Manage and review complex federal and multi-state tax returns for high-net-worth individuals, partnerships, S corporations, corporations, trusts and closely held businesses.
Serve as a primary point of contact for clients, building strong relationships and providing proactive tax guidance throughout the year.
Manage multiple client engagements, deadlines and deliverables while ensuring a high level of accuracy and client service.
Set clear expectations for Tax Staff and Seniors before work begins and monitor progress continuously.
Participate in client billing and collections as directed by Senior Manager or Partner.
Contribute to formal performance reviews for Tax Staff and Seniors.
Perform final review of outsourced and AI-assisted prepared returns before Partner sign-off.
Qualifications
Minimum 5 years of public accounting experience with a focus on tax, including at least 2 years in a Senior or equivalent role.
Bachelor's degree in Accounting or a related field. Advanced degree (MST or MBA with tax focus) preferred but not required.
CPA preferred
Ability and willingness to roll up your sleeves and do what is needed to meet client deadlines and expectations
Team player and can collaborate with other individuals in the organization
Proficient in Microsoft Office (Word, Power Point, especially Excel)
QuickBooks and CCH experience (or similar accounting/tax software equivalent)
Numbers & Facts
Location
Torrance, CA
Skills
Accountingunmatched
Artificial Intelligence (AI)unmatched
Business Administrationunmatched
Certified Public Accountant (CPA)unmatched
Credit and Collectionsunmatched
Customer Relationsunmatched
Customer Support/Serviceunmatched
High Net Worthunmatched
Intuit Quickbooksunmatched
Microsoft Excelunmatched
Microsoft Officeunmatched
Microsoft PowerPointunmatched
Microsoft Wordunmatched
Outsourcingunmatched
Performance Reviewsunmatched
Project Trackingunmatched
Public Accountingunmatched
Sales Managementunmatched
State Taxunmatched
Tax Accountingunmatched
Tax Returnsunmatched
Tax Softwareunmatched
Team Playerunmatched
Time Managementunmatched
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