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. The firm is investing in modern systems, including practice management platforms and AI-enabled tools, and offers real room to grow.

About the Role

Our client is seeking a hands-on Tax Manager who enjoys both the technical work and the people side of public accounting. This person will prepare and review returns and workpapers, own a group of client engagements, and supervise and mentor staff. The Tax Manager will work closely with firm leadership and play an active part in improving how the practice operates.

The ideal candidate is a collaborative CPA who takes ownership, communicates well with clients, and is interested in taking on more responsibility as the firm grows.

Key Responsibilities

• Prepare and review individual and business tax returns and supporting workpapers
  

• Own client engagements from planning through delivery, serving as a primary point of contact
  

• Supervise, review, and mentor staff and seniors
  

• Work closely with firm leadership on workflow, deadlines, and quality control
  

• Identify tax planning opportunities and communicate recommendations to clients
  

• Research tax issues and document well-supported conclusions
  

• Help implement and improve systems, including practice management and AI-enabled tools
  

Requirements

• Active CPA license required
  

• Approximately 8 to 12 years of public accounting experience
  

• Strong preparation, review, and workpaper skills across individual and business returns
  

• Experience supervising and mentoring staff
  

• Experience owning client relationships and engagements
  

• Collaborative, hands-on working style
  

• Midsize or regional CPA firm background preferred
  

• Experience with Karbon or other systems implementation a plus
  

• Openness to AI tools and new technology
  

• Interest in growing responsibility over time
  

Benefits

• $135k-$150k base salary, commensurate with experience
  

• Staff bonus program
  

• Healthcare benefits
  

• 401(k)
  

• Paid time off
  

• Busy-season overtime
  

• Opportunity for long-term growth within the firm