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Senior Tax Manager

Senior Tax Manager

JobotSan Dimas, CA, United States
30+ days ago
Salary
$150,000.00–$250,000.00 yearly
Job type
  • Full-time
Job description

Partner Track | Company-paid trips | Company-paid benefits | Great Bonuses | Hybrid

This Jobot Job is hosted by : Jeremy Pike

Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume.

Salary : $150,000 - $250,000 per year

A bit about us :

Our client is a full-service CPA firm providing innovative financial services for 30 years to a broad client base that values each client relationship and each employee at our firm.

Why join us?

If you love working in public accounting and find fulfillment in providing top-level service to your clients but also want a great quality of life, please apply! Our client also offers the following :

  • Diverse client base
  • Career-growth opportunities (including partner track if desired)
  • 100% employer-paid benefits
  • 401k with employer match
  • Friday lunches
  • Employer-paid trips
  • Cash bonuses & discretionary bonuses

Job Details

Position Summary :

We are seeking an experienced Senior Tax Manager to join our growing CPA firm. In this role, you will manage a diverse client portfolio, oversee tax planning and compliance, and provide strategic tax guidance to high-net-worth individuals, corporations, partnerships, and other business entities. The ideal candidate is a seasoned tax professional with strong leadership abilities, technical expertise, and excellent communication skills.

Key Responsibilities :

  • Client Management & Advisory :
  • Serve as the primary point of contact for a portfolio of clients, building and maintaining strong client relationships.
  • Provide strategic tax advice to clients, identifying opportunities for tax optimization and risk management.
  • Consult with clients on tax implications for business transactions, mergers, and acquisitions.
  • Tax Compliance & Review :
  • Manage and review complex federal and state tax returns for individuals, partnerships, corporations, and trusts.
  • Ensure timely and accurate filing of all tax returns and compliance documentation.
  • Lead the review process for all work prepared by tax team members, ensuring accuracy and adherence to relevant tax laws and regulations.
  • Tax Planning :
  • Develop and implement proactive tax strategies to minimize tax liabilities and maximize tax efficiencies for clients.
  • Conduct research on complex tax issues and stay updated on federal, state, and local tax law changes that could impact clients.
  • Advise clients on tax-efficient structuring for investments, real estate, business transactions, and succession planning.
  • Leadership & Mentorship :
  • Supervise, mentor, and train junior tax professionals, fostering a collaborative and growth-oriented environment.
  • Manage project workflows, deadlines, and client expectations.
  • Participate in the recruitment and performance management of team members.
  • Business Development :
  • Assist in identifying and pursuing new business opportunities for the firm.
  • Develop proposals and present the firm’s tax services to prospective clients.
  • Network within the community and industry to promote the firm’s reputation and service offerings.
  • Qualifications :

  • Education : Bachelor's degree in Accounting, Finance, or a related field. Master’s degree in Taxation or a related field preferred.
  • Certification : CPA certification required.
  • Experience : Minimum of 8-10 years of experience in tax management within a public accounting or CPA firm, with a track record of managing complex client portfolios.
  • Technical Skills : Proficiency in tax preparation software, accounting software, and Microsoft Office Suite; strong knowledge of federal, state, and local tax regulations.
  • Skills & Competencies :

  • Excellent analytical and problem-solving skills, with a keen attention to detail.
  • Strong leadership abilities and experience managing a team of tax professionals.
  • Exceptional written and verbal communication skills.
  • Ability to manage multiple priorities and projects in a fast-paced environment.
  • Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.