Alliance Resource Group
Tax Manager
Orange County, CA US
Posted: 01/09/2026 | Job Number: 5646 | Pay Rate: $165,000
Job Description Tax Manager –
Our client is an Orange County based boutique accounting firm specializing in serving high-net-worth individuals, their families, and closely held entities. Their practice specializes in complex tax planning, consulting, and compliance, with a further focus on providing litigation support for high-stakes financial matters.
They operate in a remote environment, giving the team the flexibility to work effectively from anywhere while remaining highly collaborative and client-focused.
Position Overview
Our client is seeking a Tax Manager to lead their tax department. This role will be central to delivering advanced tax consulting, overseeing staff work, and ensuring the firm continues to provide the highest level of technical expertise and client service. The ideal candidate thrives in a dynamic environment, enjoys solving complex tax problems, and has the leadership skills to mentor and manage a small team while also remaining hands‑on with the work.
Key Responsibilities
Provide advanced
tax consulting, research, and planning
for high-net-worth individuals, families, trusts, estates, and business entities.
Serve as a primary technical resource for addressing complex and nuanced tax matters.
Review and supervise staff‑prepared tax returns
to ensure technical accuracy, compliance, and alignment with strategic tax objectives.
Manage and develop the tax department , including hiring, delegating, training, and mentoring junior staff.
Partner with firm leadership on client engagements involving
litigation support, forensic analysis, and expert consulting .
Stay current on evolving tax laws and regulations and proactively identify opportunities and risks for client groupings.
Participate in business development opportunities by strengthening client relationships and demonstrating thought leadership.
Utilize
technology tools effectively
(Practice CS by Thompson R and 90.io) to efficiently create projects, assign tasks, and manage and monitor work.
Qualifications
CPA license required ; advanced degree (JD, LLM, or MST) strongly preferred.
7+ years
of progressive experience in public accounting, with a strong focus on high-net-worth individuals and complex tax matters.
Proven ability to research, analyze, and advise on sophisticated tax issues.
Demonstrated experience in
reviewing tax returns
and guiding junior staff.
Experience with litigation support, forensic accounting, or expert testimony preferred but not required.
Comfortable working in a remote environment is PST, leveraging technology to collaborate and manage effectively.
Meet Your Recruiter Dana Jarvis, CPA, PHR – Manager, Executive Search Dana Jarvis brings a dynamic blend of technical acumen, a passion for people, and a strategic mindset to recruiting for Alliance’s Private Equity & Family Office Solutions Division. She is an invaluable resource for discerning clients looking to identify high‑caliber and hard‑to‑find talent. Dana’s extensive portfolio includes family office, real estate, tax, and corporate accounting roles. She leverages her Big Four experience, CPA and PHR credentials, and over 20 years in Accounting & HR operations to perfectly pair clients with candidates who have the precise attributes needed to excel. Dana is a third‑generation USC alumna and a former CalCPA Accounting Education Committee member. She has published several articles in CalCPA Magazine.
An avid traveler, Dana is always eager to discover new cities and cultures. She also loves playing tennis and exploring the wilds of Southern California.
(310) 601-3639
djarvis@allianceresourcegroup.com
Connect on LinkedIn
#J-18808-Ljbffr
Posted: 01/09/2026 | Job Number: 5646 | Pay Rate: $165,000
Job Description Tax Manager –
Our client is an Orange County based boutique accounting firm specializing in serving high-net-worth individuals, their families, and closely held entities. Their practice specializes in complex tax planning, consulting, and compliance, with a further focus on providing litigation support for high-stakes financial matters.
They operate in a remote environment, giving the team the flexibility to work effectively from anywhere while remaining highly collaborative and client-focused.
Position Overview
Our client is seeking a Tax Manager to lead their tax department. This role will be central to delivering advanced tax consulting, overseeing staff work, and ensuring the firm continues to provide the highest level of technical expertise and client service. The ideal candidate thrives in a dynamic environment, enjoys solving complex tax problems, and has the leadership skills to mentor and manage a small team while also remaining hands‑on with the work.
Key Responsibilities
Provide advanced
tax consulting, research, and planning
for high-net-worth individuals, families, trusts, estates, and business entities.
Serve as a primary technical resource for addressing complex and nuanced tax matters.
Review and supervise staff‑prepared tax returns
to ensure technical accuracy, compliance, and alignment with strategic tax objectives.
Manage and develop the tax department , including hiring, delegating, training, and mentoring junior staff.
Partner with firm leadership on client engagements involving
litigation support, forensic analysis, and expert consulting .
Stay current on evolving tax laws and regulations and proactively identify opportunities and risks for client groupings.
Participate in business development opportunities by strengthening client relationships and demonstrating thought leadership.
Utilize
technology tools effectively
(Practice CS by Thompson R and 90.io) to efficiently create projects, assign tasks, and manage and monitor work.
Qualifications
CPA license required ; advanced degree (JD, LLM, or MST) strongly preferred.
7+ years
of progressive experience in public accounting, with a strong focus on high-net-worth individuals and complex tax matters.
Proven ability to research, analyze, and advise on sophisticated tax issues.
Demonstrated experience in
reviewing tax returns
and guiding junior staff.
Experience with litigation support, forensic accounting, or expert testimony preferred but not required.
Comfortable working in a remote environment is PST, leveraging technology to collaborate and manage effectively.
Meet Your Recruiter Dana Jarvis, CPA, PHR – Manager, Executive Search Dana Jarvis brings a dynamic blend of technical acumen, a passion for people, and a strategic mindset to recruiting for Alliance’s Private Equity & Family Office Solutions Division. She is an invaluable resource for discerning clients looking to identify high‑caliber and hard‑to‑find talent. Dana’s extensive portfolio includes family office, real estate, tax, and corporate accounting roles. She leverages her Big Four experience, CPA and PHR credentials, and over 20 years in Accounting & HR operations to perfectly pair clients with candidates who have the precise attributes needed to excel. Dana is a third‑generation USC alumna and a former CalCPA Accounting Education Committee member. She has published several articles in CalCPA Magazine.
An avid traveler, Dana is always eager to discover new cities and cultures. She also loves playing tennis and exploring the wilds of Southern California.
(310) 601-3639
djarvis@allianceresourcegroup.com
Connect on LinkedIn
#J-18808-Ljbffr