Senior Tax Manager

3 weeks ago


San Juan Capistrano, United States Alliance Resource Group Full time

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
Qualifications ("What You’ll Bring")
  • 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
Benefits
  • Profit sharing contribution
  • Company-paid Medical Insurance
  • Paid time off
  • Paid relocation assistance
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