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Senior Tax Consultant

2 months ago

Newport Beach, California, United States Jobot Full time
About Us:

We are a prominent, nationwide CPA firm seeking a skilled Tax Manager to enhance our expanding finance division.

Why Consider This Opportunity?
  • Fully remote work environment
  • Competitive salary and benefits
  • Opportunities for professional advancement
  • Flexible work schedule


Position Overview:

We are in search of a qualified and proactive Tax Manager to join our dynamic finance team. The successful candidate will possess a strong interest in tax legislation, exceptional numerical skills, and the capacity to analyze and strategize around intricate financial situations. This role will be responsible for overseeing comprehensive tax management functions, including compliance, provisions, and multi-state income tax filings. You will ensure the precise preparation and submission of our organization’s state and federal tax documentation. The ideal applicant will have extensive experience in tax, finance, and management, and will be adept at working with high net-worth clients, trusts, and estates.

Key Responsibilities:
  • Supervise all facets of tax compliance, including the preparation and review of property tax filings, multi-state income tax submissions, and federal audits.
  • Oversee the preparation of Use Tax, ensuring adherence to all applicable laws and regulations.
  • Facilitate the accurate preparation and filing of our organization’s state and federal tax documents.
  • Conduct regular assessments of the organization’s financial status and provide strategic recommendations to senior management regarding tax policies and strategies.
  • Prepare and submit annual reports outlining the organization’s financial condition, tax obligations, and compliance efforts.
  • Manage income tax payments, ensuring timely and accurate processing.
  • Oversee state audits, ensuring all documentation is current and accurate.
  • Cultivate relationships with high net-worth clients, trusts, and estates, ensuring efficient handling of all tax-related matters.
  • Stay informed about changes in tax legislation and communicate relevant updates to senior management and team members.

Qualifications:
  • Minimum of 5 years of experience in tax management, ideally within the finance sector.
  • Expertise in Use Tax, multi-state income tax filings, tax compliance, tax provisions, property tax returns, federal audits, and income tax payments.
  • Experience with high net-worth individuals, trusts, and estates.
  • Comprehensive understanding of tax codes, compliance, and procedures.
  • Strong communication and leadership abilities.
  • Excellent analytical and problem-solving skills.
  • Ability to perform under pressure and meet stringent deadlines.
  • Bachelor’s degree in finance, accounting, or a related discipline is required; a Master’s degree or CPA designation is preferred.
  • Proficient in Microsoft Office Suite (Excel, Word, PowerPoint) and tax preparation software.


We invite you to explore this opportunity with a firm that values talent, innovation, and success.