Overview
Managing Partner @ Cambaliza McGee (CM) LLP | Taxation and Business Advisory
What You Will Gain
A Supportive Culture
True Teamwork
Challenging Projects
Continuous Growth
A Seat at the Table
What You Will Do
Review
(and
prepare
as needed)
tax returns
for all entity types, their owners, and high net worth individuals.
Lead and support
tax planning and consulting
engagements. We are not just tax preparers.
Manage multiple projects, clients, and staff while meeting deadlines.
Mentor and train staff, ensuring accuracy and professional development.
Communicate proactively with clients and the team about planning results.
Collaborate with partners on billing and workflow.
What It Takes to Succeed
Active CPA license (preferred) with strong experience in tax preparation and review.
Organized, efficient, and willing to adapt to our quality control processes as well as high tech work-flow.
Solid technical knowledge of business and individual taxation (multi-state a plus).
Excellent verbal / written communication - say what is on your mind (we cannot read minds, we have tried).
Positive, collaborative, and willing to learn and help others. We laugh hard, work hard and do not tolerate toxic behaviors.
Comfortable with Microsoft Suite & Adobe PDF; CCH Axcess and Prosystemsfx Engagement software experience strongly preferred.
Confident engaging with clients via phone, Zoom, Teams or in person.
Why Join Us?
At Cambaliza McGee LLP, you will be more than a Manager - you will be a trusted advisor, a mentor, and part of a firm that truly cares about both its clients and its people. Together, we help businesses thrive while creating a place where we all can truly grow.
Job Details
Seniority level : Mid-Senior level
Employment type : Full-time
Job function : Accounting / Auditing and Finance
Industries : Accounting
Location : Irvine, CA
Salary : $160,000.00-$220,000.00
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Tax Senior Manager • Newport Beach, California, United States