Senior Tax Manager

About the Firm

We are representing a well-established local CPA practice in the Westlake Village area that provides tax compliance, planning, and advisory services to individuals and businesses. The practice is backed by a network of CPA firms, which gives it the resources and stability of a larger organization while keeping the close client relationships and collaborative culture of a boutique firm. Leadership is investing in modern tools, including practice management platforms and AI-enabled tax technology, and is building the next generation of firm leaders.

About the Role

Our client is seeking an experienced Senior Tax Manager who wants a clear path to partnership. This person will provide day-to-day leadership of the tax practice, serve as a senior and final reviewer on individual and business returns, and take on a growing share of client relationships over time. The role is designed for someone who is ready to lead, develop a team, and help shape how the practice grows.

The ideal candidate is a technically strong CPA who enjoys mentoring others, builds trust with clients quickly, and is energized by the opportunity to become an owner in a growing firm.

Key Responsibilities

• Provide day-to-day leadership of the tax practice, including workflow, deadlines, and quality control
  

• Perform senior and final review of individual and business tax returns
  

• Own and grow a book of client relationships, serving as a trusted advisor on compliance and planning
  

• Lead proactive tax planning conversations with individual and business clients
  

• Lead, mentor, and develop managers, seniors, and staff
  

• Partner with firm leadership on practice growth, process improvement, and technology adoption
  

• Research complex tax issues and develop well-supported recommendations
  

• Take on increasing firm leadership responsibilities on a defined path to partner
  

Requirements

• Active CPA license required
  

• 10+ years of public accounting tax experience
  

• Strong senior review experience across individual and business returns
  

• Proven experience leading and developing a tax team
  

• Track record of owning and growing client relationships
  

• Lacerte experience strongly preferred
  

• Comfort with technology, including practice management platforms such as Karbon and AI-enabled tax tools
  

• Midsize or regional CPA firm background preferred
  

• Ambition to move into partnership
  

Benefits

• $180k-$200k base salary, commensurate with experience
  

• Staff bonus program
  

• Healthcare benefits
  

• 401(k)
  

• Paid time off
  

• Busy-season overtime
  

• Defined path to partnership