Job Overview
Alliance Resource Group is partnering with a well-established tax and wealth management practice located in South Orange County, CA, to help them find a Senior Tax Manager. With a team of under 10 professionals, the firm specializes in tax preparation, planning, and wealth management services. This is an entrepreneurial role where you will oversee the tax side of the business, working closely with firm leadership to shape the tax practice and deliver high-quality service to clients. The firm offers paid relocation assistance for the right candidate.
As the Senior Tax Manager, you'll take ownership of the tax function and play a key role in the overall success of the firm. If you're an experienced tax professional with a strategic mindset and a passion for leadership, this is the perfect opportunity to make a meaningful impact.
Job Description ("What You’ll Do")
- Take ownership of the tax side of the business, overseeing tax preparation and planning services for individuals and businesses
- Manage and review complex tax returns, tax projections, and ensure compliance with federal, state, and local tax laws
- Identify tax planning opportunities and provide strategic guidance to clients on tax efficiency
- Lead the development and implementation of tax strategies, working closely with other teams to integrate tax and wealth management services
- Stay up-to-date on evolving tax laws and best practices, providing education and guidance to clients and the team
- Collaborate with the leadership team to drive the overall success of the firm
Qualifications ("What You’ll Bring")
- Bachelor’s Degree in Accounting and Certified Public Accountant (CPA)
- Master’s in Taxation (a plus, but not required)
- Minimum of 6+ years of experience in tax, with a strong background in individual and business tax preparation and planning
- Strong leadership and communication skills
- Proficiency in tax software, with experience in Lacerte and QuickBooks being a plus
- Detail-oriented, organized, and able to work under pressure to meet deadlines
- Ability to collaborate with cross-functional teams and contribute to firm-wide initiatives
Benefits
The firm offers a competitive benefits package, including:
- Market-level compensation based on experience
- Profit sharing contribution
- Company-paid Medical Insurance
- Paid time off
- Paid relocation assistance
