Tax Manager - Director

Description We are looking for an accomplished Tax Manager - Director to join a growing organization in Lake Forest, California. This position is ideal for someone in public accounting who brings strong technical tax knowledge, leadership capability, and a commitment to delivering high-quality client service. The role offers the opportunity to guide tax engagements, support team development, and contribute to a collaborative environment that values balance and long-term success.

Responsibilities:

• Lead the preparation, review, and finalization of complex tax filings for individuals, corporations, and sales and use tax matters.

• Oversee multiple client engagements at once, ensuring deadlines, quality standards, and regulatory requirements are consistently met.

• Provide direction and mentorship to tax staff, helping develop technical skills, review accuracy, and career growth.

• Advise clients on tax planning strategies, compliance considerations, and risk areas to support sound financial decisions.

• Evaluate and refine tax-related policies, procedures, and documentation to strengthen consistency and operational effectiveness.

• Collaborate with internal and external stakeholders on specialized engagements, including work involving nonprofit organizations, unions, and retirement-related entities when applicable.

• Research tax issues and interpret changing regulations to recommend practical solutions for clients and leadership.

• Support practice growth by building strong client relationships and contributing to a high-performing tax function. Requirements • At least 5 years of tax experience within a public accounting environment.

• Proven background in preparing and reviewing individual and corporate tax returns.

• Experience with sales and use tax compliance and related reporting requirements.

• Strong understanding of tax preparation standards, technical guidance, and applicable regulations.

• Ability to document, assess, and improve policies and procedures within a tax or accounting setting.

• Demonstrated success leading teams, managing workloads, and mentoring professionals.

• Experience with nonprofit, union, or 401(k) audit-related environments is preferred.

• Excellent communication and organizational skills with the ability to manage competing priorities effectively.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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