Senior Tax Manager jobs in United States
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O'Brien & Panchuk, LLP · 16 hours ago

Senior Tax Manager

positionPalm Desert, CA
timeFull-time
remoteHybrid
senioritySenior Level
date7+ years exp

O’Brien & Panchuk, LLP is a growth-oriented, advisory-led CPA practice seeking a Senior Tax Manager to take on partner-level responsibilities and manage key client relationships. The role involves overseeing a significant client portfolio, driving technical excellence, and supervising team members while providing high-value advisory projects in complex tax scenarios.

Accounting

Responsibilities

Serve as the primary advisor for a sophisticated book of business
Lead client meetings, manage engagement economics, and quarterback the entire engagement lifecycle, from planning and forecasting to final delivery
Drive high-value advisory projects, including entity structuring, cash/tax forecasting, real-estate structures (1031) partnership transactions, supporting international tax planning (treaty analysis, FTCs) in collaboration with partner/s
Act as the technical reviewer for complex multi-entity returns (S-corps, partnerships, trusts, professional corporations), including multi-state, and related-party structures
Supervise, mentor, and develop seniors and staff
Foster a culture of technical excellence, enforce workpaper standards, and drive workflow improvements (including the prudent use of assisted review tools)

Qualification

Active CPA LicenseS-corporation taxationPartnership taxationMulti-entity structuresMSTJDLL.M. in TaxationReal-estate partnershipsFederal taxationCalifornia taxationMulti-state experienceClient-facing skillsInternational tax exposureTeam management

Required

Active CPA License (Required)
7+ years of progressive public accounting experience with a heavy focus on technical review of complex entities
Deep Technical Expertise in: S-corporation and partnership taxation (Subchapters K & S), Multi-entity/family group structures, Real-estate partnerships, Professional corporations
Strong command of federal and California taxation; multi-state experience is essential
Proven ability to manage and mentor a team
Excellent client-facing skills and executive presence

Preferred

MST, JD, or LL.M. in Taxation (Strongly Preferred)
International tax exposure is a strong plus

Benefits

Competitive compensation with a performance-based bonus
Flexible hybrid schedule

Company

O'Brien & Panchuk, LLP

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people-size2-10 employees
web-link
https://www.obrienpanchuk.com/

Funding

Current Stage
Early Stage
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