Tax Manager

Thoerner & Toma

Tax Manager

San Diego, CA
Full Time
Paid
  • Responsibilities

    Benefits:

    401(k)

    Employee discounts

    Health insurance

    Paid time off

    About the Role:

    Accudata is looking for an experienced and driven Tax Manager to join our team in San Diego, CA. This is an exciting opportunity to lead tax engagements, mentor staff, and play a key role in delivering exceptional service to a diverse client base. If you thrive in a collaborative environment and have a passion for tax strategy and compliance, we want to hear from you. This role will be onsite for the first six month with hybrid options after you are completely onboarded.

    Responsibilities:

    Manage and review federal, state, and local tax returns for individuals, corporations, partnerships, and trusts

    Develop and implement tax planning strategies to minimize client tax liabilities

    Oversee and mentor junior tax staff, providing guidance and performance feedback

    Build and maintain strong client relationships, serving as a primary point of contact

    Research complex tax issues and communicate findings clearly to clients and leadership

    Monitor changes in tax legislation and assess impact on clients and firm processes

    Assist with IRS and state tax notices, audits, and correspondence

    Requirements:

    CPA license required; active and in good standing

    5+ years of public accounting experience with a focus in tax

    Strong knowledge of federal and multi-state tax compliance and planning

    Experience managing client engagements and supervising professional staff

    Proficiency with tax preparation software (e.g., UltraTax, ProSystem fx, or similar)

    Excellent communication, organizational, and analytical skills

    Bachelor's degree in Accounting, Finance, or related field; Master's in Taxation a plus

    About Us:

    Accudata & Co. is a trusted San Diego-based accounting firm known for delivering personalized, high-quality tax and financial services to individuals and businesses alike. Our clients choose us for our expertise, attention to detail, and commitment to building long-term relationships. Our team enjoys a supportive culture, professional growth opportunities, and the satisfaction of making a real difference for the clients we serve.