Top 77 Financial services consulting Jobs in Marina, Ca

Tax and Accounting Services Manager
Santa Cruz Pacific Accounting & Tax —Santa Cruz, CA
- $130,000 - $170,000 a year
- Full-time
- Hybrid work
- CPA
- 5 years
- Research
- Paid holidays
- Health insurance
Quick Apply
9d
Industrial Hygienist (CSST or CAC)
Atlas —California
- $34 - $43 an hour
- Full-time
- Up to 50% travel
- Mid-level
- Ability to climb stairs
- Paid parental leave
- AD&D insurance
Quick Apply
5d
Senior TMS Business Partner
Whole Foods Market —Monterey, CA
- $77,111 - $131,089 a year
- Full-time
- Microsoft Excel
- Bachelor of Science
- HIPAA
- Store discount
- Paid time off
11d
Accounting Consultant - Engagement Director
CliftonLarsonAllen —Carmel-by-the-Sea, CA
- $50 - $85 an hour
- Full-time
- CPA
- Finance
- Bachelor's degree
- Paid parental leave
- Health insurance
Tax Manager or Director
CliftonLarsonAllen —Salinas, CA
- $112,700 - $190,000 a year
- Full-time
- 6 years
- Management
- CPA
- Health insurance
- Dental insurance
8d
Personal Banker Associate I - Salinas Main
Fifth Third Bank —Salinas, CA
- $43,680 - $69,900 a year
- Full-time
- Military
- Office
- High school diploma or GED
Technical Project Manager
QuickLaunch Analytics —Santa Cruz, CA
- $120,000 - $140,000 a year
- Full-time
- Remote
- Azure
- Continuous improvement
- Organizational skills
Quick Apply
11d
Project Manager - Resilience and Community Planning (Northern California)
BKF —Salinas, CA
- $150,000 - $187,000 a year
- Full-time
- Hybrid work
- Management
- 5 years
- Office
- Profit sharing
- Paid holidays
Quick Apply
Float Personal Banker 1- Salinas
Fifth Third Bank —Salinas, CA
- $43,680 - $69,900 a year
- Full-time
- Office
- High school diploma or GED
- Math
2d
Commercial Relationship Manager II
Fifth Third Bank —Santa Cruz, CA
- $82,100 - $172,500 a year
- Full-time
- Mid-level
- Office
- Finance
Senior Tax Manager - Real Estate
PP&Co —Santa Cruz, CA
- $160,000 - $180,000 a year
- 7 years
- CPA
- Research
- Health insurance
- Dental insurance
Construction Manager - Transportation
BKF —Monterey, CA
- $190,000 - $250,000 a year
- Full-time
- Hybrid work
- Bachelor of Science
- Office
- Contracts
- Profit sharing
- Paid holidays
Quick Apply
Tax Manager
PP&Co —Santa Cruz, CA
- $150,000 - $185,000 a year
- CPA
- 5 years
- Research
- Health insurance
- Dental insurance
Automotive Store Manager
Midas of Seaside and Salinas —Salinas, CA
- $70,000 - $150,000 a year
- Weekends as needed
- Mid-level
- Driver's License
- Mentoring
- Dental insurance
- Paid time off
Quick Apply
Construction Project Manager - Transportation
BKF —Monterey, CA
- $190,000 - $250,000 a year
- Full-time
- Hybrid work
- Bachelor of Science
- Office
- Contracts
- Profit sharing
- Paid holidays
Quick Apply
Optician
American Vision Partners —Monterey, CA
- Full-time
- Microsoft Word
- Surgery
- Customer service
- Paid holidays
- Health insurance
12d
Float Personal Banker 1- Aptos
Fifth Third Bank —Santa Cruz, CA
- $43,680 - $69,900 a year
- Full-time
- Office
- High school diploma or GED
- Math
Lead, Project Delivery Engineer
American Water —Pacific Grove, CA
- $100,260 - $164,860 a year
- Full-time
- Engineering
- Office
- 8 years
- Employee stock purchase plan
- Health insurance
Collaborative Delivery Project Manager - Water/Wastewater
Kennedy/Jenks Consulting —Monterey, CA
- $133,000 - $222,000 a year
- Full-time
- Hybrid work
- Engineering
- Office
- Master's degree
- Travel reimbursement
- Health savings account
Beauty Sales Consultant
CVS Health —Carmel-by-the-Sea, CA
- $18.90 - $27.90 an hour
- Extended hours
- 18 years or older
- Spanish
- No high school diploma
- Health insurance
- Dental insurance
5d

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financial services consulting jobs near marina, ca

Tax and Accounting Services Manager

Santa Cruz Pacific Accounting & Tax
Santa Cruz, CA

Quick Apply

Job Details

Full-time
$130,000 - $170,000 a year
9 days ago

Benefits

Paid holidays
Health insurance
Paid time off
Opportunities for advancement

Qualifications

Customer communication
CPA
Tax return review
Corporate tax return preparation
Income tax planning
Tax research
Team development
Supervising experience
Managing accounting teams
Mentoring
Accounting firm experience
State tax return preparation
Managing projects
Project leadership
Communication skills

Full Job Description

Tax and Accounting Services Manager

Santa Cruz Pacific Accounting & Tax, PC

Santa Cruz, CA | Hybrid Opportunity Salary: Starting at $130,000

Join a Firm Where Your Expertise Matters

At Santa Cruz Pacific Accounting & Tax, we believe great tax professionals deserve more than a seat at the table. They deserve a voice in shaping client relationships, firm growth, and the future of the organization.

