Tax Manager

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

📋 Description

• Accountable for the examination of high-net-worth individuals, partnerships, estate and gift returns, trust preparations, joint ventures, noncorporate entity tax returns, combined state tax returns, and overall tax compliance.

• Evaluate highly complex individual tax returns.

• Oversee and cultivate income tax and financial planning clientele.

• Collaborate closely with tax partners and other tax personnel on client management, practice enhancement, and business development initiatives.

• Maintain regular communication with clients to manage their expectations, ensure satisfaction, meet deadlines, and effectively lead change efforts.

• Consult and collaborate with clients, making recommendations on business and process improvements, while serving as a business adviser.

• Supervise and facilitate the success of multiple engagements in both partnership and individual taxation.

• Prepare year-end projections.

• Conduct research on various tax-related issues.

• Mentor Associates and provide guidance on tax matters.

• Uphold strong presentation skills, both oral and written.

⛳️ Requirements

• Minimum of 5 years of public accounting experience.

• 2-4 years of supervisory or management experience.

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

• Capability to prepare working trial balances and year-end adjusting entries.

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

• CPA certification is mandatory.

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

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

• Proven ability to utilize Excel, Word, and CCH Axcess.

• Exceptional leadership, mentoring, and interpersonal skills, fostering positive relationships with clients and staff.

🏝️ Benefits

• Medical, dental, and vision insurance.

• Profit-sharing plan.

• Parental leave.

• 401(k) match.

• Annual ski/camping trip.

• Black-tie holiday party.

• Quarterly departmental mixers (travel stipend included).

• Paid continuing education.