real estate investors, entrepreneurs, high-net-worth individuals, and cross-border clients.

They support both businesses and individual owners, offering clear communication, proactive service, and long-term relationship building. The team values ownership, integrity, and mutual support, and is committed to helping clients navigate complex tax environments with confidence.

The Opportunity
We are recruiting a CPA Tax Manager to lead and grow the U.S. tax practice. This senior role blends technical expertise, leadership, and hands-on involvement. You will work closely with firm partners, guide a growing team, and serve as a trusted point of contact for key clients.

This is a new position within the U.S. practice and will shape the long-term structure and operations of the department. It is a strong fit for someone who is technically strong, self-managed, reliable, and motivated to help build a practice during a period of planned growth.

Key Responsibilities
• Oversee recurring reporting, client trackers, and deliverables with consistency and accuracy
• Manage and mentor tax staff, oversee task allocation, and maintain internal and client deadlines
• Lead and review individual, partnership, corporate (1120/1120-S), and trust tax returns using Lacerte and QuickBooks Online
• Prepare and review projections and estimated payments
• Lead and review foreign informational filings including 5471, 5472, and related schedules
• Assess GILTI exposure and prepare foreign tax elections such as Section 962
• Review workpapers and schedules for individual and business returns with varying complexities
• Oversee preparation and review of Compilation Engagements and Reviews
• Partner with international colleagues on expat filings and U.S. compliance for foreign asset holders
• Serve as a primary contact for high-value clients with clear and responsive communication
• Deliver strategic tax planning for real estate, high-net-worth, investment structures, and cross-border matters
• Support business advisory projects, due diligence, and growth-focused initiatives
• Represent clients in IRS and state tax audits and correspondence

Required Qualifications
• Active CPA license (or in good standing)
• 5+ years in public accounting with proven experience preparing and reviewing U.S. tax returns
• Strong technical knowledge across individual, partnership, and corporate tax
• Experience with international tax compliance forms
• Proficiency in Lacerte, QuickBooks Online, and Excel/Google Sheets
• Experience managing staff and complex workflows

Preferred Attributes
• Strong technical depth and attention to detail
• Reliable, independent, and consistent in follow-through
• Clear and confident communicator with clients and internal teams
• Organized and deadline-driven
• Comfortable delegating, mentoring, and guiding junior staff
• Analytical and resourceful problem solver
• Commercial mindset with an understanding of how clients operate
• Comfortable working with cloud-based tools and workflow systems
• Ownership mindset with commitment to high-quality work

Tools & Technology
• Lacerte
• QuickBooks Online
• Google Workspace
• Workflow and project management systems

Compensation & Benefits
• Salary range: $125,000 to $145,000, commensurate with experience
• Performance-based bonus
• Generous paid time off, including Jewish holidays
• Ongoing professional development support
• Hybrid or remote flexibility for the right candidate