Senior Tax Manager at Jobot
San Dimas, CA 91773
About the Job
Fantastic tax opportunity with a track to partner!
This Jobot Job is hosted by: Jeremy Pike
Are you a fit? Easy Apply now by clicking the "Quick Apply" button
and 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:
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:
• 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.
• 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.
• 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.
• 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.
• 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:
Skills & Competencies:
Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.
This Jobot Job is hosted by: Jeremy Pike
Are you a fit? Easy Apply now by clicking the "Quick Apply" button
and 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 "Quick Apply" button.
Salary
150,000 - 250,000 /year
