We are looking for an accomplished Tax Manager - Director to join a growing organization in Lake Forest, California. This position is ideal for someone in public accounting who brings strong technical tax knowledge, leadership capability, and a commitment to delivering high-quality client service. The role offers the opportunity to guide tax engagements, support team development, and contribute to a collaborative environment that values balance and long-term success.
Responsibilities:
- Lead the preparation, review, and finalization of complex tax filings for individuals, corporations, and sales and use tax matters.
- Oversee multiple client engagements at once, ensuring deadlines, quality standards, and regulatory requirements are consistently met.
- Provide direction and mentorship to tax staff, helping develop technical skills, review accuracy, and career growth.
- Advise clients on tax planning strategies, compliance considerations, and risk areas to support sound financial decisions.
- Evaluate and refine tax-related policies, procedures, and documentation to strengthen consistency and operational effectiveness.
- Collaborate with internal and external stakeholders on specialized engagements, including work involving nonprofit organizations, unions, and retirement-related entities when applicable.
- Research tax issues and interpret changing regulations to recommend practical solutions for clients and leadership.
- Support practice growth by building strong client relationships and contributing to a high-performing tax function.
- At least 5 years of tax experience within a public accounting environment.
- Proven background in preparing and reviewing individual and corporate tax returns.
- Experience with sales and use tax compliance and related reporting requirements.
- Strong understanding of tax preparation standards, technical guidance, and applicable regulations.
- Ability to document, assess, and improve policies and procedures within a tax or accounting setting.
- Demonstrated success leading teams, managing workloads, and mentoring professionals.
- Experience with nonprofit, union, or 401(k) audit-related environments is preferred.
- Excellent communication and organizational skills with the ability to manage competing priorities effectively.