Firm Overview

We are a small, family-oriented public accounting firm with three employees, known for high-quality client service and complex tax work. The firm has contracted with an overseas third-party provider for bookkeeping support, allowing our internal team to focus on tax planning, preparation, and review. This role is a key hire as our current Tax Manager transitions out, and as the firm owner plans for retirement in approximately three years.

Position Summary

We are seeking an experienced Tax Manager (Active CPA required) to oversee complex tax engagements, manage workflow, and ensure timely, high-quality delivery of client work. This role is ideal for a seasoned small-firm professional who enjoys hands-on tax work, project management, and the opportunity to grow into a firm leadership and succession role.

The incoming Tax Manager will assume responsibility for a significant existing workload that has historically been handled by one high-performing manager. The goal is continuity, quality, and leadership—getting projects out the door efficiently while maintaining the firm’s high standards.

Key Responsibilities

Prepare and review complex federal and state tax returns for:

Closely held and complex business entities

High-net-worth individuals

Personally prepare and/or review a substantial volume of returns during busy season (approximately 450–500 total returns annually).

Oversee and review work prepared by a Tax Senior (hired to support preparation work).

Manage tax projects from start to finish, ensuring deadlines are met and work is delivered accurately.

Coordinate with outsourced bookkeeping providers as needed.

Maintain and enhance firm processes and workflow using Lacerte and Karbon (training provided for Karbon if needed).

Serve as a key point of contact for complex client matters.

Support firm leadership with continuity planning and long-term transition.

Required Qualifications

Active CPA license (required).

Strong background in complex tax for businesses and individuals.

Experience preparing and reviewing complex returns in a public accounting firm environment.

Proven ability to manage multiple projects and deadlines independently.

Comfortable working in a small-firm, hands-on environment.

High attention to detail with a strong commitment to quality.

Preferred Qualifications

Experience in a small or family-owned public accounting firm.

Prior experience carrying a full tax workload and managing engagements end-to-end.

Familiarity with Lacerte required; experience with Karbon preferred (or willingness to learn).

Interest in long-term growth, leadership, and potential firm succession.

Equal Opportunity Employer / Disabled / Protected Veterans

The Know Your Rights poster is available here:
https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf

The pay transparency policy is available here:
https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf

For temporary assignments lasting 13 weeks or longer, AppleOne is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.

We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.

AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.
https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf

We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.