Benefits:

Training & development

Vision insurance

Relocation bonus

401(k) matching

Bonus based on performance

Company parties

Competitive salary

Dental insurance

Flexible schedule

Free food & snacks

Health insurance

Opportunity for advancement

Paid time off

Parental leave

Job description

We are searching for a Partner/Senior Tax Manager to join our firm in Orange County. In this role, you will be reviewing and preparing tax returns for high-net-worth clients. We focus on high-net-worth individuals, businesses, trusts, and estate tax returns. We firmly believe in work-life balance and make this a priority for our staff offering flexible work schedules. Our firm has experienced significant growth and based on this growth, we need an experienced individual with tax knowledge and experience in reviewing and preparing tax returns. We are a Cloud-based accountant firm with a paperless procedure.

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

Completing responses and schedules in preparation for income tax audits

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

Fundamental knowledge of GAAP and tax regulation

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

QuickBooks programs, Office Suite, and other reporting tools

Detail and deadline-oriented

Strong analytical and problem-solving skills

Excellent written and verbal communication skills

Excellent organizational skills with a bias toward efficiency

Excellent time management, judgment, poise, and professionalism

Must-Have:

Current California CPA License or Master's Degree in Tax

Proficient in Lacerte Tax Preparation Software

Proficient in QuickBooks accounting, Office Tools 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 3-4 days/ week in office

Bonus based on performance

Flexible work from home options available.