Senior Tax Manager - Brea Area

Workforce Solutions partners directly with leading small to mid-sized CPA firms across the United States to connect them with top talent in the public accounting industry. If you are looking for a Senior Tax Manager role, we can connect you with a very respected firm that will match your desired goals! We are partnering with a highly respected CPA firm in Brea, California (just south of Los Angeles) seeking an experienced Senior Tax Manager to join their team. This firm focuses heavily on family-owned businesses, working closely with individual owners on complex tax, estate planning, and wealth management matters.This is a highly visible, client-facing leadership role with a clear path to ownership/partner for the right individual.What's the role?Senior Tax Managers provide strategic leadership within the tax practice while overseeing complex engagements and developing people and processes.Manage a portfolio of closely held business clients and serve as their trusted tax advisor

Review and oversee complex tax returns including individuals, S corporations, C corporations, and trusts

Provide strategic tax planning and advisory services with a focus on estate planning and wealth management considerations

Lead and supervise a tax team, including coordination with offshore staff (India-based team members)Make key decisions related to client strategy, tax positions, and team development

Build and maintain strong client relationships as the primary point of contact

Mentor and develop team members while ensuring high-quality deliverables and deadlines are met

Support firm growth initiatives and contribute to long-term leadership strategy

What experience and skills do I need?10–15+ years of experience in public accounting, with strong exposure to:Individual taxationS corporations & C corporations

Trusts and estate-related tax matter

Experience working with closely held or family-owned businesses is highly preferred

Background in a larger public accounting firm with at least 5–10 years in similar client environments Proven ability to manage client relationships and communicate complex tax matters clearly

Experience supervising and leading teams (including remote or offshore staff is a plus)Strong decision-making skills with the ability to work independently and confidently

Active CPA required; Master's in Taxation or similar advanced degree preferred

Desire and long-term interest in progressing to an ownership/partner role

Work Environment & LocationBased in Brea, CA (candidates must live within a reasonable commuting distance)Hybrid schedule with an expectation of 3–4 days per week in the office

Collaborative, team-oriented culture with strong leadership visibility Great Perks and BenefitsCompetitive compensation aligned with experience and leadership level

Clear path to partner/ownership opportunity

Flexible hybrid work model

Comprehensive benefits package (health, retirement, PTO)Opportunity to work closely with clients on impactful, high-level tax strategy

Stable, growing firm with a strong reputation in the market

So how can I be considered for these opportunities?The first step is applying with your resume. Qualified candidates will then complete a phone screen, followed by an interview with the firm.What else are you hiring for?See all our openings on our website or reach out to our Lead Recruiter, Brock Kazda, on LinkedIn.