Tax Manager – Remote Role for SoCal Based Only

Tax Manager

Remote Role (Southern California-based candidates only)

Be part of a team where every perspective matters.

We are a well-established, people-first advisory and accounting firm committed to delivering tailored solutions for businesses, nonprofits, and public organizations. Our culture is built on collaboration, mentorship, and a strong drive for professional growth. If you’re looking for a place where your ideas are valued and your impact is felt, then this is it.

What You’ll Do:

As a Tax Manager, you will serve a wide range of clients and lead initiatives that support strategic goals.

• Leading the review of complex tax filings for individuals, corporations, partnerships, trusts, and estates.
• Conducting detailed tax research and offering practical guidance on unique or challenging tax issues.
• Assisting clients with tax-related planning, financial strategy, and broader business decision-making.
• Responding to federal and state tax correspondence, including IRS notices.
• Managing multiple client relationships, project budgets, and delivery timelines.
• Participating in business development activities such as client meetings, proposal development, and strategic planning sessions.
• Proposing forward-thinking ideas to improve service offerings and expand client relationships.
• Presenting at industry events and client-facing workshops.
• Facilitating internal knowledge-sharing through training sessions and thought leadership content (minimum two articles/blogs per year).
• Recording time and expenses promptly to ensure accurate and timely billing.
• Playing an active role in recruiting efforts, helping to attract and assess top talent.

Leadership Responsibilities:

• Oversee and mentor a team of tax professionals, providing guidance, support, and structured development opportunities.
• Ensure all engagements are completed on time, within scope, and to quality standards.
• Conduct staff performance reviews and support individual growth.
• Manage project planning and workflow execution across client assignments.

What Makes You a Great Fit:

• Bachelor’s degree in Accounting, Finance, or related field; a Master’s in Taxation is a plus.
• An active CPA license is required.
• 5–7+ years of tax experience in public accounting, with a proven track record of increasingly complex work.
• Strong command of tax software and tools such as CCH Axcess, SurePrep, BNA Tax Planner, and QBO.
• Proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint, Teams).
• Familiarity with Practice CS and Power BI is a bonus.

Why You’ll Love Working Here:

We offer competitive compensation, a people-centered work culture, and a flexible remote work environment. Our team is dedicated to empowering each other through support, autonomy, and opportunities to lead at every level.

Application Instructions:

Please send your resume in Word format to:

Brianna Rooney
Premier Financial Search
[email protected]
818-564-5431

Let’s Connect & Explore Your Options

We are actively hiring for a range of positions across multiple firms. If you have a background in public accounting, but feel this specific role isn’t quite the right fit, let’s connect! Send us your resume, and we’ll work with you to explore opportunities with other top-tier CPA and Business Management firms that align with your career goals.

About Us

Premier Financial Search specializes in placing top-tier Accounting and Financial professionals within CPA and Business Management firms. We work with national, regional, and boutique firms in California, Texas, Illinois, Georgia, Washington, and beyond. Whether you’re in Los Angeles, Austin, Seattle, or anywhere in between, we help great people find purpose-driven work they love.