CPA Partner/ Senior Tax Manager

Benefits:

• Training & development
• Vision insurance
• Relocation bonus
• 401(k) matching
• Bonus based on performance
• Company parties
• Competitive salary
• Dental insurance
• Flexible schedule
• Free food & snacks
• Health insurance
• Opportunity for advancement
• Paid time off
• Parental leave
  
  
  

Job Description

We are searching for a Partner/Senior Tax Manager to join our firm in Orange County. In this role, you will be reviewing and preparing tax returns for high-net-worth clients. We focus on high-net-worth individuals, businesses, trusts, and estate tax returns. We firmly believe in work-life balance and make this a priority for our staff offering flexible work schedules. Our firm has experienced significant growth and based on this growth, we need an experienced individual with tax knowledge and experience in reviewing and preparing tax returns. We are a Cloud-based accountant firm with a paperless procedure.

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
• Completing responses and schedules in preparation for income tax audits
• 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
• Fundamental knowledge of GAAP and tax regulation
• Experience with major tax preparation software (Lacerte, Office Tools, SmartVault, Excel, QuickBooks, Sharefile experience)
• QuickBooks programs, Office Suite, and other reporting tools
• Detail and deadline-oriented
• Strong analytical and problem-solving skills
• Excellent written and verbal communication skills
• Excellent organizational skills with a bias toward efficiency
• Excellent time management, judgment, poise, and professionalism
  
  
  

Must-Have:

• Current California CPA License or Master's Degree in Tax
• Proficient in Lacerte Tax Preparation Software
• Proficient in QuickBooks accounting, Office Tools 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 3-4 days/ week in office
• Bonus based on performance
  
  
  

Flexible work from home options available.

#J-18808-Ljbffr