Experienced Tax Manager

Company Overview

Number Nerds is a growing and dynamic accounting and tax services firm committed to delivering exceptional financial solutions to our clients. We specialize in tax preparation, compliance, and advisory services for individuals and businesses. Our collaborative and fast-paced environment provides opportunities for professional growth, innovation, and leadership within our team.

Position Overview

We are seeking an Experienced Tax Manager to join our leadership team. This individual will take ownership of complex and high-value tax engagements, provide strategic tax planning and consulting to clients, and oversee multiple teams to ensure exceptional service delivery. The ideal candidate is a seasoned tax professional who thrives on building long-term client relationships, developing talent, and driving firm-wide growth and innovation. This is a high-impact role for a professional ready to step beyond compliance and contribute at a strategic leadership level.

Key Responsibilities

• Lead and oversee preparation, review, and delivery of advanced tax filings (individuals, partnerships, S-corps, C-corps, trusts, multi-state entities).
• Provide forward-looking tax planning and advisory services to clients with complex needs, including business owners and high-net-worth individuals.
• Manage a portfolio of key client relationships, ensuring proactive communication, trust-building, and strategic guidance.
• Supervise, mentor, and inspire multiple staff and senior accountants; lead training initiatives and performance development.
• Collaborate with partners and firm leadership on business development, client service strategy, and operational improvements.
• Monitor and interpret changes in federal, state, and local tax laws; communicate implications to clients and incorporate into firm policies.
• Champion process improvements, technology adoption, and best practices to enhance efficiency and profitability.
• Ensure compliance, accuracy, and audit readiness across all engagements under management.

Key Qualifications

• CPA or EA designation required.
• 10+ years of progressive tax experience, including significant experience with complex business and individual returns.
• Prior experience in a Tax Manager role with demonstrated leadership of multiple staff members and engagements.
• Strong technical knowledge of tax regulations, planning strategies, and compliance standards.
• Expertise in ProConnect, Lacerte, and Excel; ability to optimize technology use across teams.
• Proven ability to develop client relationships at the executive level and provide strategic advisory guidance.
• Excellent leadership, communication, and problem-solving skills.

Why Join Us?

• Strategic Leadership – Play a direct role in shaping the firm’s client portfolio, culture, and growth trajectory.
• People-First Culture – Join a collaborative team that values mentorship, flexibility, and innovation.
• Impactful Work – Advise business owners and individuals on meaningful financial decisions.
• Competitive Compensation, healthcare, flexible PTO, and additional benefits.

To Apply

Please submit your resume and a brief cover letter.

Job Type: Full-time
Schedule: Monday to Friday
Work Location: In-person, Governor Dr., San Diego, CA