Lead Tax Professional

4 days ago


San Diego, California, United States LLME Full time

We are seeking a skilled and experienced Lead Tax Professional to oversee tax engagements, provide high-quality tax services, and contribute to the development of our team. This position offers excellent opportunities for leadership and career advancement.

Job Summary:

  • Review federal and state income taxes for Individual, Partnership, Corporate, and Trust tax returns
  • Build new and existing client relationships and demonstrate knowledge of client industries
  • Prepare internal memoranda, written correspondence/guidance, private letter rulings, and other documents for submission to the IRS, Treasury Department, or other taxing authorities
  • Provide technical training and mentorship to staff members
  • Manage multiple clients, budgets, and productivity goals

Requirements:

  • CPA certification
  • Master's Degree in Taxation a plus
  • 6 or more years recent experience in public accounting with a national, large regional, or technically proficient local firm
  • At least 2 years of supervisory experience
  • High level of technical proficiency in corporate, partnership, and individual returns
  • Strong accounting and analytical skills
  • Excellent interpersonal, oral, and written communication skills
  • Detail-oriented and ability to multi-task

Compensation:

  • Annual base pay: $120,000 - $160,000, depending on experience and qualifications
  • Bonus structure tied to performance and company success

Our benefits package includes:

  • Competitive salary and bonus potential
  • Health, dental, life, long-term disability insurance
  • 401(k) plan
  • New business and employee referral bonuses
  • Professional dues and continuing education support
  • Free parking and other perks

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