Accounting & Tax Manager - Prosum

Job Title: Accounting and Tax Manager
Location: Tustin, CA

A Day in the Life:

As an Outsourced Accounting and Tax Manager, your typical day might include:

• Leading a team of outsourced accounting specialists, senior associates, and associates.
• Managing and nurturing client relationships by understanding their needs and delivering value.
• Overseeing daily accounting operations for a diverse client base.
• Providing business advisory services to help clients achieve their financial goals.
• Reviewing bookkeeping, financial statements, tax projections, and other work prepared by the team.
• Preparing or reviewing business and individual tax returns based on your tax experience.
• Identifying opportunities to streamline processes and improve efficiency.
• Offering feedback and guidance to enhance the outsourced accounting practice.
• Mentoring and providing technical training to staff members.
• Identifying opportunities to cross-sell additional services.
• Handling client billing for accounting services.
• Participating in business development initiatives.
• Ensuring timely and accurate completion of assigned tasks.
• Managing project budgets and ensuring adherence to deadlines.

Who You Are:

• Bachelor’s Degree in Accounting required.
• 5+ years of accounting experience, including previous experience managing staff.
• CPA (Certified Public Accountant) license strongly preferred.
• Experience in a CPA firm, particularly in tax and/or audit, is preferred.
• Experience working in the healthcare/medical industry is a plus.
• Must be authorized to work in the United States without visa sponsorship.

Company Culture:

Integrity. Meaningful Relationships. People. Authenticity. Trust. These are the values that guide our work.

Our company is one of the top 25 CPA and business advisory firms in the nation. We believe that our people are the foundation of our success. Employees join us for the opportunities and stay for the culture. We focus on fostering a collaborative workplace grounded in integrity, authenticity, and mutual support. You’ll find opportunities for education and career growth, a dedicated team focused on your success, and benefits that prioritize your and your family’s well-being.

Compensation:

$105,000-$140,000. We offer competitive and equitable compensation, compliant with local/state regulations. Final compensation decisions depend on factors such as location, experience, education, skills, and internal equity.

Benefits:

In addition to base compensation, we offer a comprehensive benefits package, including generous paid time off, medical, dental, and vision insurance, 401(k) profit sharing, life and disability insurance, a lifestyle spending account, certification incentives, education assistance, and a referral program.

Next Steps:

We look forward to hearing from you! If you’re a good fit for this position, one of our recruiters will reach out to schedule a phone interview to discuss your career goals. In the meantime, we encourage you to learn more about us on social media or our website.

We are proud to be an affirmative action/equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, veteran status, or any other status protected under local, state, or federal laws.