Tax Manager/Senior Tax Manager

1 week ago


Newport Beach, California, United States The Agency Recruiting Full time
Tax Manager/Senior Tax Manager - Wealth Management

We are seeking a highly skilled Tax Manager to join our team in Laguna Beach. In this role, you will be responsible for reviewing and preparing tax returns for high-net-worth clients, focusing on individuals, businesses, trusts, and estate tax returns. Our firm values work-life balance and seeks individuals who can work collaboratively within a team of dedicated professionals. We operate a paperless process, and this role will require working in the office.

Key Responsibilities:
  • Review and prepare federal and state income tax returns for individuals, partnerships, and corporations to ensure compliance and support tax planning.
  • Develop tax strategies to help clients comply with tax regulations. Conduct budget and cash flow projections. Stay up-to-date on tax legislation changes and inform the team.
  • Supervise, train, and mentor Tax preparer staff. Identify tax issues and provide solutions. Utilize tax laws to determine deductions for clients. Prepare and file tax documents with relevant agencies. Foster client relationships to enhance business growth.
Requirements:
  • Current California CPA License or Master's Degree in Tax.
  • Proficiency in Lacerte Tax Preparation and QuickBooks Software.
Benefits:
  • Salary up to $150K plus performance-based bonuses and relocation assistance (if needed).
  • 100% employer-paid medical, dental, and vision for employees. 3% company 401K matching with immediate eligibility. 10 days of Paid Time Off accrued yearly with 9 holidays for the 1st year. Flexible time off options, with a hybrid work model (option).
  • Bonuses are based on performance.


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