Tax Manager / Senior Tax Manager

An established middle-market CPA firm with multiple California offices is hiring a strong Tax Manager / Senior Tax Manager for its San Diego practice, with a genuine path to partner over the next 5-7 years as the current partner plans a phased transition toward retirement.

THE ROLE

You'll be stepping into a book of business built up over nearly two decades, roughly $2 to $2.5 million in tax fees and around 700 returns, covering real estate partnerships, multi-state work, and high-net-worth individual returns. This isn't a back-office review seat, you'll have direct client contact and ownership of engagements from day one, working alongside a partner who is looking to hand off relationships, not just workload.

The team is currently small, so expect heavy detailed review from the start, with the scope to build out the group underneath you as the practice grows into a true succession plan. You will have complete autonomy over your schedule, and trusted from day one to run things how you see fit.

WHAT YOU'LL NEED

• Active CPA license
• Around 7-10 years of tax experience, comfortable reviewing complex returns and owning client relationships.
• Solid grounding in partnerships, real estate, multi-state, and high-net-worth individual work
• Based in or firmly committed to settling in Southern California
• Big 4 background welcome if it's from high-net-worth, real estate, or service-industry groups rather than large C-corp work

WHAT'S ON OFFER

• $180,000 to $210,000 base + benefits
• Hybrid schedule, 3 days in-office and 2 remote as standard, with flexibility for the right person including adjusted hours around commute
• High autonomy, minimal oversight, you manage the workflow and the results speak for themselves
• Independent partnership structure, not private-equity owned, so partner equity means real autonomy rather than reporting up to outside ownership
• A realistic, discussed timeline to partner as the incumbent steps back over the next several years

Even if you're remotely curious, I have other tax roles across SoCal I can tell you about if this one isn't quite right.