Senior Tax Manager
3 weeks ago
Alliance Resource Group has exclusively partnered with a boutique tax and wealth management firm in South OC that is looking to hire a senior tax manager. Ideally, this senior tax manager will be one of the firm's next partners.
If you are an experienced tax professional with a strong work ethic that is looking to lead a growing, profitable CPA practice, then you may be right for this position.
Job Description ("What You’ll Do")- Facilitate and manage the preparation and review of Individual and Business Tax Returns
- Review tax returns and quarterly/yearly tax projections
- Manage members of the tax team as they prepare components of the tax returns and other tax filings/documents
- Prepare complex tax returns and identify tax planning opportunities
- Complete continued education courses and stay up to date on tax law
- Collaborate and coordinate with wealth management team to maximize value-add services
- Bachelor’s Degree in Accounting and Certified Public Accountant (CPA)
- Masters in taxation, a plus not a necessity
- Minimum of 6+ years of experience in tax work and accounting software experience
- Working knowledge of Lacerte and QuickBooks (helpful, but not required)
- Excellent verbal and written communication skills with strong customer service skills
- Must be well-organized, accurate, and detail-oriented
- Ability to multi-task, work well under pressure, and meet deadlines
- Profit sharing contribution
- Company-paid Medical Insurance
- Paid time off
- Paid relocation assistance
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