Senior Tax Manager
Strategic Employment Partners SEP · Santa Barbara, California, United States
FULL TIMEpermanent
Job Description
Senior Tax Manager – Review & Client ServicesSanta Barbara, CA | In-Office | $185,000 – $235,000 base + up to 10% discretionary bonus
Do not pass up this chance, apply quickly if your experience and skills match what is in the following description.
A growing, integrated tax and wealth management firm is adding a Senior Tax Manager to its Santa Barbara office. The tax practice has deep local roots and long-standing client relationships, and the team has stayed remarkably stable through the firm’s recent growth. Clients get a more connected approach to their financial lives, and the tax team has broader resources than a standalone CPA firm.
The RoleYou’ll be the senior technical reviewer and signer on the tax team. You’ll review federal and state returns across individual, partnership, S-Corp, C-Corp, trust, and estate filings, and sign returns as part of the review process. You’ll be the go-to resource when staff hit a technical question, and a familiar face for long-standing clients who still prefer to sit down in person. The firm values quality of work over billable-hour metrics.
This is an in-office position in Santa Barbara, with occasional remote days. The firm wants someone who is present and part of the day-to-day team.
What They’re Looking ForActive CPA license (California preferred)12+ years of public accounting and tax experience, with deep review and signing experienceStrong technical depth across individual and entity returns, with trust and estate experience a plusA technical go-to for staff, with informal mentoring of junior preparersStrong client communication skills, and comfort meeting clients in personLocal to Santa Barbara or genuinely open to being in-officeGood xzbcwsv to HaveCCH Axcess Tax and Engagement experience (not required, since the firm cares most about tax knowledge and review depth)IRS audit or controversy experienceCompensation & Logistics$185,000 – $235,000 base, plus up to a 10% discretionary bonus based on company and individual performanceCPE allowance and license reimbursementMedical, dental, and vision, plus a 401(k) with company matchRelocation assistance may be available for the right candidate outside the area
Do not pass up this chance, apply quickly if your experience and skills match what is in the following description.
A growing, integrated tax and wealth management firm is adding a Senior Tax Manager to its Santa Barbara office. The tax practice has deep local roots and long-standing client relationships, and the team has stayed remarkably stable through the firm’s recent growth. Clients get a more connected approach to their financial lives, and the tax team has broader resources than a standalone CPA firm.
The RoleYou’ll be the senior technical reviewer and signer on the tax team. You’ll review federal and state returns across individual, partnership, S-Corp, C-Corp, trust, and estate filings, and sign returns as part of the review process. You’ll be the go-to resource when staff hit a technical question, and a familiar face for long-standing clients who still prefer to sit down in person. The firm values quality of work over billable-hour metrics.
This is an in-office position in Santa Barbara, with occasional remote days. The firm wants someone who is present and part of the day-to-day team.
What They’re Looking ForActive CPA license (California preferred)12+ years of public accounting and tax experience, with deep review and signing experienceStrong technical depth across individual and entity returns, with trust and estate experience a plusA technical go-to for staff, with informal mentoring of junior preparersStrong client communication skills, and comfort meeting clients in personLocal to Santa Barbara or genuinely open to being in-officeGood xzbcwsv to HaveCCH Axcess Tax and Engagement experience (not required, since the firm cares most about tax knowledge and review depth)IRS audit or controversy experienceCompensation & Logistics$185,000 – $235,000 base, plus up to a 10% discretionary bonus based on company and individual performanceCPE allowance and license reimbursementMedical, dental, and vision, plus a 401(k) with company matchRelocation assistance may be available for the right candidate outside the area
Details
| Company | Strategic Employment Partners SEP |
| Location | Santa Barbara, California, United States |
| Type | FULL TIME |
| Niche | finance |
| Experience | permanent |