Minimum six years of tax return preparation experience
Minimum two years of tax return and financial statement review experience
Proficiency in Microsoft Office, ProSystem fx Tax, Engagement, and QuickBooks
Strong communication and organizational skills
Responsibilities
Manage compliance and consulting engagements for clients
Communicate and interact with partners and clients on complex tax matters
Prepare clients' tax returns accurately and timely
Delegate tasks to tax staff efficiently
Serve as the primary engagement manager and project leader
Build and maintain strong client relationships
Respond to tax authorities and assist with audits
Mentor and train tax staff and new hires
Benefits
Opportunity for advancement based on performance
Commitment to professional development
Supportive team environment for client engagement
Chance to work on complex and varied tax issues
Full Job Description
Job Description
Tax Manager
Description
We are seeking an experienced Tax Manager to lead and manage the tax practice in our San Diego / La Jolla Office. This individual will be responsible for managing compliance and consulting engagements, including the delivery of high-quality work product, client communication and billing. This individual would serve as an adviser to our clients, aiming at maximizing engagement and achieving qualitative outcomes.
In this position, there is opportunity for advancement upon demonstration of abilities and a commitment to the profession and the firm.
Responsibilities
Demonstrate strong technical knowledge of individual, partnership, and corporate tax planning, consulting and compliance.
In-depth interaction and communication with the partners and clients, regarding complex tax and accounting matters.
Demonstrated knowledge and proficiency in advanced technical and research skills, necessary for advising clients.
Responsible for the efficient, accurate, complete and timely preparation of clients' tax returns.
Efficiently delegates work to the various tax staff, as necessary.
Serve as the primary engagement manager and manages projects to ensure that the client is presented with technically-accurate and a high-quality product representative of the firm's commitment to excellent client service.
Build client relationships, demonstrate knowledge of client business, and work closely with clients to advise on tax issues and planning.
Respond to tax authorities on behalf of client and assist with tax audits.
Performs all tasks related to client services within budgeted time.
Demonstrate competency in technical skills, work quality and application of professional and firm standards.
Mentor, supervise and train tax staff and seniors through guidance and coaching.
Assist with employee training for new hires and ongoing employee training.
Qualifications
Knowledge and Skill Requirements
CPA Certification required.
Good oral and written communication.
Good time management and organizational skills.
Proficiency in Microsoft Office, ProSystem fx Tax, Engagement and QuickBooks.
Education and Work Experience
CPA Certification required.
Bachelor's degree in accounting (or similar course work) required.
Minimum of six years of experience preparing all types of tax returns with a public CPA firm or private company.
Minimum of two years reviewing all types of tax returns and compiled financial statements with a public CPA firm or private company.
