Senior Tax Manager
3 weeks ago
Location: Hybrid
Salary: $165 - $200K + Full Benefits + 100% Remote flexibility
Requirements:
- CPA or EA
- At least 4-8+ years of Tax Manager experience
- Real Estate experience is a plus
We are a top boutique firm in Orange County serving High Net worth clients and industries like technology, construction, real-estate, and Healthcare / Medical. Our firm is unique, split into three key areas of focus - Tax & Audit, Wealth Management, and Small Business Accounting.
Our Culture:
- We pride ourselves on our culture and limit the grind during busy seasons (Busy season hours capped at 55 hours)
- Work life balance is important to us - In addition to a flexible schedule, we offer 5 weeks of PTO and Fridays off in between the busy seasons / over the summer
What You Will Be Doing:
- Review and manage tax returns, extensions, tax planning calculations, for all entity types with a focus on Individual HNW and / OR Real Estate
- Review financial statements and perform accounting and adjusting entries, bank reconciliations, and client books and records
- Prepare and review complex tax planning projections for individual and corporate estimated tax liability
- Manage and monitor client deliverables and due dates
- Prepare or review complex U.S. and state individual income, gift tax, and estate tax returns
- Conduct complex tax research and prepare memorandum outlining findings and conclusions
- Respond to IRS and state agency audits, inquires, and tax notices
- Communicate directly with existing clients, colleagues, management, and IRS representatives regarding various tax matters
- Lead department in knowledge of software, processes, and workflows
What You Need For This Position:
- 4-10+ years minimum of relevant experience
- Experience in individual tax compliance, planning (experience in CS Suite and UltraTax a plus)
- Tax research experience (RIA)
- Gift, estate, and trust return experience would be a plus
- Experience in partnership tax would be a plus
- Outgoing and friendly personality, a team player
- Forward-thinking and always looking for ways to improve, learn, and grow
- Desire and ability to train, mentor/lead, and develop staff
Benefits:
- Vacation/PTO
- Medical
- Dental
- Vision
- 401k
- Bonus
- Relocation
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