Tax Manager

4 days ago

Tustin, CA, United States RES Consultant Group Full time
Company Description

A fast-growing, nationally recognized CPA firm is seeking an experienced Hybrid Tax Manager (CPA/EA) to lead tax preparation, review, and strategic advisory services for a diverse portfolio of business and individual clients. This is a full-time, W2 position with a clear path for advancement, including future equity ownership opportunities for high performers.

Job Description
  • Interface directly with clients without partner involvement.
  • Schedule and oversee fieldwork and preparation of compilation and review financial statement engagements.
  • Review tax returns and financial statements to ensure technical accuracy and adherence to firm standards.
  • Prepare complex business and individual tax returns and provide tax planning independently.
  • Review financial statement reports, including footnotes, ensuring they are ready for partner signature.
  • Perform a broad range of accounting tasks, minimizing direct partner involvement.
  • Conduct technical tax reviews and approve all tax returns and governmental tax examinations of any complexity.
  • Assume full responsibility for larger tax returns, tax research, and delegate tasks to tax preparers as needed.
  • Act as a resource for tax preparers and staff on specific tax issues and questions.
  • Communicate important tax and tax-related developments to relevant firm personnel.
  • Delegate and manage governmental tax examinations and may represent clients before appropriate tax authorities.
  • Train and develop staff through recruiting, performance evaluations, developing training aids, and instructing professional development programs.
  • Maintain a complete knowledge of the firm's philosophy and positions on tax matters.
  • Stay current on general economic and political trends and legislation that may affect clients.
  • Participate in the firm's practice development efforts through involvement with referral sources, community, and industry activities.
  • Sign and issue select tax returns.
Qualifications
  • Degree in Accounting from an accredited university; Master's degree in Taxation preferred.
  • Minimum of 7+ years' experience in public accounting, demonstrating progression in tax return complexity, scope, and research.
  • Minimum of 40 hours of continuing education annually to maintain technical and business skills and meet licensing requirements.
  • Active CPA or EA license in good standing (REQUIRED).
  • Member in good standing with the American Institute of CPAs (AICPA).
Additional Information

Compensation & Benefits:
  • Competitive base salary commensurate with experience and qualifications.
  • Performance-based incentives (if applicable).
  • 401(k) with employer match (if applicable).
  • Health insurance with optional dental and vision coverage (if applicable).
  • Additional workplace perks (as applicable).

Career advancement opportunities, including future equity potential.

If you feel you have the necessary qualifications, please forward a current copy of your resume and state your salary requirement.

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