Benefits:

401(k) matching

Bonus based on performance

Company parties

Competitive salary

Dental insurance

Health insurance

Paid time off

Training & development

Vision insurance

Benefits/Perks:

Competitive Compensation

401K Matching

Bonuses on Performance

Paid Time Off and Vacation

Full Health Benefit

Job description

We are currently seeking a Partner/Senior Tax Manager to join our Laguna Beach Office. In this position, you will be responsible for reviewing and preparing tax returns for high-net-worth clients, focusing on individuals, businesses, trusts, and estate tax returns. We are committed to promoting work-life balance and are looking for individuals who want to be part of a collaborative team of dedicated professionals. Our firm operates in the cloud and follows a paperless procedure. This position will require working in the office.

Responsibilities:

Review and prepare federal and state income tax returns for individuals (1040), partnerships (1065), and corporations (1120 and 1120S) income tax returns to satisfy compliance requirements and support effective business/tax planning.

Developing tax strategies to assist clients in being tax-compliant

Perform budget and cash flow projections.

Monitoring developments in tax legislation, Informing management and staff of developments in tax legislation

Supervising, training, and mentoring Tax preparer staff

Identifying tax problems and developing solutions

Use applicable federal, state, and local tax law to determine deductions and how much each client will pay or earn on the return

Complete and file tax documents with appropriate agencies, like the IRS, state, and local government entities

Build customer relationships to promote and expand the business

Qualifications of the Tax Preparer:

Previous experience in public accountant firm preferred (7 years plus)

2+ years of management/supervisory experience required

Proven track record of exceptional client service and business development

Demonstrated leadership and management skills

Strong technical expertise in their practice area

A commitment to the firm’s growth and success

An interest in mentoring and developing junior staff

A willingness to invest in the firm’s future through a buy-in process

Experience with major tax preparation software (Lacerte, Office Tools, SmartVault, Excel, QuickBooks, Sharefile experience)

Must Have:

Current California CPA License or Master's Degree in Tax

Proficient in Lacerte Tax Preparation and QuickBooks Software

Compensation:

Up to $250K plus bonuses + relocation package (if necessary)

100 % employer-paid medical, dental, and vision for employees

3% company 401K matching with no vesting period

24 days Paid Time Off accrued annually including 9 holidays

After 3 years, PTO increases to 31 days including 9 holidays

Flexible time off (if necessary), hybrid 1-2 days/ week in office

Bonus based on performance