Tax Manager

USA: Irvine, CA | Hybrid

Job Details

The Tax Manager is responsible for advising clients on the tax implications of their business objectives, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex tax issues. In this role, the Tax Manager is charged with applying knowledge to understand potential tax issues, and recognizing and communicating potential risks and potential changes in the tax policy.

Essential Functions:

Efficiently review engagement work papers and tax returns

Effective at supervising and training staff to prepare returns

Possesses a solid command of pertinent IRC sections and regulations

Develop an expertise in responding to tax authority notices and client representation

Oversee and supervise multiple engagements in progress simultaneously

Manage client accounts including billing, fee analysis and new service development

Provide effective feedback to mentors and supervisory, senior and staff accountants

Ability to research complex tax matters and clearly communicate findings and recommendations

Meet challenging client requirements and provide exceptional service

Consistently display excellent written, verbal, and listening communication skills

Identify new business development opportunities and assist in growing existing client services

Minimum Qualifications:

Bachelors degree in Accounting or related field required; Master of Tax preferred

Minimum 4 years of tax experience in a public accounting firm or related experience

Licensed CPA required

Extensive experience with pass-through entities strongly preferred

Proficient in S-Corp, Partnership, High Net Worth individual, C-Corp and Trust taxation desired.

Previous experience supervising and training Staff and Seniors preferred

Excellent written and verbal communication and interpersonal skills

Must be highly motivated and experienced in managing multiple client engagements

Must begin to attain visibility and recognition within their industry specialization

Proficient with Microsoft Office (Word, Excel, PowerPoint, Outlook)

Core Responsibilities:

Leading Managing and Holding People Accountable (LMA)

Understands and assist in execution of growth strategies (research calls, pipeline management, COPs, etc.)

Manage the engagement (job) project management, billing, ensures QC (technical) standards

Takes care of the client (meets deadlines, timely communication)

Develops engagement team (prepares seniors to the next level)

Pay Range: $135,000 - $160,000

#LI-Hybrid