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Manager - Tax Planning Depart

Carlsbad, CA

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This individual will lead and manage multiple tax engagements to deliver quality tax services for our clients. This position offers excellent opportunities for leadership and career advancement to the right candidate. **MEMBERS ONLY**SIGN UP NOW***., a progressive twenty-two year old financial planning and tax preparation firm seeks a Tax Manager to oversee our tax practice and ensure ongoing excellence in client service. We are looking for an entrepreneurial, ambitious CPA or EA who is ready to take the lead within our Carlsbad, CA office. This is not a “seasonal” position and we are not your typical firm!!  We are a year-round, dog-friendly planning and financial services firm.  Our core offerings are full financial planning, portfolio management, investment real estate options as well as and life and long term care insurance planning.  Our tax preparation client base is comprised of approximately 250 households and our financial planning services are provided to an additional 200 families who partner with us for year-round financial guidance. Our team is committed to providing a rich client experience in a fun, collaborative environment.  If you have been wanting to run your own show in an integrated team-based financial services environment …. but don’t have time to start from scratch, this opportunity would be just right for you.  The career path provides an initial base salary with profit sharing opportunity along with long-term equity participation in the firm a high potential. Please send your resume and cover letter with salary expectations for confidential consideration.,

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