We're seeking an experienced Tax and Accounting Services Manager who is passionate about helping clients succeed, developing team members, and providing strategic guidance that extends beyond tax compliance. This is an opportunity to join a growing advisory firm where your knowledge, leadership, and ideas will have a direct impact.

Santa Cruz Pacific Accounting and Tax is built around our core values: A Growth Mindset, Integrity, Collegiality, and compassion. We believe in delivering exceptional service while creating an environment where talented professionals can build meaningful, rewarding careers.

Unlike larger firms where professionals often become specialists in a narrow area, our managers work directly with clients, influence firm strategy, and help shape the future of our practice.

You'll enjoy:

A strong commitment to work-life balance, including a maximum 55-hour workweek during tax season
A collaborative and supportive team culture
Opportunities to lead, mentor, and develop staff
Meaningful relationships with business owners and individual clients
Flexibility and autonomy in managing your work
Clear opportunities for professional growth and advancement
Exposure to complex tax planning and consulting engagements
Direct access to firm leadership
A firm large enough to offer diverse and challenging work, yet small enough to know and value every team member

Position Summary

The Tax and Accounting Services Manager is a leadership role responsible for overseeing complex tax and accounting engagements, reviewing tax returns, supporting tax planning initiatives, training, tech management, and managing the day-to-day accounting and financial reporting needs for an assigned portfolio of clients. This position also mentors accounting staff and ensures the timely, accurate delivery of high-quality client service.

Working closely with firm leadership, the tax and accounting services manager serves as a trusted advisor to clients on tax compliance, planning, and business matters.

The ideal candidate combines strong technical accounting skills with outstanding client service, leadership, and problem-solving abilities.

Key Responsibilities

Client Service & Leadership

Review complex individual, partnership, S corporation, C corporation, fiduciary, estate, and multi-state tax returns.
Manage tax engagements from planning through completion, including workflow management, deadlines, budgets, billing support, and client communication.
Identify advisory opportunities and provide practical recommendations to clients and firm leadership.
Conduct and supervise technical tax research, analysis, planning, and documentation.
Advise clients on federal and state tax compliance matters.
Communicate directly with clients, financial advisors, attorneys, and taxing authorities regarding tax questions, notices, audits, and compliance issues.

Accounting Operations & Financial Reporting

Manage bookkeeping, accounting operations, and client financial reporting deliverables.
Oversee month-end close activities, including journal entries, reconciliations, variance analysis, and review of client financial records.
Prepare and review monthly financial statements, including income statements, balance sheets, and cash flow reports.
Maintain and reconcile general ledger accounts, ensuring transactions are accurate, complete, and properly classified.
Monitor accounting controls and ensure adherence to accounting standards and best practices.

Team Development & Leadership

Supervise, train, mentor, and review the work of senior and staff accountants.
Collaborate with partners and staff to develop our tech stack.
Promote a culture of accountability, collaboration, and continuous learning.
Assist with staff development and coaching initiatives.
Support recruiting and retention efforts as the firm continues to grow.
Perform additional duties as needed

Required Qualifications

Active CPA license or Enrolled Agent (EA) credential
Minimum of 5+ years of public accounting tax experience.
Strong knowledge of federal and state taxation.
Experience reviewing individual and business tax returns.
Demonstrated tax research and planning experience.
Proven experience mentoring and supervising accounting professionals.
Excellent written and verbal communication skills.
Strong client service mindset and professional judgment.
Exceptional organizational and project management skills.

Compensation & Benefits

100% employer-paid medical insurance
SIMPLE IRA with employer contribution
Paid time off and firm holidays
Continuing education and professional development support
CPA licensing and professional membership assistance
Career advancement opportunities
Flexible work arrangements
A collaborative and supportive team culture

Pay: $130,000.00 - $170,000.00 per year

Work Location: Hybrid remote in Santa Cruz, CA 95060

Quick Apply

Refine Your Search

financial services consulting jobs in marina, ca

Tax and Accounting Services Manager

Industrial Hygienist (CSST or CAC)

Senior TMS Business Partner

Accounting Consultant - Engagement Director

Tax Manager or Director

Personal Banker Associate I - Salinas Main

Technical Project Manager

Project Manager - Resilience and Community Planning (Northern California)

Float Personal Banker 1- Salinas

Commercial Relationship Manager II

Senior Tax Manager - Real Estate

Construction Manager - Transportation

Tax Manager

Automotive Store Manager

Construction Project Manager - Transportation

Optician

Float Personal Banker 1- Aptos

Lead, Project Delivery Engineer

Collaborative Delivery Project Manager - Water/Wastewater

Beauty Sales Consultant

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