Tax Manager

2 days ago


Huntington Beach, California, United States CFOmate Full time
Job Title: Tax Manager

We are seeking a highly experienced Tax Manager to join our team at CFOmate. As a Tax Manager, you will be responsible for overseeing all tax-related activities in the organization, meeting or speaking with clients as needed, managing a team of tax preparers and admin staff, and having a strong working knowledge of all software involved, including Lacerte Tax, QBO, and TaxDome.

Responsibilities:
  • Learn and operate in our extremely unique process
  • Perform tax research on client scenarios as necessary
  • Review tax returns prepared by staff and coach staff as necessary
  • Identify opportunities and creative strategies to minimize client taxes
  • Prepare for and lead tax audits with the IRS, CA FTB, and other agencies as necessary
  • Keep the team up-to-date on new tax laws as necessary
  • Assist with additional financial projects for business clients (both recurring and non-recurring)
Qualifications:
  • Strong knowledge of Lacerte required
  • CPA or EA license required
  • Ability to be client-facing and run appointments required
  • Minimum 5+ years' of tax preparation experience
  • Strong communication and analytical skills
  • Strong knowledge of QBO preferred
  • Working knowledge of TaxDome preferred
  • A Master's degree in taxation preferred
Compensation:

$150,000 - $175,000 yearly


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