Senior Tax Manager / Certified Public Accountant
Brea, CA Hybrid (2–3 days in-office) Partner-Track Opportunity
About Us
For over 30 years, NorthPoint Tax, Wealth & Business Advisory has elevated the lives of a diverse and remarkable clientele — entrepreneurs, physicians, musicians, business owners, executives, and many more. We deliver holistic solutions across tax, wealth management, and business advisory, all under one roof.
We’re big enough to have the resources and capital to invest meaningfully in our team and our growth — and small enough that you’d be joining at what we’d call the ground level. We love what we do, we have a great team, an impressive client base, and a diversified, sustainable growth plan. The firm is growing, and we’re looking for exceptional people to grow right alongside us.
Put simply, our team is awesome. We have fun, we genuinely care about one another, and we’re all in it together. Everyone here has a real opportunity to grow personally, professionally, and financially.
The Opportunity
We’re looking for an experienced Senior CPA who is excellent across the full spectrum of tax — planning, preparation, and review — and who genuinely loves working with clients. The right person is as comfortable solving a complex tax question as they are sitting across from a client during an important moment in their life, building the kind of trust and lasting relationships that define a great firm.
This is a high-impact, client-facing role with a clear runway. For the person who makes a meaningful difference here — in our clients’ lives and in the growth of the firm — there is a genuine path to one day becoming a partner. If you’ve been looking for a place where strong work is seen, valued, and rewarded with real ownership and upside, this is it.
What You’ll Do
- Lead tax planning, preparation, and review across a broad and sophisticated client base — individuals, business owners, and complex entities.
- Build deep, lasting relationships with clients, serving as a trusted advisor they turn to for the decisions that matter most.
- Identify proactive planning opportunities and translate complex tax matters into clear, actionable guidance clients understand.
- Mentor and elevate team members, raising the bar on technical quality and client service across the firm.
- Collaborate with our wealth management and business advisory teams to deliver truly holistic solutions.
- Help shape the future of a growing firm — your ideas and leadership will have a real seat at the table.
What We’re Looking For
- Active CPA license.
- 10+ years of tax experience, with real depth in planning, preparation, and review.
- Outstanding communicator — someone who connects naturally with clients and builds genuine, lasting trust.
- A relationship-builder at heart, with a sincere desire to help people and be present for them.
- Strong technical command across individual and business taxation; experience with complex returns and entities a big plus.
- Collaborative, team-first work style with high integrity, professionalism, and a positive attitude.
- A growth mindset and the ambition to build something lasting — including, for the right person, partnership.
What We Offer
- Highly competitive base + bonus, with real upside for impact.
- A genuine partner track for the person who makes a big enough difference.
- Retirement Plans: 401(k) with matching, Cash Balance/Defined Benefit contributions.
- Health, dental, and vision insurance.
- Hybrid schedule (3 days in-office) with flexibility.
- Paid time off.
- Education & License reimbursements
- A supportive, high-caliber team and a firm that’s genuinely fun to be part of.
- Access to top tier technology and AI integrations.
Pay: From $100,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Continuing education credits
- Dental insurance
- Family leave
- Flexible schedule
- Flexible spending account
- Health insurance
- License reimbursement
- On-site gym
- Opportunities for advancement
- Paid sick time
- Paid time off
- Paid training
- Parental leave
- Professional development assistance
- Profit sharing
- Retirement plan
- Vision insurance
Application Question(s):
- Do you currently hold an active CPA license in good standing in a U.S. state?
- Are you able to work from our Brea, California office three days per week on a regular basis?
- Briefly describe your experience reviewing complex individual and business tax returns. Please include the primary return types you have reviewed recently, such as Forms 1040, 1041, 1065, 1120S, 1120, 706/709, and multistate returns.
- In three to five sentences, describe one proactive tax-planning strategy you personally identified, recommended, and explained to a client. What was the client’s situation, what did you recommend, and what was the result?
- Briefly describe your current client-facing and team-leadership responsibilities, including the types of clients you advise, your role in client meetings, and the number and experience level of professionals you supervise or mentor.
- Which professional tax preparation and tax research platforms have you used, and for approximately how long? Please specifically note any experience with Lacerte.
Education:
Experience:
- Tax: 10 years (Preferred)
License/Certification:
Ability to Commute:
- Brea, CA 92821 (Preferred)
Work Location: Hybrid remote in Brea, CA 92821
