Part-Time Tax Manager

Job description

Job Type: Part-time

Location: Carlsbad, CA

Schedule: 20 hours/week off-season, 40 hours/week busy season

Work Arrangement: Remote

Compensation: $67 – $85/hour (Depending on Experience)

We are a growing CPA firm based in Carlsbad, CA, providing high-quality tax compliance, accounting, and advisory services to individuals and small businesses. We are seeking an experienced Tax Manager with strong technical knowledge, critical thinking skills, and the ability to develop practical solutions to complex tax matters.

The Tax Manager will primarily review individual and business tax returns, oversee tax planning projects, and provide technical guidance and training to our tax team. The ideal candidate is technically strong, highly organized, and committed to delivering high-quality work and excellent client service.

• Review individual (Form 1040) tax returns
• Review business returns (1120, 1120S, 1065)
• Review exempt orgs & fiduciary returns as needed
• Review & Oversee Tax Planning Projects
• Provide training to the team as necessary
• Oversee the resolution of Tax Notices
• Oversee tax return documentation and related client communications
• Contribute to tax strategies & advisory services
• Meet filing deadlines while maintaining high accuracy standards
• Uphold strict confidentiality and professional ethics

• Minimum 5 years of recent public accounting tax experience, including at least 2 years of substantial tax return review experience and experience providing technical guidance or training to tax team members.
• Experience with small businesses and real estate taxation
• Experience with individual taxation. Experience with equity compensation preferred.
• Proficiency with tax preparation software and Microsoft Office applications; experience with CCH Axcess Tax preferred.
• Excellent knowledge of federal and California tax regulations
• Ability to independently research complex tax matters, evaluate alternative tax treatments, and clearly communicate conclusions and recommendations.
• High attention to detail and accuracy
• Excellent time management skills
• Ability to work independently
• CPA or EA license required

• Part-Time with Benefits. Eligible for benefits at 20hrs/week.
• Eligibility for an Annual Bonus up to 5%
• Simple IRA plan
• Firm-provided computer equipment
• Streamlined CCH Axcess Tax Software platform
• Professional and respectful work environment

Local candidates preferred for periodic in-person collaboration.

Final candidates will be subject to a background check due to the confidential and financial nature of this role.