Workforce Solutions partners directly with leading small to mid-sized CPA firms across the United States to connect them with top talent in the public accounting industry. If you are looking for a Senior Tax Manager role, we can connect you with a very respected firm that will match your desired goals!
We are partnering with a highly respected CPA firm in Brea, California (just south of Los Angeles) seeking an experienced Senior Tax Manager to join their team. This firm focuses heavily on family-owned businesses, working closely with individual owners on complex tax, estate planning, and wealth management matters.
This is a highly visible, client-facing leadership role with a clear path to ownership/partner for the right individual.
What's the role?
Senior Tax Managers provide strategic leadership within the tax practice while overseeing complex engagements and developing people and processes.
Manage a portfolio of closely held business clients and serve as their trusted tax advisor
Review and oversee complex tax returns including individuals, S corporations, C corporations, and trusts
Provide strategic tax planning and advisory services with a focus on estate planning and wealth management considerations
Lead and supervise a tax team, including coordination with offshore staff (India-based team members)
Make key decisions related to client strategy, tax positions, and team development
Build and maintain strong client relationships as the primary point of contact
Mentor and develop team members while ensuring high-quality deliverables and deadlines are met
Support firm growth initiatives and contribute to long-term leadership strategy
What experience and skills do I need?
10–15+ years of experience in public accounting, with strong exposure to:
Individual taxation
S corporations & C corporations
Trusts and estate-related tax matter
Experience working with closely held or family-owned businesses is highly preferred
Background in a larger public accounting firm with at least 5–10 years in similar client environments
Proven ability to manage client relationships and communicate complex tax matters clearly
Experience supervising and leading teams (including remote or offshore staff is a plus)
Strong decision-making skills with the ability to work independently and confidently
Active CPA required; Master's in Taxation or similar advanced degree preferred
Desire and long-term interest in progressing to an ownership/partner role
Work Environment & Location
Based in Brea, CA (candidates must live within a reasonable commuting distance)
Hybrid schedule with an expectation of 3–4 days per week in the office
Collaborative, team-oriented culture with strong leadership visibility
Great Perks and Benefits
Competitive compensation aligned with experience and leadership level
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