Benefits:

401(k)

Employee discounts

Health insurance

Paid time off

401(k) matching

Bonus based on performance

Dental insurance

Flexible schedule

Opportunity for advancement

Vision insurance

Position Overview:

Accudata & Co. is part of an established, multi-state tax advisory firm with offices throughout California and Hawaii. We specialize in serving high-net-worth individuals with complex business, trust, and individual tax needs. Our firm has experienced significant growth, and we are seeking an experienced Senior Tax Manager to join our leadership team.

As a CPA Tax Manager, you will serve in a leadership capacity within our tax practice. Your responsibilities will include managing and reviewing complex individual, corporate, partnership, fiduciary, and multi-state tax returns; supervising staff; overseeing engagement workflows; and ensuring full compliance with federal, state, and local tax regulations. You will also provide technical guidance, research tax issues, maintain client relationships, participate in tax planning engagements, and support team mentorship initiatives as needed.

Accudata & Co. has been a respected tax advisory service in Orange County for over a generation. This office is part of a larger tax advisory group with offices in San Diego, Irvine, Laguna Beach, Newport Beach (coming soon) and Honolulu, HI. We are actively building our leadership team and significant growth opportunities exist for anyone entering at this level during this early stage of building our team.

Pay Range: $150,000 – $180,000 total compensation (annual base pay + bonus), depending on experience and qualifications. Final compensation will be determined based on skills, experience, and location. Relocation stipend available if needed.

Responsibilities

Technical review of individual, corporate, fiduciary, partnership, and multi-state tax returns

Manage and supervise tax staff and senior associates; provide mentorship and performance feedback

Research complex tax issues and provide actionable guidance to clients

Prepare tax projections and develop tax planning strategies

Review tax information supplied by clients; communicate directly with clients to address questions and deliver recommendations

Oversee engagement workflows and ensure timely, accurate completion of all deliverables

Interact closely with clients to provide innovative tax planning, consulting, and compliance expertise

Collaborate with partners on client management, practice development, and business development activities

Assist with financial statement compilations as needed

Requirements:

Bachelor's degree in Accounting, Finance, or related field

Active CPA license required

Master's in Taxation a plus

Minimum 5+ years of public accounting experience

Tax manager experience

Strong technical and analytical skills in federal and California state tax compliance

Proficiency in QuickBooks, Excel, Word, and tax software (Lacerte a plus)

Excellent communication, organizational, and interpersonal skills

Detail-oriented with the ability to manage multiple priorities

Team player with a positive attitude and high ethical standards

Ability to work extended hours during peak tax seasons

Benefits

Competitive compensation within the posted pay range

Comprehensive medical, dental, and vision benefits

Retirement plan (with employer contribution)

Paid time off and paid holidays

Convenient central San Diego location

Opportunity for growth as the company expands

Collaborative, team-oriented environment with experienced, friendly staff

Equal Opportunity Employer Statement

Accudata & Co. is an Equal Opportunity Employer. We do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, genetic information, marital status, sexual orientation, gender identity or expression, military or veteran status, or any other characteristic protected under federal, state, or local law, including the California Fair Employment and Housing Act (FEHA). Applicants with disabilities may request reasonable accommodations in accordance with Califor

nia law. This position is based in California. The pay range listed reflects the anticipated compensation for this role and is provided in compliance with California's pay transparency requirements (SB 1162).