Lead Tax Strategist

2 weeks ago


Foothill Ranch, California, United States Jobot Full time
Tax and Accounting Firm Seeking Senior Tax Manager/Partner

Our organization is a comprehensive CPA firm offering a wide array of services in accounting, auditing, consulting, financial services, and taxation.

Benefits of Working with Us:
  • Opportunities for career advancement (potential for Senior Manager or partnership)
  • Attractive salary package
  • Annual performance bonuses
  • Established firm with over 6 years of operation
  • Extensive benefits including Medical, Vision, and Dental coverage
  • 401k matching program
  • Flexible working hours with remote work options
  • Manageable workload during peak seasons
Position Overview:

We are in search of a proactive and seasoned Senior Tax Manager/Partner to enhance our expanding finance team. This position demands an individual with a robust background in taxation, financial reporting, and wealth management. The ideal candidate will possess in-depth knowledge of tax laws and regulations, particularly concerning high-net-worth individuals, trusts, estates, S-Corp, C-Corp, and real estate sectors. As a Senior Tax Manager/Partner, your responsibilities will include supervising intricate tax returns and financial statements to guarantee precision and compliance. This permanent role presents a distinctive opportunity to engage with a varied client base and influence the strategic direction of our tax division.

Key Responsibilities:
  • Analyze and prepare complex tax returns for diverse entities
  • Deliver strategic tax planning and advisory services
  • Ensure precise and timely financial reporting
  • Keep abreast of tax legislation and relay updates to clients
  • Cultivate strong client relationships and provide outstanding service
  • Collaborate with other departments to develop integrated tax strategies
  • Mentor and oversee junior staff members
  • Contribute to the expansion of the tax division
Required Qualifications:
  • Bachelor's degree in Accounting, Finance, or a related discipline
  • CPA certification
  • At least 15 years of experience in tax management
  • Comprehensive understanding of tax laws and regulations
  • Proven expertise in tax preparation and review
  • Strong analytical and problem-solving capabilities
  • Excellent leadership and communication skills
  • Proficiency in tax software applications
  • Commitment to ongoing professional development and staying informed on tax practices
  • Ability to thrive in a fast-paced environment with integrity

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