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Certified Public Accountant Firm in Laguna
3 months ago
Benefits:
401(k) matching
Bonus based on performance
Company parties
Competitive salary
Dental insurance
Health insurance
Paid time off
Training & development
Vision insurance
Benefits/Perks:
Competitive Compensation
401K Matching
Bonuses on Performance
Paid Time Off and Vacation
Full Health Benefit
Job description
We are currently seeking a Partner/Senior Tax Manager to join our Laguna Beach Office. In this position, you will be responsible for reviewing and preparing tax returns for high-net-worth clients, focusing on individuals, businesses, trusts, and estate tax returns. We are committed to promoting work-life balance and are looking for individuals who want to be part of a collaborative team of dedicated professionals. Our firm operates in the cloud and follows a paperless procedure. This position will require working in the office.
Responsibilities:
Review and prepare federal and state income tax returns for individuals (1040), partnerships (1065), and corporations (1120 and 1120S) income tax returns to satisfy compliance requirements and support effective business/tax planning.
Developing tax strategies to assist clients in being tax-compliant
Perform budget and cash flow projections.
Monitoring developments in tax legislation, Informing management and staff of developments in tax legislation
Supervising, training, and mentoring Tax preparer staff
Identifying tax problems and developing solutions
Use applicable federal, state, and local tax law to determine deductions and how much each client will pay or earn on the return
Complete and file tax documents with appropriate agencies, like the IRS, state, and local government entities
Build customer relationships to promote and expand the business
Qualifications of the Tax Preparer:
Previous experience in public accountant firm preferred (7 years plus)
2+ years of management/supervisory experience required
Proven track record of exceptional client service and business development
Demonstrated leadership and management skills
Strong technical expertise in their practice area
A commitment to the firm’s growth and success
An interest in mentoring and developing junior staff
A willingness to invest in the firm’s future through a buy-in process
Experience with major tax preparation software (Lacerte, Office Tools, SmartVault, Excel, QuickBooks, Sharefile experience)
Must Have:
Current California CPA License or Master's Degree in Tax
Proficient in Lacerte Tax Preparation and QuickBooks Software
Compensation:
Up to $250K plus bonuses + relocation package (if necessary)
100 % employer-paid medical, dental, and vision for employees
3% company 401K matching with no vesting period
24 days Paid Time Off accrued annually including 9 holidays
After 3 years, PTO increases to 31 days including 9 holidays
Flexible time off (if necessary), hybrid 1-2 days/ week in office
Bonus based on performance
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