Whitman Advisory Job Community
Senior Tax Manager – Partner Track (Thousand Oaks, CA)
Whitman Advisory Job Community, Thousand Oaks, California, United States, 91362
Senior Tax Manager – Partner Track (Thousand Oaks, CA)
Reports to: Managing Partner.
Location: Thousand Oaks, California (Greater Los Angeles Area).
About the Firm
We are a family‑office‑backed network of established CPA firms across the U.S., built on a national platform designed for long‑term growth and innovation. We combine the stability of traditional public accounting with the energy and upside of a modern, growth‑focused firm.
Position Summary
We are seeking a Senior Tax Manager to lead client engagements, strengthen relationships, and actively support the growth of our California practice. This is a leadership‑track position ideal for a technically strong tax professional who enjoys complex tax work, mentoring, and business development, and is interested in building something larger than themselves. The role offers a direct path to partner within a national platform that rewards initiative, collaboration, and long‑term contribution.
Key Responsibilities
Provide technical leadership:
Manage and review complex business, partnership, and individual tax engagements, ensuring high‑quality, compliant deliverables.
Advise proactively:
Deliver strategic tax planning and structuring guidance for closely held businesses, partnerships, and high‑net‑worth clients.
Develop new business:
Identify and pursue opportunities with existing and prospective clients; network within the community and industry groups to expand visibility and the client base.
Strengthen relationships:
Serve as a trusted advisor, building deep, long‑term client relationships based on expertise, responsiveness, and results.
Lead and mentor:
Supervise, coach, and develop managers, seniors, and staff, fostering both technical excellence and leadership readiness.
Collaborate strategically:
Partner with firm leadership to execute regional growth plans, expand service offerings, and enhance profitability.
Innovate and improve:
Contribute to process efficiency, technology integration, and the advancement of firm best practices.
Engage nationally:
Work with colleagues across the firm’s network to support multi‑location clients and platform‑wide initiatives.
Support advisory work:
Assist clients with transactions, entity restructuring, and multi‑state compliance as advisory services expand.
Qualifications
Active CPA license required.
8–12 years of progressive public accounting experience with deep expertise in taxation.
Proven success in client relationship management and business development.
Strong technical proficiency in federal and state tax law, including multi‑state experience.
Excellent leadership, communication, and project management skills.
Entrepreneurial mindset and enthusiasm for practice growth and long‑term equity‑like participation.
Why Join
Competitive salary and performance bonus.
Long‑term incentive plan tied to future firm growth.
Ongoing education and CPA‑related support.
401(k), healthcare, and PTO.
Collaborative, service‑first culture that values integrity, innovation, and growth.
Direct path to Partner, with hands‑on mentorship and real upside tied to firm performance.
Interested or know someone who fits? Let’s connect.
#J-18808-Ljbffr
Location: Thousand Oaks, California (Greater Los Angeles Area).
About the Firm
We are a family‑office‑backed network of established CPA firms across the U.S., built on a national platform designed for long‑term growth and innovation. We combine the stability of traditional public accounting with the energy and upside of a modern, growth‑focused firm.
Position Summary
We are seeking a Senior Tax Manager to lead client engagements, strengthen relationships, and actively support the growth of our California practice. This is a leadership‑track position ideal for a technically strong tax professional who enjoys complex tax work, mentoring, and business development, and is interested in building something larger than themselves. The role offers a direct path to partner within a national platform that rewards initiative, collaboration, and long‑term contribution.
Key Responsibilities
Provide technical leadership:
Manage and review complex business, partnership, and individual tax engagements, ensuring high‑quality, compliant deliverables.
Advise proactively:
Deliver strategic tax planning and structuring guidance for closely held businesses, partnerships, and high‑net‑worth clients.
Develop new business:
Identify and pursue opportunities with existing and prospective clients; network within the community and industry groups to expand visibility and the client base.
Strengthen relationships:
Serve as a trusted advisor, building deep, long‑term client relationships based on expertise, responsiveness, and results.
Lead and mentor:
Supervise, coach, and develop managers, seniors, and staff, fostering both technical excellence and leadership readiness.
Collaborate strategically:
Partner with firm leadership to execute regional growth plans, expand service offerings, and enhance profitability.
Innovate and improve:
Contribute to process efficiency, technology integration, and the advancement of firm best practices.
Engage nationally:
Work with colleagues across the firm’s network to support multi‑location clients and platform‑wide initiatives.
Support advisory work:
Assist clients with transactions, entity restructuring, and multi‑state compliance as advisory services expand.
Qualifications
Active CPA license required.
8–12 years of progressive public accounting experience with deep expertise in taxation.
Proven success in client relationship management and business development.
Strong technical proficiency in federal and state tax law, including multi‑state experience.
Excellent leadership, communication, and project management skills.
Entrepreneurial mindset and enthusiasm for practice growth and long‑term equity‑like participation.
Why Join
Competitive salary and performance bonus.
Long‑term incentive plan tied to future firm growth.
Ongoing education and CPA‑related support.
401(k), healthcare, and PTO.
Collaborative, service‑first culture that values integrity, innovation, and growth.
Direct path to Partner, with hands‑on mentorship and real upside tied to firm performance.
Interested or know someone who fits? Let’s connect.
#J-18808-Ljbffr