Senior Tax Manager

Senior Tax Manager – Collaborative, People-First CPA Firm | 100% Paid Benefits | On-Site in San Dimas

Salary $150,000 - $210,000 per year.

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.

• 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.

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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

Interested in hearing more? Easy Apply now by clicking the "Easy Apply" button.

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.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider…