To & Scott

Tax Manager/ Senior Tax Manager

Location: San Diego, CA (Onsite - hybrid after 6 months)
Employment Type: Full-Time

Position Overview:

The Tax Manager will play a key leadership role in managing complex tax engagements, overseeing staff, and serving as a trusted advisor to clients. This position requires strong technical expertise, excellent communication skills, and the ability to manage multiple priorities while maintaining high standards of quality and client service.

Key Responsibilities

• Manage and review complex individual, business, partnership, trust, and estate tax returns
• Serve as the primary point of contact for assigned clients, providing proactive tax planning and advisory services
• Supervise, mentor, and develop tax staff
• Oversee engagement planning, workflow, deadlines, and billing
• Research and resolve complex tax issues and prepare technical memoranda as needed
• Ensure compliance with federal, state, and local tax regulations
• Collaborate with partners and leadership on client strategy and firm initiatives

Qualifications

• CPA license required
• 5+ years of public accounting tax experience
• Strong technical knowledge in federal and state taxation
• Experience with complex entities, high-net-worth individuals, and tax planning
• Proven leadership, organizational, and client relationship skills
• Proficiency with tax software and Microsoft Office

Compensation & Benefits

• Competitive salary commensurate with experience
• Full benefits package, including health insurance and retirement plan
• Paid time off and holidays
• Professional development and growth opportunities

ACCUDATA & CO. is a full-service advisory firm providing tax, accounting, and financial services to business owners, high-net-worth individuals, and families. We specialize in complex tax matters, trust and estate planning, and strategic business advisory services. As we expand our presence, including the opening of our Honolulu office, we remain focused on building long-term client relationships through thoughtful guidance, technical excellence, and a client-first approach. Guided by our philosophy—One Company, One Focus, One Goal—we deliver personalized, forward-thinking solutions designed to protect, grow, and simplify our clients’ financial lives.