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Remote Transaction Advisory Jobs in California (NOW HIRING)

Senior Transaction Manager

Walnut Creek, CA · On-site +1

$125K - $145K/yr

... advisory and technology for our clients. We are committed to hiring the best, most talented ... Oakland CA, In office three days two days remote or site travel What this job involves We are ...

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Tax Pro

Irvine, CA · On-site +1

$75K - $100K/yr

Tax Advisory Employment Type: Full Time Location: Remote Compensation: $75,000 - $100,000 / year ... Work with clients to understand their business objectives, major transactions, investment goals ...

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Remote Transaction Advisory information

What are the most common challenges faced by professionals in remote transaction advisory roles, and how can they be addressed?

Professionals in remote transaction advisory often face challenges such as coordinating with cross-functional teams across different time zones, ensuring clear communication with clients, and maintaining data security when handling sensitive information. To address these challenges, it's important to leverage secure collaboration tools, establish regular virtual check-ins, and set clear expectations with both clients and team members. Proactively managing communication and staying organized can help maintain productivity and ensure smooth transaction processes, even when working remotely.

What are the key skills and qualifications needed to thrive as a Remote Transaction Advisory professional, and why are they important?

To thrive as a Remote Transaction Advisory professional, you need strong financial analysis, due diligence, and accounting expertise, typically supported by a degree in finance or accounting and relevant certifications such as CPA or CFA. Familiarity with financial modeling tools, ERP systems, and data analysis software like Excel, Tableau, or Power BI is essential. Exceptional communication, time management, and problem-solving skills help you stand out in collaborating with clients and teams virtually. These skills are crucial for delivering accurate, timely, and actionable advice that drives successful transactions in a remote environment.

What is the difference between Remote Transaction Advisory vs Remote Due Diligence Specialist?

AspectRemote Transaction AdvisoryRemote Due Diligence Specialist
CertificationsCPA, CFA, or equivalentCPA, CFA, or equivalent
Work EnvironmentConsulting firms, corporate finance teamsFinancial services, consulting firms
Industry UsageInvestment banking, M&A, corporate financeInvestment analysis, risk assessment
Search IntentAdvisory on transactions, deal supportEvaluating target companies, risk due diligence

Remote Transaction Advisory and Remote Due Diligence Specialist roles share similar credentials and industry settings. However, Transaction Advisory focuses on providing strategic advice during mergers, acquisitions, and financial transactions, while Due Diligence Specialists primarily evaluate target companies' financial health and risks. Both roles are essential in the deal process but serve different functions within the transaction lifecycle.

What is remote transaction advisory?

Remote transaction advisory refers to providing expert advice and support for business transactions, such as mergers, acquisitions, or financial restructuring, from a location outside the client’s office—usually via digital communication tools. Professionals in this field help clients analyze, structure, and execute deals while ensuring compliance with legal and financial regulations. Working remotely allows for greater flexibility and access to a global client base, using technology to facilitate collaboration and document sharing.
What are the most commonly searched types of Transaction Advisory jobs in California? The most popular types of Transaction Advisory jobs in California are:
What job categories do people searching Remote Transaction Advisory jobs in California look for? The top searched job categories for Remote Transaction Advisory jobs in California are:
What cities in California are hiring for Remote Transaction Advisory jobs? Cities in California with the most Remote Transaction Advisory job openings:
Infographic showing various Remote Transaction Advisory job openings in California as of July 2026, with employment types broken down into 86% Full Time, 8% Part Time, and 6% Contract. Highlights an 85% Physical, 6% Hybrid, and 9% Remote job distribution.

SR. Tax Manager / Director - SALT - (REMOTE / HYBRID)

Bancroft Staffing Partners

Irvine, CA • On-site, Remote

$175K - $200K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 19 days ago


Job description

Tax Senior Manager / Director – SALT | Corporate Income & Franchise Tax

Irvine, CA | San Diego, CA | Lake Oswego, OR | Las Vegas, NV | Seattle, WA

Remote or Hybrid Schedule (Hybrid: 2 Days In Office Weekly Preferred)


About Us: We are a nationally recognized public accounting and advisory firm helping middle-market businesses, high-growth companies, private equity-backed organizations, and multinational clients navigate today's increasingly complex tax landscape. Our professionals combine deep technical expertise with an entrepreneurial mindset, delivering sophisticated state and local tax solutions that help clients expand, mitigate risk, and maximize long-term value. Our collaborative culture encourages innovation, professional growth, and leadership development while providing exposure to some of the market's most complex and rewarding tax engagements.


