Senior Tax Manager at Workforce Solutions, LLC

Senior Tax Manager

We are partnering with a highly respected CPA firm in Brea, California (just south of Los Angeles) seeking an experienced Senior Tax Manager to join their team. This firm focuses heavily on family-owned businesses, working closely with individual owners on complex tax, estate planning, and wealth management matters.

This is a highly visible, client-facing leadership role with a clear path to ownership/partner for the right individual.

What's the role?

Senior Tax Managers provide strategic leadership within the tax practice while overseeing complex engagements and developing people and processes.

• Manage a portfolio of closely held business clients and serve as their trusted tax advisor
• Review and oversee complex tax returns including individuals, S corporations, C corporations, and trusts
• Provide strategic tax planning and advisory services with a focus on estate planning and wealth management considerations
• Lead and supervise a tax team, including coordination with offshore staff (India-based team members)
• Make key decisions related to client strategy, tax positions, and team development
• Build and maintain strong client relationships as the primary point of contact
• Mentor and develop team members while ensuring high-quality deliverables and deadlines are met
• Support firm growth initiatives and contribute to long-term leadership strategy

What experience and skills do I need?

• 1015+ years of experience in public accounting, with strong exposure to:
  • Individual taxation
  • S corporations & C corporations
  • Trusts and estate-related tax matters
• Experience working with closely held or family-owned businesses is highly preferred
• Background in a larger public accounting firm with at least 510 years in similar client environments
• Proven ability to manage client relationships and communicate complex tax matters clearly
• Experience supervising and leading teams (including remote or offshore staff is a plus)
• Strong decision-making skills with the ability to work independently and confidently
• Active CPA required; Master's in Taxation or similar advanced degree preferred
• Desire and long-term interest in progressing to an ownership/partner role

Work Environment & Location

• Based in Brea, CA (candidates must live within a reasonable commuting distance)
• Hybrid schedule with an expectation of 34 days per week in the office
• Collaborative, team-oriented culture with strong leadership visibility

Great Perks and Benefits

• Competitive compensation aligned with experience and leadership level
• Clear path to partner/ownership opportunity
• Flexible hybrid work model
• Comprehensive benefits package (health, retirement, PTO)
• Opportunity to work closely with clients on impactful, high-level tax strategy
• Stable, growing firm with a strong reputation in the market

So how can I be considered for these opportunities?

The first step is applying with your resume. Qualified candidates will then complete a phone screen, followed by an interview with the firm.