Tax Manager

This is a fully remote position, open to applicants in California.

📋 Description

• Evaluate tax compliance returns for high-net-worth individuals, partnerships, estates, trusts, joint ventures, noncorporate entities, and combined state taxes.

• Analyze intricate individual tax returns.

• Oversee and cultivate relationships with income tax and financial planning clients.

• Collaborate with tax partners and team members on client management, practice enhancement, and business growth.

• Engage with clients to set expectations, ensure satisfaction, meet deadlines, and drive change initiatives.

• Advise and work alongside clients on business and process enhancements.

• Act as a business consultant to clients.

• Manage multiple taxation engagements related to partnerships and individuals.

• Create year-end projections.

• Investigate tax-related issues.

• Mentor Associates and provide guidance on tax matters.

• Uphold strong oral and written presentation abilities.

⛳️ Requirements

• Minimum of 5 years of experience in public accounting.

• 2-4 years of supervisory or managerial experience.

• Comprehensive understanding of Tax Law, with specialized expertise in areas such as partnerships, high-net-worth individuals, corporations, pass-through taxation, estate and gift tax, investment advisory, and financial planning.

• Proficient in preparing working trial balances and year-end adjusting entries.

• Bachelor's degree in Accounting, Finance, or other relevant business disciplines.

• CPA certification is mandatory.

• Strong technical proficiency in tax preparation, review, compliance, and research.

• Excellent analytical, organizational, written, and verbal communication skills.

• Familiarity with Excel, Word, and CCH Axcess.

• Exceptional leadership, mentoring, and interpersonal capabilities.

• Ability to build and maintain relationships with clients and staff.

🏝️ Benefits

• Medical, dental, and vision insurance.

• Profit-sharing plan.

• Parental leave.

• 401(k) match.

• Annual ski and camping trip.

• Black-tie holiday celebration.

• Quarterly departmental mixers (travel stipend included).

• Paid continuing education.

• Retirement savings plan.

• Life and disability insurance.

• Certification incentives.

• Educational assistance.

• Referral program.