(Remote or Chico, CA)

What We're Looking For

We're seeking an experienced Tax Manager to build and manage a portfolio of firm clients while delivering high-quality tax compliance, planning, and advisory services to a diverse client base. This is a client-facing leadership role ideal for a proactive, self-driven professional who combines deep technical expertise with excellent communication skills and a passion for helping clients succeed.

You're someone who thrives on solving complex tax challenges, advising business owners, and mentoring team members to deliver exceptional results all while maintaining a healthy work-life balance. You take ownership, love improving processes, and bring ideas to the table. You're not just along for the ride; you help steer the ship.

What You'll Be Doing

Tax Compliance & Planning

• Prepare and ensure timely delivery of federal, state, and local income tax returns for Individuals (1040), Partnerships (1065), S Corporations (1120S), C Corporations (1120)
• Review returns prepared by team members, ensuring technical accuracy and compliance, while strengthening their knowledge through thoughtful review notes and learning opportunities
• Step back from the technical details to analyze each return from a big-picture perspective
• Proactively identify opportunities to minimize client tax liabilities and develop tailored strategies
• Stay current with tax law changes and communicate updates to clients and internal teams

Client Advisory & Support

• Serve as the primary point of contact for assigned clients on tax-related matters, building strong, long-term relationships
• Maintain consistent engagement with clients, ensuring their evolving needs are understood and addressed through regular communication
• Research and respond to IRS and state inquiries in a timely and professional manner
• Collaborate directly with the clients' designated MCo CAS Advisor or their internal accounting team to ensure alignment and accuracy
• Consult and advise clients on key areas that are important to them such as entity selection, compensation strategies, and tax strategies that support their goals

Research, Leadership & Development

• Partner closely with the Director of Tax to oversee workflow, prioritize deadlines, and enhance firm processes
• Participate actively in improving systems, workflows, and documentation; share ideas that make the firm better