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Tax Manager

Vista, CA 92081

Posted: 08/05/2026 Job Titles: PUBLIC - Tax Manager Job Number: 5837 Pay Rate: 160,000

Job Description

Tax Manager — Client Ownership • Leadership Visibility • Sustainable Growth
Lead complex tax engagements, develop people, and help shape a growing tax practice without getting buried in large-firm bureaucracy.

A rapidly growing boutique CPA firm in the San Diego area is adding a Tax Manager to its expanding tax team. This is a hands-on leadership role for someone who enjoys managing client relationships, reviewing complex tax work, developing staff, and identifying meaningful planning opportunities.
What You’ll Do
  • Manage tax compliance, planning, and consulting engagements for closely held businesses and high-net-worth clients
  • Serve as a primary client contact and lead communication around tax issues, planning opportunities, and engagement status
  • Review complex partnership, S-corporation, individual, trust, estate, and gift tax returns
  • Provide clear written and verbal feedback to preparers
  • Identify federal, state, and local tax issues and recommend practical solutions
  • Oversee Schedule K-1 reporting, partner basis schedules, and complex allocation matters
  • Support real estate and construction clients with depreciation, cost segregation, capital improvements, and Section 1031 exchanges
  • Manage engagement timelines, budgets, staffing, and deliverables
  • Mentor and develop senior associates and staff
  • Help improve internal processes, workflows, and technology as the practice continues to scale
What They’re Looking For
  • CPA required
  • Approximately 6–8 years of public-accounting tax experience
  • Strong background in partnership and individual taxation
  • Experience managing client relationships and leading engagements
  • Ability to review complex returns and provide effective coaching to staff
  • Strong knowledge of federal, state, and local tax regulations
  • Real estate, construction, closely held business, or high-net-worth experience preferred
  • Comfortable being both strategic and hands-on
Why Join
  • Competitive base salary plus discretionary bonus
  • Approximately 40–45 hours per week outside of busy season
  • More sustainable busy-season expectations than many larger firms
  • Direct access to partners and senior leadership
  • High visibility and meaningful influence over the growth of the tax practice
  • Hybrid schedule with strong flexibility outside of busy season
  • Opportunity to lead client relationships rather than remain behind the scenes
  • Clear advancement potential as the firm continues to grow
  • Supportive environment focused on quality work, professional development, and long-term retention

Job Requirements

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Meet Your Recruiter

David Wells
Manager, Executive Search

With almost 20 years’ experience recruiting for accounting and finance, David Wells is an accomplished executive search manager and a seasoned thought partner to Alliance’s clients. He is known for his remarkable recruiting storytelling ability, enabling organizations to translate their corporate visions into compelling narratives that attract and retain top talent. David’s expertise is deep and wide with an emphasis in strategic finance and accounting placements in the consumer packaged goods, medical device, and technology industries. He has a Juris Doctorate from Bond University in Australia and a bachelor’s degree from California State University at Fullerton.

David is an active volunteer in local youth and scholastic organizations and coaches for the AYSO. 

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About Vista, CA

Ready to take the next step in your career? Explore an array of exciting job opportunities in the vibrant, growing community surrounding Vista, California. Nestled in northern San Diego County, Vista offers a perfect blend of picturesque landscapes, a thriving economy, and a rich cultural scene. Known for its close proximity to beautiful beaches, stunning vineyards, and the famous Moonlight Amphitheatre, Vista provides an unparalleled quality of life for residents. Dive into the local art scene at the Alta Vista Gardens or catch a show at the Avo Playhouse. With a plethora of dining options showcasing diverse cuisines and easy access to outdoor activities at Guajome Regional Park and Brengle Terrace Park, Vista is the ideal place to live and work. Don't miss out on the chance to grow your career in this captivating region. Explore our job listings today!

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