Tax Manager

Our client is seeking an experienced Tax Manager to lead tax engagements, manage client relationships, and provide strategic tax and accounting advisory services to a diverse portfolio of individuals, entrepreneurs, and businesses for their CPA firm. This role is ideal for a seasoned accounting professional who thrives in a high-volume, deadline-driven public accounting environment and is passionate about delivering exceptional client service.

The Tax Manager will serve as a trusted advisor to clients while overseeing tax compliance, financial reporting engagements, staff development, and business consulting services. The ideal candidate brings strong technical tax expertise, leadership experience, and the ability to effectively manage multiple client engagements simultaneously.

Key Responsibilities

Tax Compliance & Planning

• Manage and review the preparation of federal, state, and local tax returns for individuals, partnerships, corporations, S-corporations, and trusts.
• Provide proactive tax planning and consulting services designed to minimize tax liabilities and maximize financial opportunities.
• Advise clients on entity structure, business formation, succession planning, and tax-efficient growth strategies.
• Stay current on evolving tax laws, regulatory requirements, and accounting standards to ensure clients receive accurate and timely guidance.
• Support IRS and state tax compliance matters, including responding to notices, audits, and regulatory inquiries.

Client Accounting & Advisory Services

• Manage full-cycle client accounting engagements, including financial statement preparation and review, general ledger oversight, and month-end close processes.
• Perform reviews and compilations in accordance with applicable accounting standards and firm quality controls.
• Serve as the primary relationship manager for a portfolio of clients, providing strategic guidance on financial performance, cash flow management, and operational best practices.
• Analyze financial data and deliver actionable recommendations related to profitability, cost control, budgeting, forecasting, and business growth.
• Assist clients with financial planning, variance analysis, performance tracking, and operational decision-making.

Leadership & Team Development

• Lead multiple concurrent tax and accounting engagements in a fast-paced, high-volume public accounting environment.
• Review and oversee bookkeeping and accounting work to ensure accuracy, completeness, GAAP compliance, and adherence to firm standards.
• Mentor, train, and develop junior accountants and staff members through coaching, technical guidance, and quality review.
• Manage engagement timelines, workload prioritization, and client deliverables to consistently meet deadlines during peak tax seasons and throughout the year.
• Collaborate with firm leadership on client onboarding, service expansion, process improvement initiatives, and business development efforts.

Technology & Process Improvement

• Utilize accounting and tax software platforms, including QuickBooks, SAP, or similar applications, to efficiently manage client engagements.
• Leverage advanced Excel skills for financial analysis, reporting, forecasting, and data management.
• Identify opportunities to strengthen internal controls, improve accounting processes, and enhance operational efficiencies for clients.

Qualifications

• Bachelor's degree in Accounting required.
• CPA (Certified Public Accountant) or EA (Enrolled Agent) designation required.
• Minimum 7+ years of experience in a CPA firm or public accounting environment, with progressive leadership and client management responsibilities.
• Strong technical knowledge of federal and state tax regulations, financial reporting, and accounting principles.
• Demonstrated success managing a high-volume workload and balancing multiple client engagements simultaneously.
• Experience reviewing

  All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, Los Angeles County Fair Chance Ordinance, and San Francisco Fair Chance Ordinance.