Tax Expert Partner

3 days ago


Laguna Beach, California, United States To & Scott Llc Full time
Senior Manager/ Partner CPA Opportunity

We are seeking an experienced Senior Manager/Partner CPA to join our team at To & Scott LLC. Our company specializes in Estate and Trust, offering a unique niche in the industry.

About the Role:

  • This is a full-time position with a competitive salary range of $170,000 - $220,000 per year.
  • The ideal candidate will have 15+ years of recent practice in public accounting, including experience as a manager.
  • They will be responsible for reviewing complex individual, business, fiduciary, and partnership tax returns, as well as providing technical research on complex tax issues.
  • Other responsibilities include preparing tax projections, reviewing financial statement compilations, and interacting closely with clients to provide innovative tax planning, consulting, and compliance expertise.

Required Skills and Qualifications:

  • Bachelor's degree in accounting or finance
  • CPA Certification
  • Master in Tax (a plus)
  • Strong technical and analytical skills in tax accounting
  • Proficiency in QuickBooks, Excel, Word, and Tax Software (Lacerte Tax software knowledge is a plus)
  • Detail-oriented and ability to multi-task
  • Team skills, positive attitude, and high ethical standards
  • Strong communication and organizational skills combined with attention to detail

Benefits:

  • Flexible schedule
  • Paid time off, including sick time and holidays
  • 401(k) profit-sharing plan elective deferrals, and Firm contribution bonuses at the end of each tax season
  • Dental Insurance
  • Health insurance
  • Vision insurance

Why Choose Us?

  • Great company culture; team approach; friendly staff, one block from the beach
  • Scenic commute to the office down PCH or through Laguna Beach Canyon

Location: One Location



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