Tax Manager, CPA Firm - Complex Returns & Advising
Overview
Own the tax review desk at a 30-year CPA firm serving 100+ small business clients across construction, real estate, and medical industries. You will review complex federal and California returns, advise on planning, and collaborate with CPAs on technical issues. This part-time, per-diem role offers flexibility and direct client impact, with work on Lacerte and QuickBooks.
What You'll Do6
- 1Review complex individual, partnership, corporate, and trust tax returns for accuracy and compliance.
- 2Advise clients on tax planning strategies to minimize liabilities and align with their financial goals.
- 3Communicate with clients to explain tax positions and answer questions on returns and audits.
- 4Stay current on federal and California tax law changes and planning opportunities.
- 5Collaborate with fellow CPAs to resolve technical tax issues and ensure firm-wide consistency.
- 6Maintain strict client confidentiality and ethical standards per AICPA guidelines.
Requirements6
- 17+ years of recent CPA office experience in tax preparation of complex returns.
- 2Active CPA or EA certification.
- 3Up-to-date knowledge of federal and California tax regulations and laws.
- 4Ability to research and solve tax issues independently or with fellow CPAs.
- 5Proficiency with Lacerte Tax Software and QuickBooks (Online & Desktop).
- 6Collaborative, team-oriented mindset with strong communication skills.
Salary Insight
$183k per year
Location
Required Skills
Similar open positions
Explore active roles that match your skills and interests.
Everforth, Cybercoders
VerifiedTax Manager, High Net Worth & Trusts
You will own tax services for high net worth clients at a multi-billion dollar RIA, preparing and reviewing complex returns. You will own federal, state, and local tax compliance, projections, and notice resolution. You will join a collaborative team of advisors and tax professionals, working hybrid from Walnut Creek, CA. This role stands out for its client-facing advisory focus and private equity backing.
Everforth, Cybercoders
VerifiedTax Manager, Corporate Tax & Planning
Tax Manager owning end-to-end compliance and strategic tax planning for a premier Sacramento firm with a $135,000-$170,000 base salary. You'll lead and mentor a dedicated tax team, driving quarterly and annual processes while partnering with accounting, legal, and operations to align tax strategy with business goals. This role stands out for its high-impact advisory work, direct mentorship opportunities, and hybrid schedule in Sacramento.
PT&C Group LLC
VerifiedTax Manager, CPA & Partnership Tax
You will own tax review, client advisory, and team leadership for a growing firm with 50+ offices across 15 states. You will manage office workflow, lead client engagements, and become the relationship owner for a portfolio of small and medium-sized businesses. Collaborating with a local leadership team, you will drive growth and operational strategies while coaching staff. This hybrid role in Annapolis, MD offers flexibility and advancement in a rapidly growing professional services firm.
Beebout Williams & Olds CPAs
VerifiedTax Associate - Public Accounting Firm
Tax Associate at Beebout Williams & Olds CPAs leads return preparation within a pod structure. This role focuses on delivering client service while supporting tax strategy discussions. It emphasizes growth toward licensure and offers competitive compensation.
Everforth, Cybercoders
VerifiedTax Senior, Flow-Through Entities & High-Net-Worth Tax
You will lead tax return preparation and review for a West Coast CPA firm, owning complex returns for high-net-worth individuals and pass-through entities. The firm is expanding across Los Angeles and the Bay Area, focusing on advisory work, not routine compliance. You'll join a team of experienced tax professionals and mentor staff. This role is a manager-track position with a clear path to growth, starting fully onsite and transitioning to hybrid.
Everforth, Cybercoders
VerifiedSenior Tax Manager, Remote Public Accounting
Lead tax review and technical strategy at a remote-first boutique firm with a national client book. You will own complex entity tax reviews, including S-Corps, C-Corps, and partnerships, for clients ranging from $10M-$100M in revenue. Collaborate with a team of 45 in a fully producing environment where everyone preps returns. This role offers a fully remote schedule, employer-paid family benefits, and a 401k with 6% match. Stand out by applying advanced 754 elections and 1031 exchanges knowledge to diverse industries.