The Position: We are seeking an experienced Tax Senior Manager / Director – SALT | Corporate Income & Franchise Tax to join our growing State & Local Tax (SALT) practice. This is a pivotal leadership opportunity for a seasoned SALT professional who enjoys solving complex multistate tax challenges, leading sophisticated consulting engagements, and partnering directly with clients on strategic tax planning initiatives. Working closely with Partners and firm leadership, you'll advise middle-market and large privately held businesses on corporate income tax, franchise tax, nexus, apportionment, ASC 740, transaction advisory, and multistate tax strategies while helping expand one of the firm's fastest-growing advisory practices. This role offers exceptional technical exposure, leadership opportunities, and a clearly defined path toward Director and Partner.


What You'll Do:

  • Lead complex multistate corporate income and franchise tax consulting engagements for middle-market and large privately held businesses.
  • Advise clients on nexus, apportionment, unitary filing methodologies, taxability, conformity, credits, net operating losses (NOLs), and state-specific tax planning strategies.
  • Provide strategic consulting related to mergers, acquisitions, restructurings, due diligence, and post-transaction integration.
  • Review and oversee state corporate income and franchise tax returns while identifying tax-saving opportunities and potential exposures.
  • Support ASC 740 state tax provisions, uncertain tax positions, deferred tax calculations, and financial reporting requirements.
  • Assist clients with voluntary disclosure agreements (VDAs), refund claims, audit defense, state examinations, protests, appeals, and controversy matters.
  • Advise pass-through entities and business owners on state Pass-Through Entity Tax (PTET) elections and multistate filing strategies.
  • Identify available state tax credits, negotiated incentives, and planning opportunities that improve client outcomes.
  • Lead multiple engagements while managing budgets, staffing, project timelines, and client expectations.
  • Develop strong, long-term client relationships through proactive communication and strategic advisory services.
  • Mentor, coach, and develop Managers, Seniors, and Staff while supporting technical and leadership growth across the SALT practice.
  • Research emerging legislation and evolving state tax laws to deliver proactive planning recommendations and thought leadership.


Qualifications

Required

  • Bachelor's degree in Accounting, Finance, Taxation, or related field.
  • Active CPA or Enrolled Agent (EA) license required.
  • 6+ years of progressive public accounting experience focused on State & Local Tax (SALT).
  • Strong expertise in multistate corporate income and franchise taxation.
  • Experience with nexus studies, apportionment methodologies, ASC 740, PTET, and state tax planning.
  • Experience reviewing complex state income tax returns and consulting engagements.
  • Proven ability to lead client engagements while managing multiple priorities and deadlines.
  • Strong technical research, analytical, communication, and client relationship management skills.
  • Experience mentoring and developing tax professionals.

Preferred

  • Master's in Taxation (MST), JD, or LLM in Taxation.
  • Experience supporting mergers and acquisitions, transaction advisory, and due diligence.
  • Experience working with middle-market, private equity-backed, or multi-state organizations.
  • Experience leveraging tax technology, automation, and data analytics tools.
  • Business development experience and interest in future leadership opportunities.


What's Offered

  • Salary: $175,000 – $205,000 DOE
  • Full Benefits & Perks
  • Competitive annual performance bonuses
  • Comprehensive Medical, Dental & Vision coverage
  • 401(k) retirement savings program
  • Pension program
  • Equity participation opportunities
  • Generous PTO and paid holidays
  • Remote or hybrid work flexibility
  • CPA licensing and continuing education reimbursement
  • Leadership development and executive mentorship
  • Clear advancement path toward Director and Partner
  • Exposure to sophisticated multistate tax consulting engagements
  • Collaborative, entrepreneurial culture with direct access to firm leadership
  • Professional development resources and advanced technical training


Apply Today: Apply directly to this opportunity with your updated resume for immediate and confidential consideration.


**Email your resume with availability to ian.kerr@BancroftSP.com for prompt review and scheduling**


Explore More Opportunities: We encourage you to continue exploring active opportunities and industry updates through Bancroft Staffing Partners (BSP).

  • BancroftSP.com/Careers
  • LinkedIn – Bancroft Staffing Partners (BSP)


Equal Opportunity Statement: Bancroft Staffing Partners is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees and candidates regardless of race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.