Job Title: Senior Tax Production Manager (CPA or EA U.S. Tax Reviewer)

Employment Type: Full-time or Part-time | Permanent

About the Role

Are you seeking a career that prioritizes excellence, work/life balance, and professional growth? Tax Prose invites you to join a forward-thinking, high-integrity firm where client care, quality control, and leadership are paramount. As a Senior Tax Production Manager, you will lead our compliance department and mentor a talented team, ensuring accurate, timely tax filings and consistent professional development.

Key Responsibilities

As a Senior Tax Production Manager, you will:

Review Tax Returns Lead the review of complex individual, partnership, S-corp, C-corp, and trust tax returns; assist in preparation as needed.
Team Leadership & Mentorship Provide training, guidance, and support to staff accountants, bookkeepers, and junior tax preparers; lead by example and reinforce best practices.
Workflow Oversight Manage the production pipeline from intake through delivery, ensuring accuracy, efficiency, and compliance with deadlines.
Process Documentation Create process documentation and assist in recording internal training videos to support firmwide knowledge transfer.
Client-Facing Support Serve as the second set of eyes on tax matters and elevate the client experience with strategic tax insights.
Collaboration & Huddles Run daily or weekly check-ins to coordinate tasks, troubleshoot issues, and maintain accountability across the team.
Special Projects Engage in ad hoc tax strategy, resolution, and internal improvement initiatives.

Qualifications

Required:

Valid and active California CPA license or EA credential
Minimum 4 years of U.S. tax preparation and review experience
Strong understanding of GAAP, tax code, and financial reporting
Excellent written and verbal communication skills
Experience supervising or mentoring a team
Authorized to work in the U.S. without sponsorship
Ability to commit exclusively to the firm

Preferred:

Bachelors degree in Accounting, Finance, or related field
Experience with process improvement and/or team leadership in a public accounting setting

Preferred Software Experience

While training is provided, familiarity with the following is a plus:

QuickBooks / Xero
Lacerte / ProConnect
Liscio

What We Offer

Competitive salary based on experience
Performance-based bonuses
Paid training and continuing education
PTO and flexible scheduling (after probationary period)
Company-provided equipment
Professional growth through structured performance reviews
Supportive team culture and leadership transparency

Schedule

8-hour shifts
Monday to Friday, with flexibility
Occasional weekend availability during tax season

Application Process

The hiring process includes:

Online application
Proctored technical exam
Accountant-specific personality assessment
Interviews with firm leadership

Join us and be part of a firm that values your expertise, respects your time, and supports your career.

Retirement Benefits

SIMPLE IRA plan with 3% employer match
Available to eligible employees after the applicable waiting period

Paid Time Off

Paid Time Off (PTO)
Paid Holidays: Includes federal holidays, the day after tax deadline, and firm closure between Christmas and New Year’s
Additional flex days available based on performance and tenure

Professional Development

Paid CPE and training
CPA/EA license renewal fees covered
Professional memberships (e.g., CalCPA, NAEA) reimbursed
Access to mentorship, leadership development, and technical training

Work/Life Balance

Flexible scheduling with hybrid and remote work options potential
Reasonable workloads with no expectation of burnout during tax season
Structured workflow systems to support focused, efficient workdays
Respect for personal boundaries and family commitments
Work in another office location to change your environment now and then - optional