Tax Manager - Hybrid Position

Position: Tax Manager
Salary: $150,000 to $180,000
Location: Ontario, CA - Hybrid Schedule
Requirements: 7+ years public accounting tax experience, CPA, expertise in complex planning

About Us

We're renowned in the banking and business community for delivering specialized, customized tax solutions our clients can't find elsewhere. We work across traditional accounting and audit alongside non-traditional challenges like financial planning and complex business problem-solving.

The Role

You'll lead sophisticated tax engagements across diverse industries where your analysis directly impacts client strategy. This is a chance to build your own tax team while managing complex multi-state, international, and real estate work for growing clients.

Job Duties

• Lead complex tax planning engagements for federal and individual clients across multiple entity types
• Conduct in-depth tax research on business transactions, financing implications, and multi-state/international compliance
• Oversee complex tax research projects for clients in diverse industries: real estate, non-profits, complex business structures
• Identify tax risks and opportunities for estates, trusts, corporations, and pass-through entities
• Supervise and mentor tax staff on technical matters and client relationships

What You Need

• Minimum 7 years at a public accounting firm with deep experience in tax planning and compliance
• CPA required
• Expertise in complex individual tax planning, estate/trust taxation, multi-state, real estate, and non-profit structures
• Strong project management: scheduling, budgeting, client communication