Job Title: Senior Tax Manager - HNW, Passthroughs, Trusts

Location: Los Angeles, CA or Orange County offices

Salary: $170K - $200K DOE, annual bonuses, full benefits, 401(k) w/ 3% match, 5 weeks PTO, and more

Requirements: Active CPA, EA, or J.D. and Authorized to Work in the U.S.

About Us: We are a IPA Top 100 and "Best of the Best" full-service CPA firm who's been based in Southern California for the last 30+ years. Since our founding, we've grown to 500+ employees who offer world-class Tax, Audit, Advisory, Family Office, and Business Management services to clients in a myriad of different key segments like Real Estate, Manufacturing, Tech, Private Equity, Retail, and Professional Services.

Yes, we're a larger regional firm, but what's important is that we provide the expertise and client complexity of a much larger firm, without the burnout! We understand it's important to prioritize work-life balance, and we do things just a bit differently here, unlike the traditional CPA firm, by offering flexible busy season schedules, free meals, sponsored social hours, in-office massages, and much more during crunch times.

That said, our people are our greatest asset, and because of that, we're looking to add a key leader to our team to focus on HNWIs/Families, Passthrough Entities, and their related EGTs. If you're looking to join a team that values client relationships, deep expertise, and continued development, please apply today or feel free to send your resume directly to ricky.miranda@levelociti.com!

Top Reasons to Work with Us

• Top 100 CPA Firm in the U.S. (INSIDE Public Accounting)
• "Best of the Best Accounting Firms" 10+ years in a row
• Top 10 Accounting Firms in the U.S. for Culture, Diversity, Leadership, and Professional Growth
• Stability + Prof. Growth - Development Programs in place for those interested in Partner track
• Regional firm atmosphere with no micromanagement

What You Need For This Position

• 7-10+ years of progressive Public Accounting & Tax experience
• Minimum 2+ years at the Manager level supervising lower-level staff
• Strong technical knowledge of HNWI, S-Corp, Partnership, and Trust taxation
• Experience managing complex client engagements and operating as a main POC
• Bachelor's of Science in Accounting or related

Preferred

• MST
• Estate & Gift experience is a big plus

What's In It For You

• Competitive salary ($170,000 - $200,000 DOE)
• Annual bonus
• Yearly comp. adjustments
• 401(k) plan
• Clear Path to Partner

Benefits

• Health
• Dental
• Vision
• Life Insurance
• Health Savings Account
• Disability Insurance
• Parental leave
• Flexible hours
• 5 weeks PTO
• Free lunch & snacks
• Company social events
• Firm-sponsored Master's in Taxation
• Tuition Assistance

Candidates must be based and authorized to work in the U.S.