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Lead Tax Strategist

2 months ago

Lake Forest, California, United States Jobot Full time
Dynamic Tax/Accounting Firm Seeking Senior Tax Manager/Partner

This opportunity is presented by Jobot.

About Us:

We are a comprehensive CPA firm dedicated to delivering a wide array of services in accounting, auditing, consulting, financial services, and taxation.

Why Consider This Opportunity?
  • Career Advancement (Potential for Senior Manager or Partnership)
  • Attractive Compensation Package
  • Annual Bonus Opportunities
  • Expanding Firm (Established for over 6 years)
  • Comprehensive Benefits (Medical, Vision, Dental)
  • 401k Matching Program
  • Flexible Work Schedule (Remote work options available)
  • Manageable Busy Season Workflow


Position Overview:

We are in search of a skilled and knowledgeable Senior Tax Manager/Partner to enhance our finance team. This role necessitates a professional with extensive expertise in taxation, financial reporting, and wealth management. The ideal candidate will possess a thorough understanding of tax regulations, particularly regarding high-net-worth individuals, trusts, estates, S-Corp, C-Corp, and real estate taxation. As a Senior Tax Manager/Partner, your responsibilities will include the preparation and review of intricate tax documents and financial statements, ensuring compliance and precision with all applicable laws and regulations. This permanent role offers a distinctive chance to engage with a diverse clientele and influence the strategic trajectory of our tax division.

Key Responsibilities:
  • Supervise the preparation and examination of complex tax returns for high-net-worth individuals, trusts, estates, S-Corp, C-Corp, and pass-through entities.
  • Deliver strategic tax planning and advisory services to clients, aiding them in comprehending their tax responsibilities and identifying potential tax-saving strategies.
  • Conduct comprehensive financial reporting, ensuring all documentation is accurate, timely, and adheres to relevant laws and regulations.
  • Remain informed about current tax practices and legislative changes, effectively communicating these updates to clients and team members.
  • Build and sustain strong client relationships, providing exceptional service and ensuring their tax and financial requirements are met.
  • Collaborate with other departments to ensure the integration of tax strategies with broader financial planning services.
  • Mentor and oversee junior staff, offering guidance and support as necessary.
  • Contribute to the strategic growth and direction of our tax department, identifying areas for enhancement and implementing necessary changes.


Qualifications:
  • Bachelor's degree in Accounting, Finance, or a related discipline.
  • CPA certification in CA is mandatory.
  • At least 15 years of experience in tax management, focusing on high-net-worth individuals, trusts, estates, S-Corp, C-Corp, and real estate taxation.
  • In-depth knowledge of tax laws and regulations, with the ability to apply this expertise to complex tax scenarios.
  • Proven experience in preparing and reviewing intricate tax documents and financial statements.
  • Strong analytical, problem-solving, and decision-making capabilities.
  • Demonstrated leadership skills, with a successful history of mentoring and developing team members.
  • Excellent communication and customer service abilities, capable of explaining complex tax concepts clearly.
  • Proficiency in tax software and other relevant technologies.
  • Strong commitment to professional growth and staying current with tax practices and legislative changes.
  • Ability to thrive in a fast-paced environment, managing multiple projects and meeting deadlines.
  • High level of integrity and professionalism.


Interested in learning more? Please consider applying.