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Senior Tax Manager

San Juan Capistrano, CA 92693

Posted: 03/10/2025 Job Titles: PUBLIC - Tax Director, PUBLIC - Tax Manager Job Number: 5408 Pay Rate: 200,000

Job Description


Alliance Resource Group has exclusively partnered with a boutique tax and wealth management firm in South OC that is looking to hire a senior tax manager. Ideally, this senior tax manager will be one of the firm's next partners. 

If you are an experienced tax professional with a strong work ethic that is looking to lead a growing, profitable CPA practice, then you may be right for this position.

Job Description ("What You’ll Do")
  • Facilitate and manage the preparation and review of Individual and Business Tax Returns
  • Review tax returns and quarterly/yearly tax projections
  • Manage members of the tax team as they prepare components of the tax returns and other tax filings/documents
  • Prepare complex tax returns and identify tax planning opportunities
  • Complete continuing education courses and stay up to date on tax law
  • Collaborate and coordinate with wealth management team to maximize value-add services

Qualifications ("What You’ll Bring")
  • Bachelor’s Degree in Accounting and Certified Public Accountant (CPA)
  • Masters in taxation, a plus not a necessity
  • Minimum of 6+ years of experience in tax work and accounting software experience
  • Working knowledge of Lacerte and QuickBooks (helpful, but not required)
  • Excellent verbal and written communication skills with strong customer service skills
  • Must be well-organized, accurate, and detail-oriented
  • Ability to multi-task, work well under pressure, and meet deadlines

Benefits
  • Profit sharing contribution
  • Company-paid Medical Insurance
  • Paid time off
  • Paid relocation assistance

Meet Your Recruiter

Chloe Bachner, CPA
Manager, Executive Search

Chloe Bachner specializes in recruiting top talent for Alliance’s Private Equity & Family Office Solutions Division. She is known for her laser precision in assessing each organization’s unique needs and sourcing candidates with the specific technical skills and personal characteristics required for long-term success.

With experience in financial executive search and a strong technical foundation in accounting, Chloe is an incredible strategic partner to Alliance’s clients and candidates. Before joining Alliance, Chloe was a recruiter for a large regional public accounting firm. A former Big Four CPA, she holds both a master’s degree in accountancy and a bachelor’s degree in accountancy from the University of San Diego.

She is a huge animal advocate and enjoys volunteering at local canine rescue organizations and walking on the beach with her dog, Kona.

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About San Juan Capistrano, CA

Discover your next career opportunity in the vibrant area surrounding San Juan Capistrano, California! Nestled in Orange County, this picturesque location offers not only stunning coastal views but also a thriving job market ripe with growth potential. From the historic Mission San Juan Capistrano to the acclaimed galleries in Laguna Beach, the region boasts a unique blend of culture and charm. With proximity to top-notch dining spots, such as Ramos House Cafe, and nearby attractions like Mission Viejo Lake and the Irvine Spectrum Center, working in this area means immersing yourself in a community that values work-life balance. Explore our job listings today and unlock the door to a fulfilling career in this dynamic and enchanting region.