Senior CPA Manager/Partner

4 weeks ago


Laguna Beach, California, United States To & Scott Llc Full time
Job Overview

Position Summary

We are experiencing significant growth and are in search of a seasoned CPA/Partner to enhance our firm. Established for over two decades, we are a prominent firm in the community, specializing in high-net-worth individuals, businesses, trusts, and estate tax returns. We prioritize work-life balance, offering flexible work schedules to our team members. Due to our expansion, we require an individual with extensive tax expertise and experience.

The ideal candidate will possess the ability to review intricate individual, business, fiduciary, and partnership tax returns.

Please note: This position is not remote, but we do provide flexibility. Relocation expenses will be covered for the right candidate.

Key Responsibilities:

  • Conduct technical reviews of individual, corporate, fiduciary, and partnership tax returns.
  • Perform in-depth research on complex tax issues to deliver valuable insights to clients.
  • Manage the preparation and review process of complex returns efficiently and within deadlines.
  • Prepare tax projections and implement various tax planning strategies.
  • Review tax information provided by clients and communicate with them as necessary.
  • Assist in reviewing financial statement compilations when required.
  • Engage closely with clients to offer innovative tax planning, consulting, and compliance services.
  • Collaborate with partners and staff on client management, practice development, and business growth initiatives.
  • Mentor and guide staff members to enhance their professional skills.

Qualifications:

  • Bachelor's degree in accounting or finance.
  • CPA Certification is mandatory.
  • Master's degree in Taxation is a plus.
  • 15+ years of recent experience in public accounting.
  • Managerial experience of at least 5 years.
  • Strong technical and analytical skills in tax accounting.
  • Proficient in QuickBooks, Excel, Word, and Tax Software (knowledge of Lacerte Tax software is advantageous).
  • Detail-oriented with the ability to manage multiple tasks.
  • Exemplary team skills, positive demeanor, and high ethical standards.
  • Excellent communication and organizational skills with a keen attention to detail.

Benefits of Joining Us:

  • Flexible working hours with options for remote work.
  • Flexible weekend hours during peak tax season.
  • Typically, no more than 55-60 hours per week during tax season.
  • Support from a team of experts.
  • Opportunities for growth within the firm.
  • Paid time off, including sick leave and holidays.
  • 401(k) profit-sharing plan with elective deferrals and firm contribution bonuses at the end of each tax season.

Additional Perks:

  • Positive company culture with a team-oriented approach; friendly staff.
  • Scenic commute options available.

Job Type: Full-time

Salary: $170,000 - $220,000 per year

Benefits Include:

  • 401(k)
  • Dental Insurance
  • Flexible schedule
  • Health insurance
  • Paid time off
  • Vision insurance

Schedule:

  • 8-hour shifts

Supplemental Pay Types:

  • Bonus pay

Application Requirements:

  • Must be able to commute.

License/Certification:

  • Driver's License (Preferred)
  • CPA (Required)

Shift Availability:

  • Day Shift (Required)

Work Location: One Location


  • Senior Tax Manager

    1 month ago


    Laguna Beach, California, United States To & Scott Llc Full time

    Position OverviewJoin our dynamic team at To & Scott LLC as we seek an experienced CPA/Partner to enhance our firm’s capabilities. With over two decades of excellence in the accounting sector, we pride ourselves on our reputation within the community.About UsLocated in a vibrant area, our firm specializes in providing comprehensive tax services to...

  • Senior Tax Manager

    3 weeks ago


    Laguna Beach, California, United States ACCUDATA ACCOUNTING ADVISORS Full time

    Job DescriptionWe are seeking a highly skilled and experienced Senior Tax Manager - Partner to join our team at Accudata Accounting Advisors in Orange County. As a key member of our firm, you will play a crucial role in reviewing and preparing tax returns for high-net-worth clients.ResponsibilitiesReview and Prepare Tax Returns: Review and prepare federal...


  • Laguna Hills, California, United States SMALL SIZE CPA FIRM Full time

    Job OverviewPosition: Senior Accounting SpecialistResponsibilities:Perform comprehensive accounting and bookkeeping tasks utilizing QuickBooks and various accounting software.Execute data entry for tax-related information into designated tax software.Demonstrate a solid understanding of accounting principles, including debit/credit transactions, Balance...

  • Senior Tax Consultant

    1 month ago


    Newport Beach, California, United States Swimelar CPA, Pc Full time

    Position OverviewWe are seeking a dedicated professional to fill the role of Tax Manager at Swimelar CPA, PC. This position is integral to our mission of providing exceptional tax services to our clients, ensuring compliance and optimizing tax strategies.Key ResponsibilitiesThe successful candidate will be responsible for:Preparation and meticulous review of...

  • Senior Tax Manager

    3 weeks ago


    Laguna Beach, California, United States Accudata Accounting Advisors Full time

    Job Description:We are seeking a highly skilled Tax Manager to join our team at Accudata Accounting Advisors in Laguna Beach. As a Senior Tax Manager, you will be responsible for reviewing and preparing tax returns for high-net-worth clients, focusing on individuals, businesses, trusts, and estate tax returns.Key Responsibilities:Review and prepare federal...

  • Senior Tax Consultant

    1 month ago


    Newport Beach, California, United States Swimelar CPA, Pc Full time

    Position OverviewWe are seeking a highly skilled and motivated individual to fill the role of Tax Manager at Swimelar CPA, PC. This position involves overseeing a range of tax-related functions, ensuring compliance with applicable regulations, and providing strategic tax planning advice to our clients.Key ResponsibilitiesThe successful candidate will be...

