Tax Manager

Overview

This role involves working across accounting, financial statement preparation, and tax planning and preparation, with a primary focus on tax-related responsibilities.

Responsibilities

• Oversee client financial statements for accuracy and timeliness.
• Review and prepare profit allocations for multi-owner clients.
• Manage client tax onboarding processes.
• Prepare, review, and sign designated tax returns for corporations, partnerships, individuals, trusts, and coordinate foreign tax filings.
• Manage client relationships, including running meetings and correspondence.
• Oversee semi-annual client meetings for financial review and tax planning.
• Prepare for meetings and handle any resulting follow-ups.
• Oversee clients' strategic planning activities.
• Oversee preparation and analysis of dental practice buyer financial due diligence.
• Oversee, prepare, and review client tax projections for estimated tax payments and future tax liabilities.
• Manage tax notice resolutions and government audits.
• Monitor and manage assigned accounts to ensure timely completion of required work with the client’s internal Service Team.
• Research and respond to client accounting and tax questions.
• Stay current on new tax laws and prepare internal educational materials.
• Maintain client satisfaction by addressing needs promptly and communicating appropriately with engagement partners and personnel.
• Build and maintain successful relationships with clients, their personnel, and internal staff.
• Model excellent performance and approach to work; train others in areas of expertise.
• May manage tax employees, formally or informally.
• Perform other duties as assigned.

Requirements

• Bachelor’s degree in Accounting required; Master's degree in Finance or MBA preferred.
• Minimum 5 years of successful CPA firm and/or Big 4 experience with extensive business tax experience (corporate, partnership, individual, trust).
• Active CPA licensure.
• Knowledge of California tax laws preferred.
• Comprehensive technical tax and accounting knowledge related to current business state and federal tax codes.
• Ability to research and provide solution options for complex tax issues.
• Excellent verbal and written communication skills.
• Ability to understand and clearly communicate complex issues to clients.
• Commitment to ongoing development of technical and industry knowledge through reading, research, coursework, and continuing education.
• Ability to build relationships within the business community to generate leads and referrals.
• Deep knowledge and expertise in medical and dental industry metrics preferred.

Compensation & Benefits

• Competitive total compensation package.
• Employer-sponsored health insurance including medical, dental, and vision coverage.
• 401(k) plan with 5% employer match.

Location

Not specified.