Jobot
Tax Manager
Base pay range: $108,000.00 - $129,000.00 per year.
We are a client-focused CPA firm dedicated to providing proactive tax planning, high‑quality compliance services, and strategic advisory support to small businesses and high‑net‑worth individuals. We are committed to developing strong client relationships, delivering exceptional accuracy, and fostering a collaborative, growth‑oriented environment. We are seeking an experienced Tax Manager to lead client engagements, manage the tax team, and contribute to the continued expansion of our firm.
Benefits
Competitive salary and performance‑based bonuses.
Leadership and advancement opportunities with a clear path to Senior Manager or Partner track.
Support for CPE, professional development, and continuing education.
Flexible scheduling options outside of busy season.
A collaborative, supportive, and growing workplace environment.
Key Responsibilities Tax Compliance & Review
Review complex federal, state, and local tax returns prepared by staff.
Tax returns for high‑net‑worth individuals (1040) with multistate, investment, real estate, and pass‑through considerations.
Returns for small and mid‑size businesses, including S‑corps (1120S), partnerships (1065), LLCs, and corporations (1120).
Trust, estate, and gift tax returns as needed.
Ensure accuracy, completeness, and compliance with current tax laws.
Oversee estimated tax calculations and year‑end projections for clients.
Client Advisory & Relationship Management
Serve as the primary client advisor on tax matters, offering proactive solutions and planning opportunities.
Lead client meetings and communicate complex tax concepts in a clear, client‑friendly manner.
Build and maintain long‑term client relationships with business owners, executives, and high‑net‑worth individuals.
Tax Planning & Research
Develop and implement tax strategies for business owners, multi‑entity structures, real estate investors, and high‑net‑worth families.
Monitor and interpret changes in tax laws and evaluate their impact on clients.
Leadership & Team Management
Supervise and mentor tax associates and senior associates.
Manage staff assignments, project timelines, and workflow during busy seasons and throughout the year.
Provide training, coaching, and ongoing development for team members.
Lead process improvements to enhance efficiency, accuracy, and client service delivery.
Firm Operations & Growth
Assist partners with strategic planning, business development, and practice management initiatives.
Support onboarding of new clients and help refine internal systems and processes.
Contribute to maintaining a positive, collaborative, and high‑performance culture.
Qualifications Required
Bachelor’s degree in Accounting, Finance, or related field.
6+ years of public accounting tax experience with progressive responsibility.
Extensive experience reviewing individual, partnership, and corporate tax returns.
Strong technical knowledge of federal and state tax regulations.
Proven ability to manage client relationships and lead staff.
Excellent analytical, organizational, and communication skills.
Proficiency in tax software and Microsoft Excel.
Exceptional phone etiquette when communicating with clients.
Preferred
Active CPA license (strongly preferred).
Experience with high‑net‑worth individuals, multi‑entity structures, and small business owners.
Familiarity with QuickBooks.
Background in real estate taxation, estate planning concepts, or multi‑state tax issues.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
By applying for this job, you agree to receive calls, AI‑generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here jobot.com/privacy-policy
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We are a client-focused CPA firm dedicated to providing proactive tax planning, high‑quality compliance services, and strategic advisory support to small businesses and high‑net‑worth individuals. We are committed to developing strong client relationships, delivering exceptional accuracy, and fostering a collaborative, growth‑oriented environment. We are seeking an experienced Tax Manager to lead client engagements, manage the tax team, and contribute to the continued expansion of our firm.
Benefits
Competitive salary and performance‑based bonuses.
Leadership and advancement opportunities with a clear path to Senior Manager or Partner track.
Support for CPE, professional development, and continuing education.
Flexible scheduling options outside of busy season.
A collaborative, supportive, and growing workplace environment.
Key Responsibilities Tax Compliance & Review
Review complex federal, state, and local tax returns prepared by staff.
Tax returns for high‑net‑worth individuals (1040) with multistate, investment, real estate, and pass‑through considerations.
Returns for small and mid‑size businesses, including S‑corps (1120S), partnerships (1065), LLCs, and corporations (1120).
Trust, estate, and gift tax returns as needed.
Ensure accuracy, completeness, and compliance with current tax laws.
Oversee estimated tax calculations and year‑end projections for clients.
Client Advisory & Relationship Management
Serve as the primary client advisor on tax matters, offering proactive solutions and planning opportunities.
Lead client meetings and communicate complex tax concepts in a clear, client‑friendly manner.
Build and maintain long‑term client relationships with business owners, executives, and high‑net‑worth individuals.
Tax Planning & Research
Develop and implement tax strategies for business owners, multi‑entity structures, real estate investors, and high‑net‑worth families.
Monitor and interpret changes in tax laws and evaluate their impact on clients.
Leadership & Team Management
Supervise and mentor tax associates and senior associates.
Manage staff assignments, project timelines, and workflow during busy seasons and throughout the year.
Provide training, coaching, and ongoing development for team members.
Lead process improvements to enhance efficiency, accuracy, and client service delivery.
Firm Operations & Growth
Assist partners with strategic planning, business development, and practice management initiatives.
Support onboarding of new clients and help refine internal systems and processes.
Contribute to maintaining a positive, collaborative, and high‑performance culture.
Qualifications Required
Bachelor’s degree in Accounting, Finance, or related field.
6+ years of public accounting tax experience with progressive responsibility.
Extensive experience reviewing individual, partnership, and corporate tax returns.
Strong technical knowledge of federal and state tax regulations.
Proven ability to manage client relationships and lead staff.
Excellent analytical, organizational, and communication skills.
Proficiency in tax software and Microsoft Excel.
Exceptional phone etiquette when communicating with clients.
Preferred
Active CPA license (strongly preferred).
Experience with high‑net‑worth individuals, multi‑entity structures, and small business owners.
Familiarity with QuickBooks.
Background in real estate taxation, estate planning concepts, or multi‑state tax issues.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
By applying for this job, you agree to receive calls, AI‑generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here jobot.com/privacy-policy
#J-18808-Ljbffr