Senior Tax Manager

3 weeks ago


Irvine, California, United States CyberCoders Full time
Job Title: Tax Manager / Senior Tax Manager

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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