We are looking for an experienced Tax Manager to join a public accounting team in California. This role is suited for someone who can oversee a varied client portfolio, deliver accurate tax work across multiple entity types, and build trusted client relationships through clear guidance. The ideal candidate brings strong technical tax knowledge, sound judgment, and the ability to manage competing priorities in a deadline-driven environment.
Responsibilities:
- Oversee the preparation and review of tax filings for corporations, partnerships, individuals, and estates while maintaining accuracy and compliance.
- Manage multiple client engagements at once, establishing priorities, monitoring timelines, and ensuring responsive, high-quality service.
- Provide practical tax guidance to clients by explaining complex regulations in a clear and approachable manner.
- Conduct technical research on tax matters and apply findings to support planning, reporting, and compliance needs.
- Prepare and review annual income tax provisions and federal tax returns for a range of business and individual clients.
- Support matters related to entity formation and advise clients on tax considerations connected to organizational structure.
- Use industry-standard tools and software, including Microsoft Office, QuickBooks, and tax preparation platforms such as Lacerte, to complete engagements efficiently.
- Identify tax issues, resolve filing challenges, and recommend effective solutions that align with client objectives and regulatory requirements.
- Bachelor’s degree in accounting, taxation, finance, or a related field.
- Active CPA license required.
- At least 7 years of tax experience within a public accounting firm environment.
- Demonstrated ability to prepare and review corporate, partnership, and individual tax returns with a high level of technical accuracy.
- Proficiency with Microsoft Office and QuickBooks; experience with Lacerte tax software is preferred.
- Strong analytical and tax research capabilities with the ability to interpret complex guidance.
- Excellent written and verbal communication skills, including the ability to present technical information clearly to clients.
- Proven ability to work independently, manage multiple deadlines, and deliver strong client service with minimal supervision.