The opportunity timeline

• Overview

  Financial Planning Plus is hiring a Tax Manager in Fairfield, CA.

• Role description

  At Financial Planning Plus the finance team is small enough that your Tax Manager fingerprints land on Fairfield's biggest decisions. This Fairfield opening trades 8 years and QuickBooks for $133,000 - $203,000, then layers on the ownership most listings only hint at.

  Key Responsibilities

  • Forecast tax payments precisely enough to avoid an underpayment penalty
  • Streamline month-end close to reduce reporting turnaround time
  • Convert a messy chart of accounts into something a newcomer can read
  • Partner with department heads to track spending against approved budgets
  • Pair Liquidity Management reporting with Organization reviews for a tighter feedback loop
  • Build the Internal Controls model that finally retires the manual workbook

  What You'll Bring

  • Comfort owning finance decisions in a CA market
  • 7+ years of Liquidity Management reps, not just Liquidity Management exposure
  • 8+ years navigating the politics that finance work attracts
  • Ability to thrive both independently and as part of a tight-knit team

  Growing steadily over 6 years, Financial Planning Plus now leads low-drama innovation in the finance market. The team trusts each other to do the right thing without constant oversight or micromanagement.

  For your Liquidity Management and 8 of grit, we offer $133,000 - $203,000, mentorship, benefits, and the flexibility to do Fairfield on your terms.

  We are reviewing Workday Adaptive Planning and CPA Certification backgrounds on a daily basis for this seat.

  We're hiring, and your application could be the one we've been waiting for.

• Required skills

  • CPA Certification
  • QuickBooks
  • Liquidity Management
  • Risk Assessment
  • Internal Controls
  • Workday Adaptive Planning
  • Organization
  • Critical Thinking

• Benefits & perks

  • Sabbatical Leave
  • Stock options
  • Relocation Assistance
  • Auto and home insurance discounts
  • Parking Allowance
  • Paid certification exam fees
  • Paid maternity leave
  • Oil Changes
  • Travel per diem
  • Service Discounts
  • Cost-of-living adjustments
  • Continuing education leave

• Apply before 2026-08-24

  Submit your application for this Temporary finance position.