Kaplan, Inc

Senior Manager - Tax

Kaplan, Inc • $145K — $180K *
Burbank, CA 91505In-Person
Legal & Accounting
8 - 10 years of experience
3 days ago
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Job Overview by Ladders

Qualifications

  • Bachelor's degree in accounting, taxation, or related field.
  • CPA or Bar certification.
  • Eight+ years of public accounting experience with a tax focus.
  • Master's degree in accounting, taxation, or related field (preferred).
  • Significant supervisory experience (preferred).

Responsibilities

  • Assist with staff onboarding and ongoing training.
  • Conduct business development efforts with prospective clients.
  • Conduct complex tax research and stay updated on tax laws.
  • Communicate with clients and tax authorities on various matters.
  • Delegate projects to junior staff and provide support.
  • Anticipate and resolve tax issues, advising Partners.
  • Review complex tax returns including gift and estate taxes.

Benefits

  • Generous Paid Time Off starting with 20 days plus 2 additional days for managers.
  • Comprehensive healthcare options with fully covered dental and vision.
  • Hybrid and remote flexibility for work-life balance.
  • Professional development reimbursement for licenses and classes.
  • Retirement plans including a tailored 401(k) profit sharing plan.
Full Job Description
Job Summary:

The Tax Senior Manager is responsible for supporting and leading the Tax department's professionals and attracting new business to the Firm. The Tax Senior Manager prepares tax filings and related matters, and ensures that the processes adhere to the state regulations and local procedures.
Supervisory Responsibilities:
  • Act as coach and mentor to all employees in the Tax department.
  • Handle onboarding, training, discipline, and termination of employees in accordance with company policy.
  • Oversee the daily workflow of the department.
  • Provide constructive and timely performance evaluations.
  • Provide oversight and direction to the employees in the Tax department.
Duties/Responsibilities:
  • Assist with staff training for new hires and ongoing staff training. Train, mentor, and provide direction to staff, including time management, general supervision, and guidance.
  • Conduct business development efforts, including, but not limited to, meeting with prospective clients, preparing fee quotes and proposals, and evaluating client's needs.
  • Conduct complex tax research and keep up with current laws, possessing sound knowledge of the latest tax laws.
  • Communicate directly with existing clients, colleagues, management, and federal & state taxing authorities regarding various tax matters.
  • Delegate projects to Associates & Senior Associates and provide accounting and tax assistance.
  • Recognize, anticipate, and resolve tax issues; make recommendations to Partners.
  • Respond to IRS and state agency audits, inquiries, and tax notices.
  • Review complex gift tax and estate tax returns.
  • Review complex U.S. and multi-state income tax returns for individuals and business entities, C-corporations, S-corporations, Partnerships, Fiduciary, and Non-Profit Organizations.
  • Take direction and report to the Partners of the Tax department.
  • Ability to work the required overtime hours during busy season.
  • Perform other related duties and projects as assigned.
Education and Experience:

Required:
  • Bachelor's degree in accounting, taxation, or related field.
  • CPA or Bar certification.
  • Eight+ years Public Accounting experience with a tax focus.

Preferred:
  • Master's degree in accounting, taxation, or related field.
  • Significant supervisory experience.
Required Skills/Abilities:
  • Competence with tax compliance and research software, including GoSystems, or other software.
  • Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally.
  • Detail orientated and ability to multi-task, possesses excellent time management and prioritization skills.
  • Display sounds business and professional judgment.
  • Excellent organizational and time management skills.
  • Excellent written and verbal communication skills.
  • High degree of self-motivation and self-investment.
  • Proficient with Microsoft Office Suite or similar software.
  • Works well under pressure and client deadlines.
Physical Requirements:
  • Must be able to lift up to 15 pounds at a time.
  • Prolonged periods sitting at a desk and working on a computer.
  • Requirement to come into the office 1-3 days a week.

Benefits

LIFE:
  • Competitive Salary: We value your dedication and hard work. We offer a competitive salary of $145,000-$180,000 per year for this role.
  • Generous Paid Time Off: Start with 20 days and watch it grow, plus 2 extra days annually for managers.
  • Comprehensive Healthcare: Medical options include HMO, PPO, HDHP, with fully covered dental and vision for you.
  • Flexible Spending Accounts & Health Savings Accounts: Manage healthcare expenses conveniently with a benefits debit card.
  • Employee Assistance Program: Confidential support for personal or work-related challenges.

FAMILY:
  • Hybrid & Remote Flexibility: Work-life balance matters! Enjoy flexibility based on your role.
  • Insurance Benefits: Basic life insurance, voluntary life insurance, and long-term disability coverage.
  • Dependent Care and Pet Insurance: Covering loved ones, furry or not, with flexible spending accounts and pet insurance.
  • Bereavement Paid Time Off: Time to grieve and heal without work worries.
  • Sabbatical and Personal Leave Options: Recharge and refocus with time off for personal needs.

BUSINESS:
  • Social Events: Networking and unwinding at virtual and in-office firm social events.
  • Community Involvement: Volunteering events that give you and your team a chance to give back and grow stronger together.
  • Referral Bonuses: Earn rewards for growing our team and client base.
  • Commuter Benefits: Funds for transit and parking to ease your daily commute.
  • Professional Development: Reimbursement for licenses, memberships, CPE allowance, and access to classes through Becker.

DREAMS:
  • Retirement Plans: Tailored 401(k) Profit Sharing Plan for your financial future.
  • Support for Professional Certifications: Assistance on your journey to CPA or CFE, including study materials, exam reimbursements, and bonuses.
  • Leadership Development and Mentorship: Personal and professional growth through mentorship programs and our firm's competency model (Blueprint for Development).

About Kaplan, Inc

Kaplan, Inc. is a for-profit education company that provides educational services to individuals, schools, and businesses. The company offers a range of services, including test preparation, language instruction, and professional training. Kaplan is known for its test preparation services, which include preparation for standardized tests such as the SAT, GRE, and LSAT. The company was founded in 1938 and is headquartered in Fort Lauderdale, Florida.
Learn more about Kaplan, Inc
Size
10,000 employees
Industry
Education, Government & Non-Profit
Founded
1938
* Ladders Estimates

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