Senior Tax Manager

Job description

OVERVIEW

This is unique opportunity for the right candidate who is versatile and can prepare and review business and personal returns in tantum with the partner. The Tax Manager will be responsible for applying industry specific knowledge to advice clients on the tax implications of their business objections, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex tax issues. In this role, Tax Manager will be in charge with applying knowledge to understand potential tax issues, and recognizing, communicating potential risks and potential changes in the tax policy and making decisions regarding filing, preparation and resolution of questions from federal / state agencies.

RESPONSIBILITIES

• Consult with clients on a variety of tax, accounting, and business matters, including business entity selection, employee benefits, equity compensation, accounting for income taxes, real estate ownership and management
• Perform tax research and analysis for complex tax compliance matters and tax consulting opportunities
• Prepare and/or review individual and small business, corporate, and partnership income tax returns, including consolidated multi-state corporate and multitier partnership income tax returns
• Prepare and/or review corporate and individual estimated income tax calculations
• Making phone calls to IRS as needed
• Recommend and implement workflow processes and adapt to rapid change.
• Participate in and occasionally perform internal firm trainings on tax laws and their application
• Maintain general knowledge of new tax laws, rulings, and cases

Qualifications

• Bachelors degree in accounting required.
• REQUIRED: Five (5) or more years of prior California and Federal relevant tax experience
• REQUIRED: CPA certification, or Internal Revenue Service Enrolled Agent (“EA”)
• Masters in Accountancy or Taxation preferred
• Proficient with the Microsoft Office Suite preferred
• Experience with tax research databases and tax compliance process software preferred
• Possession of other professional degrees or certifications applicable to role preferred

Other Knowledge, Skills & Abilities:

• Superior verbal and written communication skills
• Strong work ethic and time management skills
• Excellent client interaction skills
• Strong accounting business acumen
• Ability to adapt to rapid change.
• Strong analytical, research and critical thinking skills as well as decision-making skills
• Capacity to work well either alone or in a team environment
• Ability to collaborate well with other CPAs, partner, and enrolled agents
• Capable of developing and managing a team of tax professionals
• Ability to compose written tax advice
• Capable of effectively developing and maintaining client relationships
• Executive presence and ability to act as primary client contact for preparation and presentation of issues and resolutions to clients

Benefits:

• Competitive compensation plan including bonuses
• A comprehensive benefit program which includes medical and dental plans
• 401K
• Paid vacation and sick time
• Holidays off
• A creative, collaborative, and inclusive company culture

Schedule:

• Monday to Friday

Work Remotely:

• 2 Days a week (Optional - Not during tax season)

Job Type: Full-time

Pay: $100,000.00 - $140,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Continuing education credits
• Dental insurance
• Flexible schedule
• Health insurance
• Paid sick time
• Paid time off
• Vision insurance

Schedule:

• Monday to Friday

Experience:

• Federal & California Tax: 5 years (Required)

License/Certification:

• CPA (Required)

Work Location: In person

Requirements

Qualifications

• Bachelors degree in accounting required.
• REQUIRED: Five (5) or more years of prior California and Federal relevant tax experience
• REQUIRED: CPA certification, or Internal Revenue Service Enrolled Agent (“EA”)
• Masters in Accountancy or Taxation preferred
• Proficient with the Microsoft Office Suite preferred
• Experience with tax research databases and tax compliance process software preferred
• Possession of other professional degrees or certifications applicable to role preferred

Other Knowledge, Skills & Abilities:

• Superior verbal and written communication skills
• Strong work ethic and time management skills
• Excellent client interaction skills
• Strong accounting business acumen
• Ability to adapt to rapid change.
• Strong analytical, research and critical thinking skills as well as decision-making skills
• Capacity to work well either alone or in a team environment
• Ability to collaborate well with other CPAs, partner, and enrolled agents
• Capable of developing and managing a team of tax professionals
• Ability to compose written tax advice
• Capable of effectively developing and maintaining client relationships
• Executive presence and ability to act as primary client contact for preparation and presentation of issues and resolutions to clients

Benefits: