Tax Manager (partner path)

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Job Details: We are on the hunt for a dynamic, detail-oriented, and highly motivated Permanent Tax Manager to join our thriving Accounting and Finance team.

Path to Partner

This Jobot Job is hosted by: Tristan Metcalf
Are you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume.
Salary: $125,000 - $195,000 per year

A bit about us:

Small firm that operates as if we are a big firm

Why join us?

We bring a large variety of extensive benefits. We value our employees and want you to grow.

Job Details

Job Details:

We are on the hunt for a dynamic, detail-oriented, and highly motivated Permanent Tax Manager to join our thriving Accounting and Finance team. This is a unique opportunity to carve your niche in a fast-paced, high-performing environment where your expertise will be enriched and challenged on a daily basis. This position offers a clear path to partnership and is ideal for an individual looking to take their career to the next level. The successful candidate will be responsible for managing a diverse portfolio of high net worth clients, and should have a strong background in tax planning, preparation, and review.

Responsibilities:

As a Permanent Tax Manager, your primary responsibilities will include, but are not limited to:

1. Managing and overseeing all aspects of tax compliance for a portfolio of high net worth clients.
2. Reviewing complex tax returns including federal and multi-state returns for C Corporations, S Corporations, partnerships, high net worth individuals, trusts & estates, and foundations.
3. Conducting detailed 1120S, 1031 exchange, and real estate tax reviews.
4. Utilizing your expertise in CCH to enhance efficiency and accuracy in tax preparation and planning.
5. Assisting clients with effective tax planning strategies, ensuring compliance with tax laws and regulations.
6. Providing leadership, supervision, training, and performance feedback to staff and seniors.
7. Participating in business development efforts by identifying new opportunities and cross-selling the firm's services.
8. Staying updated with changing tax laws and explaining these changes to the team and clients.

Qualifications:

To be successful in this role, you should possess the following qualifications:

1. Bachelor's degree in Accounting, Finance, or a related field. A Master’s degree in Taxation is a plus.
2. Active CPA license or EA designation is required.
3. A minimum of 5 years of progressive experience in public accounting or a related field.
4. Extensive experience in dealing with high net worth clients, tax planning, and tax return review.
5. Proven expertise in 1120S, 1031 Exchange, S Corp, and real estate tax.
6. Proficiency in using CCH for tax preparation and planning.
7. Exceptional leadership skills with a proven track record of managing and mentoring a team.
8. Strong interpersonal and communication skills, with the ability to build strong relationships with clients and team members.
9. Excellent problem-solving skills, with a knack for providing practical solutions to complex tax issues.
10. Ability to multitask, prioritize, and work efficiently under tight deadlines.
11. Commitment to continuous learning and staying updated with the latest tax laws and regulations.

This is an exciting opportunity to join a dynamic team and work with high net worth clients in a fast-paced, challenging, and rewarding environment. If you are passionate about tax and looking to accelerate your career, we would love to hear from you!

Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.

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