Tax Manager

About the role

As a member of the tax team, the Tax Manager will work with a diverse client base.

Responsibilities

• Review tax returns for individuals, business, estates, trusts and research unusual tax matters
• Perform complex tax research for clients
• Review and respond to IRS notices
• Assist business partners with other financial aspects of business, taxes, financial, strategy, etc.
• Manage multiple clients, budgets and production goals
• Participate with business development efforts, including but not limited to, meeting with prospective clients, preparing fee quotes and proposals, and evaluating clients' needs
• Identify and communicate creative ideas to improve client service, and entrepreneurial spirit to expand services with clients
• Be involved with professional organizations, conventions & conferences
• Participation in educational/training workshops for clients
• Facilitate in-house training
• Author a minimum of two update articles or blogs per year
• Business Development – Develop prospective contacts and relationships beneficial to the Firm and turn them into business opportunities
• Punctually enter time and expenses to support efficient billing processes
• Participate in the firm recruiting program, developing a rapport with candidates

Supervisory Responsibilities

• Minimum of two (2) years' experience in a supervisory position
• Monitor and check staff performance levels, ensuring that work is carried out within set deadlines, budget, and quality standards
• Responsible for the development, coaching and training of all levels of staff
• Participate in reviews and evaluations of accounting professionals
• Demonstrated ability to plan and organize projects

Qualifications

• Bachelor's Degree in Accounting/Taxation, Finance or other business related field; Master's degree preferred
• Active California CPA license required
• Five (5) to seven (7+) years tax experience in public accounting, demonstrating a proven progression in complexity, scope, preparing tax returns
• Proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint and Teams)
• Proficiency in CCH Access, SurePrep, BNA Tax Planner and QBO
• Knowledge of Practice CS and PowerBi, preferred

Pay

$120,000 - $141,000

Benefits

All exempt positions are eligible for a discretionary bonus and all employees who are regularly scheduled to work 30 hours or more per week are offered a comprehensive benefits package. Our remote work environment allows you the freedom to manage your personal commitments while staying dedicated to serving our clients.

Work Environment

Typical indoor office environment