Tax Senior / Tax Manager

About Us We are a growing, dynamic CPA firm experiencing exciting expansion and looking for talented professionals to join our team. Our firm prides itself on delivering exceptional tax services while maintaining a tight-knit, highly collaborative culture where every team member's contribution matters. Position Overview We are seeking an experienced Tax Senior or Tax Manager to join our client-facing team. This is an excellent opportunity for a motivated tax professional who wants to grow with a firm that values expertise, collaboration, and client service excellence. Key Responsibilities Prepare and review complex individual and business tax returns across multiple entity types (1040, 1120, 1120S, 1065, 990, etc.) Manage client relationships and serve as primary point of contact for assigned clients Research and resolve complex tax issues Provide tax planning and advisory services to clients Review work prepared by staff accountants and provide mentorship Ensure compliance with all tax regulations and filing deadlines Communicate effectively with clients regarding tax matters, strategies, and planning opportunities Assist with firm growth initiatives and business development as opportunities arise. Required Qualifications CTEC, EA, or CPA credential (active and in good standing) Minimum 5 years of progressive tax preparation and review experience Strong technical knowledge of individual and business taxation Proven ability to prepare and review tax returns with accuracy and efficiency Excellent communication skills – both written and verbal Professional demeanor and client service orientation Strong attention to detail and organizational skills Ability to work independently and collaboratively in a team environment Ability to manage multiple priorities and meet deadlines Preferred Qualifications Experience with ProConnect Tax Online Experience with TaxDome practice management software Experience mentoring or supervising junior staff Tax research experience What We Offer Competitive compensation commensurate with experience Growth opportunities – we're expanding and investing in our people Tight-knit, collaborative team environment Professional development and continuing education support Opportunity to work directly with clients and build lasting relationships Work-life balance initiatives Why Join Us? This is more than just a job – it's an opportunity to be part of a growing firm where your expertise is valued and your career can flourish. We believe in promoting from within and investing in our team members' success. Job Type: Full-time Work Location: Hybrid remote in Aliso Viejo, CA 92656