Tax Manager

3 days ago


Huntington Beach, California, United States CFOmate Full time

{"h1": "Tax Manager Job Description", "p": "At CFOmate, we are seeking a highly experienced Tax Manager to join our team. As a Tax Manager, you will be responsible for overseeing all tax-related activities in the organization, meeting with clients, 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.", "ul": [{"li": "Manage tax-related activities and ensure compliance with tax laws and regulations"}, {"li": "Meet with clients to discuss tax-related matters and provide guidance"}, {"li": "Manage a team of tax preparers and admin staff to ensure efficient and accurate tax preparation"}, {"li": "Stay up-to-date on new tax laws and regulations and provide training to the team"}, {"li": "Assist with additional financial projects for business clients"}], "h2": "Responsibilities", "p": "As a Tax Manager at CFOmate, you will be responsible for the following tasks:", "ul": [{"li": "Learn and operate in our unique tax process"}, {"li": "Perform tax research on client scenarios as necessary"}, {"li": "Review tax returns prepared by staff and coach staff as necessary"}, {"li": "Identify opportunities and creative strategies to minimize client taxes"}, {"li": "Prepare for and lead tax audits with the IRS, CA FTB, and other agencies as necessary"}, {"li": "Keep the team up-to-date on new tax laws as necessary"}, {"li": "Assist with additional financial projects for business clients"}], "h2": "Qualifications", "p": "To be successful as a Tax Manager at CFOmate, you will need the following qualifications:", "ul": [{"li": "Strong knowledge of Lacerte required"}, {"li": "CPA or EA license required"}, {"li": "Ability to be client-facing and run appointments required"}, {"li": "Minimum 5+ years' of tax preparation experience"}, {"li": "Strong communication and analytical skills"}, {"li": "Strong knowledge of QBO preferred"}, {"li": "Working knowledge of TaxDome preferred"}, {"li": "A Master's degree in taxation preferred"}], "h2": "About CFOmate", "p": "CFOmate provides a wide range of services to accommodate each client's specific tax and financial situation. Our goal is to make life easier for clients by providing a one-stop shop for preparing tax returns, starting new businesses, organizing accounting data, and, if necessary, defending audits.", "p": "By fostering a culture of continuous learning, collaboration, and community engagement, our mission is to be the leading force in shaping the future of financial and tax solutions, positively impacting clients, employees, and the communities we serve.", "p": "CFOmate strives to be the ultimate financial partner for businesses looking to scale to new heights, setting the industry standard for integrity, expertise, and innovation, driven by a relentless commitment to clients' success and financial well-being."}


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