Tax Manager

1 month ago


Lake Forest, United States Hamilton Porter Full time
Job DescriptionJob Description

Tax Preparation Manager - Full Time / Direct Hire - Lake Forest, CA

Hamilton Porter is a nationwide recruiting firm that specializes in helping growth mode companies find all-star talent for their internal teams. One of our longest standing clients is a financial services firm based out of Woodland Hills. We are helping them find and hire their next full-time Tax Preparation Manager. This is an on-site role at their HQ in Woodland Hills. If you are interested, please read on This is a fantastic opportunity to really drive and lead the Tax Prep department for their entire organization.

Responsibilities:

  • Oversee & manage department operations
  • Directly manage Tax Prep personnel along with administrators and bookkeepers (department size is about 20 total)
  • Collaborate with Team Leads & General Manager to deploy processes improvements
  • Conduct thorough tax return reviews and coach Tax Preparers as needed
  • Determine the best possible outcome for clients, when needed.
  • Prepare a variety type of tax returns; Individual, Amended Returns, & Business Returns
  • Approve complex/exceptional tax preparation services for the Sales Team
  • Speak with/de-escalate clients if necessary
  • Collaborate with other department leaders to achieve interdepartmental synchrony

Required Skills:

  • CTEC Certified, Licensed Tax Preparer and is in good standing with the IRS
  • Active CPA or EA license - PTIN / EFIN required
  • Bachelor’s Degree in Finance, Accounting, or related field - Bonus points for a Master's in a Tax related focus
  • 8+ Years of tax preparation experience
  • 3+ Years of office leadership experience
  • Effective communication and client relations skills
  • Ability to manage a large client base with deadlines, urgency, & prioritization management

Compensation & Perks:

  • Competitive Annual Base Salary (DOE)
  • Bonus Incentive Program
  • Comprehensive Medical Benefits - Health, Vision, Dental, etc..
  • 401k Program and PTO Program
  • Flexible Hours


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