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Tax Manager
1 month ago
Tax Preparation Manager - Full Time / Direct Hire - Woodland Hills, 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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