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Tax Manager

Tax Manager

Pelletier & Leo, LLPCity of Industry, CA, US
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Job Description

Job Description

Tax Manager - Future Partner Potential | Pelletier & Leo | City of Industry (Hybrid)

This isn't another manager role. It's your chance to take the reins and grow into leadership.

At Pelletier & Leo, we're a forward-thinking, full-service accounting firm founded by exBig 4 pros who walked away from the old-school grind and investor-first mindset to create something better.

We're scaling quickly, but intentionallykeeping people and relationships at the center of our work. Now, we're looking for a skilled Tax Manager ready to step up, guide a talented team, and help us shape the next chapter of our firm.

Why This Role Stands Out

Lead, Influence, and Improve

You'll oversee our City of Industry office operations, modernizing processes, developing your team, and enhancing the client experienceall with the backing of our dedicated operations, technology, and sales teams.

Partner Path with Real Upside

Our growth model is built to bring in new partnersnot shut them out. We're committed to giving ambitious leaders a real equity opportunity as we expand.

Work Worth Doing

Your expertise will matter here. Our clients are high-net-worth individuals and closely held businesses with complex, multi-entity needs. The work is challenging, interesting, and designed for someone who thrives on providing thoughtful, high-value advice.

Flexibility Without Burnout

Split your time between the office and home. During peak season, you'll see 5060 hour weeksnot the 80100 you might have endured elsewhere.

Culture That Invests in You

We reject the high-turnover, squeeze-every-ounce approach so common in accounting. Instead, we focus on keeping and growing great people, offering career-long opportunities, mentorship, and meaningful collaboration.

Our firm is dedicated to finding a place for each talented individual today and tomorrow. We value loyalty, teach people how to grow, and build lifelong careers within our firm.

What You'll Do

  • Oversee daily operations for our City of Industry office
  • Act as the primary liaison for clients and staff, with partner-level support
  • Mentor, train, and inspire your team
  • Review a mix of individual, partnership, corporate, and trust returns (including multi-entity and multi-state)
  • Serve as a trusted advisor on wealth management, tax strategy, and estate planning
  • Collaborate with our legal, accounting, and family office teams to deliver complete solutions
  • Contribute ideas and insights to firm-wide growth and expansion efforts

What We're Looking For

  • CPA license and 5+ years at a national firm (or 710 years at a strong local / regional firm)
  • Proven track record handling complex returns, mentoring staff, and managing client relationships
  • Skilled with Lacerte, CCH Suite, and SurePrep (or quick to adapt)
  • Leadership mindsetexperience running an office is a plus, but not required
  • A growth-oriented, solutions-driven approach with strong communication skills
  • Compensation & Benefits

  • $100,000 to $150,000 base salary (commensurate with experience)
  • Clear path to equity / partnership
  • Health, dental, vision, 401(k)
  • PTO + flexible hybrid work schedule
  • Why People Stay

    Our team members don't burn out and move onthey grow with us. If you're the kind of person who's always looking for a better way to do things, you'll find your place here for the long term.

    Apply todayor reach out to start a conversation. Even if you're not actively looking, we're happy to talk about what a different kind of accounting career could look like.

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    Tax Manager • City of Industry, CA, US

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