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Form of workJob Description
Benefits/Perks:
- Competitive Compensation
- 401K Matching
- Bonuses on Performance
- Paid Time Off and Vacation
- Full Health Benefit
Job description
We are currently seeking a Partner/Senior Tax Manager to join our Laguna Beach Office. In this position, you will be responsible for reviewing and preparing tax returns for high-net-worth clients, focusing on individuals, businesses, trusts, and estate tax returns. We are committed to promoting work-life balance and are looking for individuals who want to be part of a collaborative team of dedicated professionals. Our firm operates in the cloud and follows a paperless procedure. This position will require working in the office.
Responsibilities:
- Review and prepare federal and state income tax returns for individuals (1040), partnerships (1065), and corporations (1120 and 1120S) income tax returns to satisfy compliance requirements and support effective business/tax planning.
- Developing tax strategies to assist clients in being tax-compliant
- Perform budget and cash flow projections.
- Monitoring developments in tax legislation, Informing management and staff of developments in tax legislation
- Supervising, training, and mentoring Tax preparer staff
- Identifying tax problems and developing solutions
- Use applicable federal, state, and local tax law to determine deductions and how much each client will pay or earn on the return
- Complete and file tax documents with appropriate agencies, like the IRS, state, and local government entities
- Build customer relationships to promote and expand the business
Qualifications of the Tax Preparer:
- Previous experience in Public Accountant Firm preferred (7 years plus)
- 2+ years of management/supervisory experience required
- Proven track record of exceptional client service and business development
- Demonstrated leadership and management skills
- Strong technical expertise in their practice area
- A commitment to the firm’s growth and success
- An interest in mentoring and developing junior staff
- A willingness to invest in the firm’s future through a buy-in process
- Experience with major tax preparation software (Lacerte, Office Tools, SmartVault, Excel, QuickBooks, Sharefile experience)
Must Have:
- Current California CPA License or Master's Degree in Tax
- Proficient in Lacerte Tax Preparation and QuickBooks Software
Compensation:
- Up to $250K plus bonuses + relocation package (if necessary)
- 100 % employer-paid medical, dental, and vision for employees
- 3% company 401K matching with no vesting period
- 24 days Paid Time Off accrued annually including 9 holidays
- After 3 years, PTO increases to 31 days including 9 holidays
- Flexible time off (if necessary), hybrid 1-2 days/ week in office
- Bonus based on performance
