Tax Manager

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

📋 Description

• Directly lead and mentor a team of internal tax preparation specialists.

• Supervise and coordinate the workflow, performance, and training of offshore tax preparation teams.

• Foster a collaborative and high-performing environment by ensuring clear communication and smooth transitions of work between internal and offshore teams.

• Oversee and review the preparation of a diverse array of tax returns, including federal, state, and local filings for individuals, partnerships, corporations, and trusts.

• Conduct thorough reviews of complex tax returns and workpapers for accuracy, completeness, and adherence to federal and state tax regulations.

• Act as the final review point for returns and serve as a technical resource for the team on intricate tax matters.

• Assess current tax preparation workflows to identify bottlenecks and opportunities for greater efficiency and accuracy.

• Utilize technology and automation to improve the tax compliance process, from document collection to final filing.

• Develop training materials and conduct sessions to ensure all team members are adept in new workflows and software.

• Manage and oversee tax audits, inquiries, and correspondence with tax authorities.

• Serve as a technical liaison between clients, tax authorities, and internal teams.

• Collaborate with other departments within the organization to provide a comprehensive approach to client service.

⛳️ Requirements

• 5-8 years of progressive experience in tax preparation and compliance, including at least 2-3 years in a management or supervisory capacity.

• Bachelor’s degree in Accounting, Finance, Taxation, or a related discipline; a Master’s degree in Taxation is advantageous.

• Advanced certification is required (e.g., CPA, EA).

• Proficiency with efficiency, workflow, communication, and tax preparation software (G-Suite, CRM platforms, UltraTax, etc.).

• Demonstrated experience managing or coordinating with offshore teams is crucial.

• Understanding of corporate and personal tax planning strategies.

• Additional experience in accounting, finance advisory, and/or consulting services is beneficial.

🏝️ Benefits

• Remote work opportunities.

• Comprehensive medical, dental, vision, life, and voluntary life insurance.

• 401(k) plan with company matching.

• Paid vacation and sick leave.

• Paid holidays.

• Continuing education support.

• Team-building events.