Job Description
TAX MANAGER
We are searching for a detail-oriented and success-driven Tax Manager to become an integral part of our team. As a Tax Manager, you are responsible for leading and managing multiple tax engagements to deliver quality tax services. This position requires the ability to recognize, evaluate and communicate potential tax issues and planning opportunities. You will serve as a business advisor to our tax clients with the goal of maximizing engagements and achieving quality outcomes. The right candidate will utilize his or her educational background, work experience, communication, and organizational skills in analyzing tax positions, conducting tax research, reviewing tax returns, and managing tax staff. We offer a supportive and team-oriented work environment, and an opportunity to learn and grow within our organization.
Responsibilities include:
Preparation and/or review of individual, business (partnerships and corporations), and Trust and Estate income tax returns
Preparation and/or review of other mandatory tax filings
Preparation and/or review of tax projections for individuals and business entities
Have knowledge of multi-state apportionment, sales tax, nexus issues, and other complex tax matters
Manage and handle Federal, state, and local tax audits
Develop and maintain strong client relationships
Promote company’s services to existing and prospective clients
Supervise and mentor staff
Manage productivity and efficiency standards
Assist business managers and bookkeepers as needed
Qualifications and Requirements:
CPA license, juris doctorate or master’s degree in Tax
5+ years of management/supervisory experience
10+ years of experience in preparation and/or review of income tax returns
Prior public accounting work experience in a CPA firm or business management firm
Proficiency with CCH ProSystem fx and/or CCH Access Tax
Proficiency with BNA income tax planner and QuickBooks
Experience and proficiency with Datafaction/AgilLink accounting software is a plus
Proficiency in Microsoft Office Suites (Excel, Word, Outlook, etc.…)
Excellent written and verbal communication skills
Excellent organizational skills with a bias towards efficiency
Excellent time management, judgement, poise, and professionalism
SUBMISSION OF A COVER LETTER ALONG WITH YOUR RESUME IS REQUIRED.
Company Description
We are a comprehensive financial services firm headquartered in Encino, California. With two distinct companies under one roof - a professional accounting practice and an independent investment advisory firm - we are able to provide creative clients with one-stop, seamlessly coordinated financial services in an environment where your needs are understood. Our mission is to provide quality, personalized service that empowers and positively affects the lives of our clients, staff members, and the professional and public community. At the same time, we build mutual respect, trust, appreciation, cooperation and profitability based on our commitment to integrity, teamwork and responsibility.