Optima Tax Relief · 1 day ago
Senior Manager, Tax Preparation
Santa Ana, CA
Full-time
Onsite
Senior Level, Lead/Staff, Director/Executive
$73K/yr - $78K/yr
3+ years expOptima Tax Relief is seeking a Senior Manager, Tax Preparation to provide strategic leadership and oversight for their Tax Preparation department. This role involves overseeing complex tax returns, driving departmental performance, and ensuring accuracy in tax matters while making impactful decisions on operations and staffing.
ConsultingFinanceFinancial Services
Responsibilities
Oversee all aspects of the Tax Preparation department, including managers, leads, and staff
Serve as a subject matter expert on individual, partnership, and corporate returns (1040, 1065, 1120, 1120-S)
Review and resolve complex tax issues, providing technical guidance to staff and managers
Lead department-wide initiatives, including workflow improvements, technology adoption, and compliance updates
Monitor and interpret KPIs, providing recommendations to executive leadership
Directly manage large-scale projects and ensure deadlines and quality standards are met
Partner with cross-functional leaders to align department operations with company objectives
Mentor and develop leaders, with emphasis on succession planning and staff advancement
Enforce accountability for performance standards and departmental policies
Act as the final escalation point for high-level client and tax issues
Represent the department in leadership meetings, contributing to company-wide decision-making
Follow company protocols to ensure the highest level of security to protect the client Personal Identifiable Information (PII)
Other duties as assigned
In order to be provided the essential training required to be successful in this role, it is mandatory that you are present for and complete all essential/initial training onsite for up to 5 business days (unless prior management approval is provided). Please note that additional onsite training may be required depending on business need
Qualification
Required
High school diploma or equivalent education required
Enrolled Agent (EA), CPA, or equivalent required
Minimum 3 years of hands-on experience preparing 1040, 1065, 1120, and 1120-S returns
3–5 years of leadership experience in tax preparation or related field
Excellent organizational, time-management, written, and communication skills
Strong listening skills with the ability to understand and influence people
Strategic thinking and director-level decision-making
Advanced problem-solving and critical-thinking skills
Strong-to-excellent computer proficiency (Excel intermediate-to-advanced, tax prep software)
Leadership capabilities: ability to manage managers, coach leads, and drive departmental outcomes
Excellent communication skills and ability to influence executives
Ability to identify inefficiencies, design process improvements, and implement solutions
High degree of accountability and integrity in handling sensitive tax matters
Preferred
Bachelor's degree in Accounting, Finance, or related field; advanced degree preferred
Company
Optima Tax Relief
Founded in 2011, Optima Tax Relief has helped thousands of Americans nationwide resolve their IRS and state tax issues.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
David King
Chief Executive Officer
Jesse Stockwell
Co-Founder & Managing Partner
Recent News
2025-09-12
Company data provided by crunchbase