Senior Tax Manager
Remote / Online - Candidates ideally in
Santa Ana, Orange County, California, 92701, USA
Listed on 2026-11-07
Santa Ana, Orange County, California, 92701, USA
Listing for:
Robertson & Associates CPAs
Full Time, Remote/Work from Home
position Listed on 2026-11-07
Job specializations:
-
Accounting
Accounting Manager, Public Accounting, Accounting & Finance, Tax Accountant
Job Description & How to Apply Below
Position can be located at our Ukiah or Lakeport, CA office locations.
Candidates seeking fully remote work are encouraged to apply.
Why Robertson & Associates, CPAs?- We’re Growing
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We’re seeking a strategic tax professional for a high-level leadership role! - Career Pathway
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We offer significant opportunities for career advancement including partnership. - Team Approach
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Work directly with senior leadership and clients alike. - Our Culture
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We provide an ideal work-life balance with flexible schedules, limited overtime during busy season (paid at 1.5x), a supportive environment and remote work.
Robertson & Associates, CPAs, a full-service public accounting firm with offices in Lakeport, CA and Ukiah, CA, provides tax, accounting, audit, and business advisory services to small to mid-size closely held businesses and individuals. We are currently seeking a dedicated team player with 8+ years of recent public accounting tax experience to oversee the tax department, lead complex tax engagements, mentor staff and provide strategic tax planning to our diverse clientele.
Responsibilities:- Tax Services – Prepare and review complex tax engagements for individuals, businesses, partnerships, and trusts & estates
- Accounting Services - Lead engagements throughout all phases of tax and accounting including high level tax research, sophisticated tax planning and resolving complex tax and accounting issues
- Staff Supervision – Oversee, train and mentor tax managers and staff accountants
- Client Relationships – Consult with the firm’s premier clients and build client relationships
- 8+ years of progressive public accounting tax experience with 2+ years in a supervisory role
- CPA license or EA designation required
- Proven track record of successfully managing and training accounting personnel
- Strong communication, organizational, analytical and PC skills including Microsoft Office and tax software proficiency (Ultra Tax software proficiency is a plus)
- Detail-oriented with the ability to manage multiple priorities, communicate effectively with clients and all levels of staff and develop strong client relationships
- Competitive compensation of $125,000-$150,000/year, commensurate with experience
- Hourly equivalent compensation, meaning all busy season overtime is paid at 1.5x base rate
- Health, dental and vision insurance fully covered by the firm
- 401(k) plan with employer match
- Paid CPE, licensing and leadership training
- Clear pathway for career advancement including partnership potential
- Work/life balance with generous PTO and vacation time, truly flexible schedules and remote work arrangements
- Family-friendly, relaxed and collaborative office environment
Robertson & Associates, CPAs is an Equal Opportunity Employer.
Position Requirements
10+ Years
work experience
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