  • Senior Tax Manager

    3 weeks ago


    Laguna Beach, California, United States Accudata Accounting Advisors Full time

    Job DescriptionWe are seeking a highly skilled Taxation Expert to join our team at Accudata Accounting Advisors in Laguna Beach. As a Senior Tax Manager, you will be responsible for overseeing and reviewing a portfolio of high-net-worth clients, focusing on individual, business, trust, and estate tax returns.Key Responsibilities:Compliance and Tax Planning:...

  • Taxation Manager

    3 weeks ago


    Laguna Beach, California, United States Accudata Accounting Advisors Full time

    **Job Summary:**We are seeking a highly skilled Senior Tax Manager to join our team at Accudata Accounting Advisors. As a Senior Tax Manager, you will be responsible for reviewing and preparing tax returns for high-net-worth clients, focusing on individuals, businesses, trusts, and estate tax returns.**Key Responsibilities:**Review and prepare federal and...

  • Senior Tax Consultant

    4 weeks ago


    Newport Beach, California, United States Swimelar CPA, Pc Full time

    Position OverviewWe are seeking a dedicated and experienced professional to take on the role of Tax Manager. This position involves a range of responsibilities aimed at ensuring compliance and optimizing tax strategies for our clients.Key ResponsibilitiesThe successful candidate will be responsible for:Preparation and thorough review of complex business and...

  • Senior Tax Consultant

    1 month ago


    Newport Beach, California, United States Swimelar CPA, Pc Full time

    Position OverviewAs a pivotal member of our organization, the Tax Manager will be responsible for overseeing a comprehensive range of tax-related functions. This role demands a proactive approach to ensure compliance and optimize tax strategies for our clients.Key ResponsibilitiesThe successful candidate will undertake the following...

  • Tax Manager/CPA

    2 days ago


    Manhattan Beach, California, United States Jobot Full time

    About the RoleWe are seeking a highly skilled Tax & Accounting Supervisor to lead our team in delivering exceptional tax services to our clients. As a key member of our team, you will be responsible for managing multiple tax engagements, providing expert guidance, and ensuring the highest level of client satisfaction.Key ResponsibilitiesReview and prepare...


  • Laguna Beach, California, United States To & Scott Llc Full time

    Job OverviewWe are seeking a highly skilled and experienced tax professional to join our team at To & Scott LLC. As a Senior Manager/ Partner CPA, you will play a key role in providing expert tax guidance to our clients, including high-net-worth individuals, businesses, and trusts.Key Responsibilities:Technical review of complex individual, corporate,...

  • Care Partner

    2 days ago


    Redondo Beach, California, United States Kensington Senior Living Full time

    Join Our Team as a Care Partner at Kensington Redondo BeachWe are seeking a compassionate and dedicated Care Partner to join our team at Kensington Redondo Beach. As a Care Partner, you will play a vital role in providing exceptional care and support to our residents, ensuring their physical, emotional, and social needs are met.About the RoleThe Care...


  • Newport Beach, California, United States Chipotle Mexican Grill Full time

    Unlock Your Potential as a Senior Manager, Indirect TaxAt Chipotle Mexican Grill, we're committed to serving responsibly sourced, classically cooked, real food with wholesome ingredients. As a Senior Manager, Indirect Tax, you'll play a critical role in ensuring our tax compliance processes are efficient and effective.Key Responsibilities:Oversee U.S....

  • Senior Audit Manager

    2 weeks ago


    Newport Beach, California, United States CyberCoders Full time

    Senior Audit Manager OpportunityWe are seeking a highly experienced Senior Audit Manager to lead our audit process and manage a team of auditors. As a key member of our Accounting & Finance team, you will be responsible for interpreting financial statements, ensuring compliance with highest standards, and signing off on results.Key Responsibilities:Oversee...


  • Laguna Beach, California, United States Dornin Investment Group Full time

    Job Opportunity: Senior Accountant - Commercial Real EstateWe are a leading commercial real estate investment firm, Dornin Investment Group, seeking a seasoned Senior Accountant to lead our financial operations and oversee all accounting functions. If you have a proven track record of managing accounting teams and full-cycle accounting processes, we invite...

  • Senior Audit Manager

    2 weeks ago


    Newport Beach, California, United States CyberCoders Full time

    Senior Audit Manager OpportunityWe are seeking a highly experienced Senior Audit Manager to lead our audit process and manage a team of auditors. As a key member of our Accounting & Finance team, you will be responsible for interpreting financial statements, ensuring compliance with highest standards, and signing off on results.Key Responsibilities:Oversee...

  • Senior Tax Consultant

    1 month ago


    Newport Beach, California, United States Swimelar CPA, Pc Full time

    Position OverviewWe are seeking a dedicated and experienced Tax Manager to oversee our tax services and ensure compliance with relevant regulations. The ideal candidate will possess a strong background in tax preparation and planning, with a focus on delivering exceptional client service.Key ResponsibilitiesThe successful candidate will be responsible...

  • Senior Tax Consultant

    1 month ago


    Newport Beach, California, United States Swimelar CPA, Pc Full time

    Position OverviewWe are seeking a highly skilled Tax Manager to oversee and enhance our tax compliance and advisory services. This role requires a proactive approach to managing client relationships and delivering exceptional service in a dynamic environment.Key ResponsibilitiesPreparation and meticulous review of complex business and individual income tax...


  • Huntington Beach, California, United States Element Materials Technology Full time

    Job Title: Senior HR Business PartnerElement Materials Technology is seeking a highly skilled Senior HR Business Partner to join our team. As a key member of our HR department, you will play a critical role in supporting our leadership teams and HR Director in delivering strategic and tactical HR counsel and support.This is a unique opportunity to work with...