Job Category: Accounting
Location: Woodland Hills, California, United States
Date published: 14-Jun-2022
Job type: Full Time
Description and Requirements
About the role
Tax Manager
We are currently seeking an experienced Tax Manager to join our team in our San Diego, CA or Woodland Hills, CA location.
Who We Are:
• Are you tired of working nights and weekends during tax season, year after year? Do you seek a more flexible schedule during off-season? Are you interested in working at a local firm where you can really make a difference? Come join our (woman owned) team and be a part of something you can be proud of.
• This is an exciting opportunity for the right person. We are not your typical CPA firm; we don’t believe in working a lot of overtime during the busy season(s). We utilize technology as much as possible to make our processes more efficient and are growing at a rapid pace.
• We currently have an office in San Diego (headquarters) and one in Woodland Hills, along with a team in the Philippines, for a total of 25 employees.
What We Offer:
• Salary commensurate with experience
• Comprehensive benefits package available (Health, Dental, and Vison insurances; 401(k) plan)
What You’ll Do:
Core duties and responsibilities include the following. Other duties may be assigned
• Interacting with clients to provide tax planning, consulting, and compliance expertise
• Providing primary review of all tax returns
• Working closely with partners and staff on client management
• Deposit A/R payments and record in accounting system
• Managing staff on client engagements; plan, execute, direct, and complete tax projects in a wide variety of industries; provide innovative tax planning, consulting, and compliance expertise to clients; and manage to budget.
• Managing, developing and training staff on tax projects and assessing performance for engagement and year-end reviews
• Conducting reviews of income tax returns to include Corporate, S-Corp., Partnership, Fiduciary and individual clients. Prepare more complicated returns of all types
• Maintaining communication with clients to ensure satisfaction and make sure deadlines are met
Our Ideal Candidate
Education and Experience:
• Bachelor’s degree in Accounting
• Active CPA license in California
• 5-10 years of progressive federal tax consulting and compliance experience in public accounting
• Experience with Corporate, S-Corp., Partnership, Fiduciary and Non-Profit returns, including multi-state and international tax issues
• 2-5 years of experience reviewing tax returns
Required Skills and Abilities:
• Excellent analytical, technical, and tax accounting/technology skills
• Exceptional client service and communication skills with a demonstrated ability to develop and maintain client relationships
• Strong written, interpersonal, and presentation skills
• Computer expertise including knowledge of tax software and technology, Lacerte preferred
To Apply:
Please submit your resume via the “APPLY NOW” button
Equal Opportunity Employer