High proficiency in Microsoft Office applications (Word and Excel), Tax programs (CCH Access, PDFlyer, SurePrep, GruntWorx, TValue, Quickbooks). Identify and communicate creative ideas to improve client service, and entrepreneurial spirit to expand services with clients.
Numbers & Facts
Location
Brea, CA
Description
Tax Manager
Top regional accounting firm in Orange County is seeking a Tax Manager.
As a member of the tax team, the Tax Manager will work with a diverse client base and the primary responsibilities include:
Responsibilities
Prepare and review tax returns for individuals, business, estates, trusts and researches unusual tax matters
Assist business partners with other financial aspects of business, taxes, financial, strategy, etc.
Manage, develop and mentor staff on projects and assess performance through periodic performance evaluations and informal feedback
Identify and communicate creative ideas to improve client service, and entrepreneurial spirit to expand services with clients
Soft Skills:
High energy and motivation level
High quality client service
Ability to think independently and problem solve
Excellent verbal and written communication skills
Qualifications:
Bachelors Degree in Accounting, Finance or other business related field
Valid California CPA license in good standing
7+ years tax experience including at least three years in a CPA firm
Solid technical skills in tax accounting
Desirous of career advancement Successful problem-solving and analytical skills
Demonstrated skills necessary to ensure high quality client service
Ability to manage multiple projects, priorities, deadlines and budgets
High proficiency in Microsoft Office applications (Word and Excel), Tax programs (CCH Access, PDFlyer, SurePrep, GruntWorx, TValue, Quickbooks)