Managing Director- Tax Services

Managing Director- Tax Services

Location: San Diego, CA

Work Arrangement: Hybrid

Salary: $200,000 to $350,000 annually

Based in San Diego, CA, we are a well-established national accounting and advisory firm known for its client-focused approach collaborative culture and commitment to delivering practical results. The San Diego tax department is expanding and seeking an experienced Commercial Tax Services Managing Director to join a growing team handling sophisticated partnership, S corporation, C corporation and real estate tax engagements. This role is ideal for a seasoned tax leader who values client relationships, business development and long-term professional stability within a supportive firm environment.

Responsibilities

• Lead engagement teams and serve as the primary client contact, managing all aspects of client accounts while expanding the client base through business development
• Provide consulting, planning and compliance services across partnerships, S corporations and C corporations, including real estate partnership matters such as Section 1031 exchanges, real property trade or business elections, Section 163(j) and state-specific issues
• Perform top-side and detail reviews of tax returns, workpapers and projections, and research and document tax issues with accuracy and efficiency
• Mentor, train and supervise staff, take part in industry organizations and stay current on new tax laws and business trends affecting clients

Qualifications

• CPA, JD or EA license required (Master’s in Taxation or LLM preferred)
• 10+ years of public accounting experience including 5+ years of supervisory experience, with Top 25 firm experience and IRS and state agency representation experience preferred
• Strong organizational communication and time management skills with the ability to thrive in a fast-paced high-volume environment
• Proficiency with CCH Axcess, SurePrep, BNA Income Tax Planner, CCH AnswerConnect, RIA Checkpoint, XCM and Microsoft Office

Join Us

This is an excellent opportunity for an experienced tax leader seeking a senior leadership role, work-life balance, mentorship and long-term stability. If this sounds like a fit, we encourage you to apply today