Senior Tax Manager

Project Time & Cost, LLC

. Work with and support the firm's Director in leading and managing the local team .

Posted 9/29/2026full-timeSanta Barbara • California • United StatesSenior💰 $120,000 - $195,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in tax return preparation and review for individuals, corporations, partnerships, and estates, while effectively managing client relationships and leading team development. Exhibits strong communication skills and a strategic mindset to drive growth and operational excellence.

Highest-signal resume keywords

Tax Return PreparationClient Relationship ManagementStaff ManagementCPA CertificationStrategic Operations

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Tax Return ReviewIndividual Tax ReturnsCorporate Tax ReturnsPartnership Tax ReturnsEstate Tax Returns

Soft Skills

Excellent CommunicationAttention ManagementMentoring

Certifications & Qualifications

CPAEA

Industry Keywords

ConsultingAdvisoryGrowth InitiativesOperational StrategiesProprietor Mentality

About the role

Key responsibilities & impact

Work with and support the firm's Director in leading and managing the local team
Become a primary point of contact for clients from retiring partners
Serve as the primary point of contact and relationship manager for new clients
Work with the firm's executive team and Director to develop and execute the firm's growth initiatives, product and services offering, and operational strategies
Review and manage individual, business (c-corps, s-corps, and partnerships) and trust tax return engagements
Lead the firm's consulting and advisory efforts in the region
Lead and manage staff in areas of research, training, and development
Drive growth, mentor employees, uphold the firm's standards of excellence, and take ownership of client relationships and team management

Requirements

What you’ll need

7 - 12 years of experience preparing and reviewing individual, corporate, partnership and estate tax returns
Bachelor's degree required
Master’s degree preferred
CPA or EA certification required
Direct experience managing staff and client relationships
Excellent communication and attention management skills
Proprietor mentality and work ethic
Entrepreneurial minded with an interest in strategy and operations

Benefits

Comp & perks

Market-leading base compensation
Paid medical benefits
401(k)
Autonomy to lead and manage the office in a way that promotes overall wellness for yourself and employees
Flexible work arrangements
Work/life balance priority
Professional and dynamic work environment