A bit about us :
Are you a seasoned tax leader who thrives on collaboration, mentorship, and hands‑on client relationships? Our San Dimas‑based CPA firm is growing, and we’re seeking a Senior Tax Manager who values meaningful work, a supportive team culture, and the opportunity to make a visible impact—every day, in person.
This role is ideal for top public accounting talent living in or near the Inland Empire, North Orange County, Pomona Valley, or San Gabriel Valley who want a long‑term home with a firm that truly invests in its people.
Why join us?
- Full‑time, in‑office collaboration that strengthens client relationships, deepens mentorship, and helps accelerate your path toward leadership.
- Diverse client base that keeps work engaging and continually growing your expertise.
- Clear career growth opportunities, including partner track for those who want it.
- 100% employer‑paid benefits
- 401(k) with employer match
- Weekly Friday lunches
- Employer‑paid trips & team events
- Cash bonuses + discretionary bonuses
- A firm culture built on respect, teamwork, and doing great work—without sacrificing quality of life.
Job Details
Position Summary
As a Senior Tax Manager, you will oversee a portfolio of high‑value clients, provide proactive tax planning and advisory services, and lead a team of tax professionals. You’ll play a critical role in managing compliance, reviewing complex tax returns, and developing strategies that help clients make confident, informed financial decisions.
Key Responsibilities
Client Management & Advisory
Serve as the primary point of contact for assigned clients, fostering strong and lasting relationships.Provide expert tax guidance and identify opportunities for optimization and risk mitigation.Advise clients on tax implications of transactions, including mergers, acquisitions, and restructurings.Tax Compliance & Review
Manage and review complex federal and state tax returns for individuals, partnerships, corporations, and trusts.Ensure timely and accurate filings, maintaining compliance with all federal, state, and local regulations.Oversee and review work prepared by tax staff for accuracy and completeness.Tax Planning
Develop proactive tax strategies that minimize liabilities and enhance overall tax efficiency.Stay current on tax laws and regulations to ensure clients receive up‑to‑date, forward‑thinking advice.Counsel clients on tax‑efficient planning related to investments, real estate, business structure, and succession.Leadership & Mentorship
Lead, mentor, and develop junior staff, fostering a culture of growth and collaboration.Manage project workflows, ensure deadlines are met, and uphold the firm’s standards of excellence.Participate in staff evaluations, recruitment efforts, and performance management.Business Development
Identify opportunities to expand client relationships and attract new business.Assist with proposals, presentations, and representing the firm at industry and community events.Champion the firm’s brand and reputation within the local market.Qualifications
Bachelor’s degree in Accounting, Finance, or related field (Master’s in Taxation preferred).CPA license or EA required.8–10+ years of tax experience within public accounting or a CPA firm.Strong technical expertise across federal, state, and local tax regulations.Proficiency with tax preparation software, accounting systems, and Microsoft Office.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.
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