AppleOne Employment Services · 4 days ago
Senior Tax Manager
Temecula, CA
Full-time
Onsite
Senior Level
$90K/yr - $110K/yrAppleOne Employment Services is a small, family-oriented public accounting firm known for high-quality client service and complex tax work. They are seeking an experienced Tax Manager to oversee complex tax engagements, manage workflow, and ensure timely delivery of client work.
RecruitingStaffing Agency
Hiring Manager
Amanda Hamic
Responsibilities
Prepare and review complex federal and state tax returns for:
Closely held and complex business entities
High-net-worth individuals
Personally prepare and/or review a substantial volume of returns during busy season (approximately 450–500 total returns annually)
Oversee and review work prepared by a Tax Senior (hired to support preparation work)
Manage tax projects from start to finish, ensuring deadlines are met and work is delivered accurately
Coordinate with outsourced bookkeeping providers as needed
Maintain and enhance firm processes and workflow using Lacerte and Karbon (training provided for Karbon if needed)
Serve as a key point of contact for complex client matters
Support firm leadership with continuity planning and long-term transition
Qualification
Required
Active CPA license (required)
Strong background in complex tax for businesses and individuals
Experience preparing and reviewing complex returns in a public accounting firm environment
Proven ability to manage multiple projects and deadlines independently
Comfortable working in a small-firm, hands-on environment
High attention to detail with a strong commitment to quality
Preferred
Experience in a small or family-owned public accounting firm
Prior experience carrying a full tax workload and managing engagements end-to-end
Familiarity with Lacerte required; experience with Karbon preferred (or willingness to learn)
Interest in long-term growth, leadership, and potential firm succession
Company
AppleOne Employment Services
A full-service employment company.
Founded in 1964
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Julio Ramirez, CSP
Staffing Partner
Veronica Vasquez-Gomez (She/Her)
Recruiting Partner
Company data provided by crunchbase