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Senior Tax Manager

Remote / Online - Candidates ideally in
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
Salary/Wage Range or Industry Benchmark: 125000 - 150000 USD Yearly USD 125000.00 150000.00 YEAR
Job Description & How to Apply Below
SENIOR TAX MANAGER

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
    :
    We’re seeking a strategic tax professional for a high-level leadership role!
  • Career Pathway
    :
    We offer significant opportunities for career advancement including partnership.
  • Team Approach
    :
    Work directly with senior leadership and clients alike.
  • Our Culture
    :
    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
Qualifications:
  • 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
Benefits:
  • 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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