We are seeking a Senior Tax Manager focusing on accounting, financial statement preparation, and tax planning and preparation for individual High Net Worth and corporate clients.

Responsibilities:

• Oversee client financial statements for accuracy and timeliness.

• Review and prepare profit allocations for multi-owner clients.

• Oversee client tax onboarding.

• Prepare, review, and sign designated tax returns for corporations, partnerships, individuals, trusts, and coordinating foreign tax filings.

• Manage the client relationship (i.e.: running meetings and correspondence).

• Oversee semi-annual client meetings for financial review and tax planning.

• Responsible for preparation for meetings and follow-up correspondence, including researching client’s accounting and tax questions with an awareness of client satisfaction.

• Oversee strategic planning for clients

• Preparation and analysis of medical/dental practice buyer financial due diligence.

• Prepare and review client tax projections for estimated tax payments and future tax liabilities.

• Oversee tax notice resolutions.and government audits.

• Monitor and manages assigned accounts to ensure required work is performed on schedule with the client’s internal Service Team.

• Stay up to date and research new tax laws and prepare internal educational materials.

Requirements:

\- Bachelor’s degree in Accounting required, Master's degree in Finance or MBA is desirable

\- 7+ years of successful CPA firm experience and/or Big 4 experience

\- CPA licensure – CA

\- Extensive business tax experience (corp, partnership, individual, trust)

Senior Tax Manager

\#PTS