Hybrid Tax Manager, CPA/EA

at Edge Staffing

• Job title: Tax Manager, CPA/EA
• Job type: Full Time
• Experience level: Senior, Lead
• Salary: Not specified
• Degree requirement: Bachelor's Degree
• Location requirements: Hybrid, Tustin, United States

About the role

• Experienced Tax Manager leading tax preparation and advisory services for diverse business clients. This full-time role offers a clear path for advancement in a nationally recognized CPA firm.

Responsibilities

• A fast-growing, nationally recognized CPA firm is seeking an experienced Hybrid Tax Manager (CPA/EA) to lead tax preparation, review, and strategic advisory services for a diverse portfolio of business and individual clients. This is a full-time, W2 position with a clear path for advancement, including future equity ownership opportunities for high performers.
• Job Description
• Interface directly with clients without partner involvement.
• Schedule and oversee fieldwork and preparation of compilation and review financial statement engagements.
• Review tax returns and financial statements to ensure technical accuracy and adherence to firm standards.
• Prepare complex business and individual tax returns and provide tax planning independently.
• Review financial statement reports, including footnotes, ensuring they are ready for partner signature.
• Perform a broad range of accounting tasks, minimizing direct partner involvement.
• Conduct technical tax reviews and approve all tax returns and governmental tax examinations of any complexity.
• Assume full responsibility for larger tax returns, tax research, and delegate tasks to tax preparers as needed.
• Act as a resource for tax preparers and staff on specific tax issues and questions.
• Communicate important tax and tax-related developments to relevant firm personnel.
• Delegate and manage governmental tax examinations and may represent clients before appropriate tax authorities.
• Train and develop staff through recruiting, performance evaluations, developing training aids, and instructing professional development programs.
• Maintain a complete knowledge of the firm’s philosophy and positions on tax matters.
• Stay current on general economic and political trends and legislation that may affect clients.
• Participate in the firm’s practice development efforts through involvement with referral sources, community, and industry activities.
• Sign and issue select tax returns.

Requirements

• Degree in Accounting from an accredited university; Master’s degree in Taxation preferred.
• Minimum of 7+ years’ experience in public accounting, demonstrating progression in tax return complexity, scope, and research.
• Minimum of 40 hours of continuing education annually to maintain technical and business skills and meet licensing requirements.
• Active CPA or EA license in good standing (REQUIRED).
• Member in good standing with the American Institute of CPAs (AICPA).

Benefits

• Compensation & Benefits:
• Competitive base salary commensurate with experience and qualifications.
• Performance-based incentives (if applicable).
• 401(k) with employer match (if applicable).
• Health insurance with optional dental and vision coverage (if applicable).
• Additional workplace perks (as applicable).
• Career advancement opportunities, including future equity potential.