Senior Tax Manager - Review & Client Services

Senior Tax Manager - Review & Client ServicesSanta Barbara, CA | In-Office | $185,000 - $235,000 base + up to 10% discretionary bonusA 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 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