Senior Tax Manager Job at Strategic Employment Partners (SEP), Santa Barbara, CA

  • Strategic Employment Partners (SEP)
  • Santa Barbara, CA

Job Description

Job Description

Senior Tax Manager – Review & Client Services

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Santa Barbara, CA | In-Office | $185,000 – $235,000 base + up to 10% discretionary bonus

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A growing, integrated tax and wealth management firm is adding a Senior Tax Manager to its Santa Barbara office. The tax practice has deep local roots and long-standing client relationships, and the team has stayed remarkably stable through the firm’s recent growth. Clients get a more connected approach to their financial lives, and the tax team has broader resources than a standalone CPA firm.

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The Role

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You’ll be the senior technical reviewer and signer on the tax team. You’ll review federal and state returns across individual, partnership, S-Corp, C-Corp, trust, and estate filings, and sign returns as part of the review process. You’ll be the go-to resource when staff hit a technical question, and a familiar face for long-standing clients who still prefer to sit down in person. The firm values quality of work over billable-hour metrics.

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This is an in-office position in Santa Barbara, with occasional remote days. The firm wants someone who is present and part of the day-to-day team.

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What They’re Looking For

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  • Active CPA license (California preferred)
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  • 12+ years of public accounting and tax experience, with deep review and signing experience
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  • Strong technical depth across individual and entity returns, with trust and estate experience a plus
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  • A technical go-to for staff, with informal mentoring of junior preparers
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  • Strong client communication skills, and comfort meeting clients in person
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  • Local to Santa Barbara or genuinely open to being in-office
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Good to Have

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  • CCH Axcess Tax and Engagement experience (not required, since the firm cares most about tax knowledge and review depth)
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  • IRS audit or controversy experience
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Compensation & Logistics

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  • $185,000 – $235,000 base, plus up to a 10% discretionary bonus based on company and individual performance
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  • CPE allowance and license reimbursement
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  • Medical, dental, and vision, plus a 401(k) with company match
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  • Relocation assistance may be available for the right candidate outside the area
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Job Tags

Work at office, Local area, Relocation package

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