Montgomery Taylor, an established CPA firm in Santa Rosa, California, is seeking a motivated, hands on, CPA/Tax Partner. We are seeking an experienced tax manager to prepare and review complex trust, estate, corporation, partnership, and individual income tax returns. This is a long-term growth opportunity for the right candidate, which will include a planned partnership interest. We are a high growth, high profile firm offering tax and wealth management services.
This position is the only Tax Manager position in our firm. This manager is a key person and must be capable of managing all aspects of the tax department; tax work, managing and training people, and setting policy and procedure.
Our CPA firm has a sister company, Montgomery Taylor & Company, which is a Registered Investment Advisor, offering investment management, wealth management, and financial planning services. These services have been a part of our offering since the very beginning and are very well established. Participation in our holistic approach to wealth and tax strategies for clients are among your responsibilities.