Tax Manager

Overview

This role is part of the tax team within a regional accounting firm headquartered in Orange County, California. The position serves a diverse client base, including individuals, businesses, estates, trusts, and organizations.

Responsibilities

• Review tax returns for individuals, business, estates, trusts, and research unusual tax matters.
• Perform complex tax research for clients.
• Review and respond to IRS notices.
• Assist business partners with other financial aspects of business, taxes, financial matters, and strategy.
• Manage multiple clients, budgets, and production goals.
• Support business development, including meeting prospective clients, preparing fee quotes and proposals, and evaluating clients’ needs.
• Identify and communicate creative ideas to improve client service and expand services with clients.
• Participate in professional organizations, conventions, and conferences.
• Participate in educational and training workshops for clients.
• Facilitate in-house training.
• Author a minimum of two update articles or blogs per year.
• Develop prospective contacts and relationships beneficial to the firm and convert them into business opportunities.
• Punctually enter time and expenses to support efficient billing processes.
• Participate in the firm’s recruiting program and develop rapport with candidates.
• Participate in additional responsibilities as needed within the tax function.

Supervisory Responsibilities

• Minimum of two (2) years’ experience in a supervisory position.
• Monitor and check staff performance levels to ensure work is completed within set deadlines, budget, and quality standards.
• Responsible for the development, coaching, and training of staff.
• Participate in reviews and evaluations of accounting professionals.
• Demonstrated ability to plan and organize projects.

Requirements

• Active California CPA license required.
• Five (5) to seven (7+) years tax experience in public accounting, demonstrating a proven progression in complexity, scope, and preparing tax returns.
• Proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint and Teams).
• Proficiency in CCH Access, SurePrep, BNA Tax Planner and QBO.
• Work authorization: Must be authorized to work in the United States permanently without the requirement of sponsorship at any point in the future.

Preferred Qualifications

• Bachelor’s Degree in Accounting/Taxation, Finance, or other business-related field; Master’s degree preferred.
• Knowledge of Practice CS and PowerBi.

Compensation & Benefits

• Salary Range: $120,000 - $141,000
• Discretionary bonus eligibility for all exempt positions.
• Comprehensive benefits package for employees regularly scheduled to work 30 hours or more per week.

Note: Salary ranges are not guarantees of final salary offers. Base pay may vary based on job-related knowledge, skills, experience, and geographic location. Base pay is only one part of the total rewards package.

Location

• Orange County, California

Work Environment

• Typical indoor office environment
• Remote work environment available for managing personal commitments while serving clients.