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Tax Manager
Tax ManagerIDA Wealth • Carlsbad, CA, United States
Tax Manager

Tax Manager

IDA Wealth • Carlsbad, CA, United States
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Shape the future of a modern tax practice.

At IDA Tax , part of IDA Wealth , you’ll go beyond compliance work — partnering directly with high-net-worth families, entrepreneurs, and business owners to deliver proactive, strategy-driven tax advice. If you’re looking for autonomy, collaboration, and a clear path toward leadership, this is your opportunity.

What You’ll Do

  • Lead & Review : Manage complex individual, business, and trust returns, ensuring accuracy and compliance.
  • Advise & Educate : Communicate directly with clients and provide forward-thinking planning throughout the year.
  • Collaborate : Work alongside our Wealth and Retirement divisions to integrate tax with holistic financial strategies.
  • Innovate : Improve systems and workflows using our CCH Axcess stack, Redtail CRM, and Microsoft 365 suite.
  • Mentor : Guide staff and contribute to the continued growth of our team and processes.

What You Bring

  • CPA license (required) with 6+ years in public accounting or boutique tax practice.
  • Deep knowledge of individual, partnership, corporation, and trust taxation.
  • CCH Axcess or comparable software proficiency.
  • Ability to lead engagements and develop team members.
  • A client-first mindset and enthusiasm for working in a collaborative, entrepreneurial environment.

    • Why IDA

  • Impactful Work : Be part of a firm that merges tax, wealth, and retirement planning to deliver full-spectrum advice.
  • Growth Track : Defined path toward Director / Partner in a rapidly expanding RIA-owned tax practice.
  • Collaborative Culture : Supportive colleagues who value innovation and excellence.
  • Flexibility : Hybrid schedule with in-person collaboration at our Carlsbad HQ during peak seasons.
  • Comprehensive Package : $135K–$170K total comp range, 401(k), health benefits, and flexible PTO.

    • If you’re ready to bring your tax expertise into a broader advisory context — and help clients make smarter decisions year-round — we’d love to meet you.

    Seniority level

    Mid-Senior level

    Employment type

    Full-time

    Job function

    Accounting / Auditing and Finance

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    Tax Manager • Carlsbad, CA, United States

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