Part-Time Accounting and Tax Manager

Part-Time Accounting Manager

Irvine, CA

Flexible schedule- Hybrid work with 1-2 days onsite depending on season tax needs

20-25 hours/week, hours may increase to 30-40 during tax busy season

About Client

They are a modern, boutique CPA firm helping high-net-worth families and business owners simplify their financial lives. They combine tax, accounting, and advisory services in one “modern family office” model — proactive, tech-enabled, and relationship-driven.

We value quality, balance, and ownership.

Role Overview

The Part-Time Tax Manager & Client Lead is a senior-level role designed for an experienced CPA who wants meaningful client interaction and technical work without full-time burnout. You’ll manage a small portfolio of clients, review returns, guide staff, and act as a primary contact for client questions and planning discussions.

This is ideal for someone who values flexibility, craftsmanship, and impact — not busywork.

Reports to: Managing Partner

Hours: (flexible)

Location: Hybrid – Irvine, CA or Remote (U.S. based) On-site to start

Compensation: $50 an hour + Monthly Production Bonus

Benefits: 401k with Employer Match, Medical, Dental, Vision

Core Responsibilities

Tax Review & Planning

• Review and/or prep complex individual, S-corp, partnership, and trust returns.
• Oversee quarterly estimates, extensions, and planning projections.
• Spot planning opportunities (e.g., PTE elections, S-Corp comp, depreciation, retirement plans).
• Handle limited hands-on prep for high-complexity clients as needed.

Client Accounting

• Manage month-end close and deliver P&L, balance sheet, and cash flow summaries.
• Review external accounting works monthly/quarterly to avoid clean-ups annually.
• Advise clients on CFO advisory services.
• Collaborate with the tax team to keep entity-level books tax-ready.
• Make recommendations in workflow and processes.

Client Relationship Management

• Serve as the primary point of contact for assigned clients.
• Lead quarterly check-ins and year-end planning.
• Translate tax insights into actionable advice.

Team Leadership & Workflow

• Review and mentor work prepared by staff accountants or outsourced teams.
• Manage tasks and deliverables.
• Communicate updates asynchronously.

Qualifications

• Active CPA license required.
• 5+ years of tax experience, including review of business returns.
• Strong understanding of multi-entity and high-net-worth individual taxation.
• Experience with Lacerte & Quickbooks Online required.
• Tech-savvy: Comfortable with AI & using various platforms.
• Excellent written and verbal communicator.
• Comfortable with asynchronous communication and flexible schedule.

Culture Fit

• Proactive – anticipates client and team needs; doesn’t wait for direction
• Ownership-driven – accepts accountability and follows through on improvements
• Simplifier – turns complexity into clarity
• Collaborative – values calm, transparent teamwork
• Family-first mindset – respects balance and well-being