Utilizing a state-of-the-art technology platform, we go beyond the numbers to provide invaluable financial and operational insight to a diverse array of dynamic clients – from enduring institutions to disruptive start-ups. By delivering strategic guidance with a personal touch, we are reshaping ideas of what a CPA firm is capable of – and give our professionals the support to self-determine the path their career takes.
Job Details
Looking for motivated, hard working and dynamic Tax Manager with a strong passion for public accounting and tax services to join the team. A career in our public Tax sector will provide you with the opportunities to learn and develop technical skills in order to prep and execute returns of all kinds and industries.
This Tax Manager role will perform advanced level accounting functions related to tax specifications and perform as a lead by assigning work and providing guidance to lower level associates. In this role the Tax Manager will be responsible for advising clients on the tax implications of their business objections, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex tax issues. The Tax Manager is charged with applying knowledge to understand potential tax issues, and recognizing and communicating potential risks and potential changes in the tax policy.
Core Responsibilities & Essential Functions:
Leading Managing and Holding People Accountable (LMA)
Understand and assist in execution of growth strategies (research calls, pipeline management, COPs, etc.)
Take care of the client (meets deadlines, timely communication)
Develop engagement team (prepares seniors to the next level)
Efficiently review engagement work papers and tax returns for Partnerships and high net worth individuals
Effective at supervising and training staff to prepare returns
Possess a solid command of pertinent IRC sections and regulations
Develop an expertise in responding to tax authority notices and client representation
Oversee and supervise multiple engagements in progress simultaneously
Manage client accounts including billing, fee analysis and new service development
Provide effective feedback to mentors and supervisory, senior and staff accountants
Research complex tax matters and clearly communicate findings and recommendations
Meet challenging client requirements and provide exceptional service
Consistently display excellent written, verbal, and listening communication skills
Identify new business development opportunities and assist in growing existing client services
Working Conditions:
Work is performed in a business office environment with limited privacy and exposure to general office environment noise from others conducting business
Overnight travel is required approximately 10% of time.
Minimum Qualifications:
Bachelor’s degree in Accounting or related field required; Master of Tax preferred
Minimum 4 years of experience in a public accounting firm or related experience
CPA license required, MBA, JD, LLM possible to be in lieu of CPA
Previous experience supervising and training staff and Seniors preferred
Excellent written and verbal communication and interpersonal skills
Strong organizational techniques are required
Must be highly motivated and experienced in managing multiple client engagements
Must begin to attain visibility and recognition within their industry specialization
Proficient with Microsoft Office (Word, Excel, PowerPoint, Outlook)
Numbers & Facts
Location
San Diego, CA
Skills
Accountingunmatched
Analysis Skillsunmatched
Billingunmatched
Business Developmentunmatched
Certified Public Accountant (CPA)unmatched
Communication Skillsunmatched
Customer Support/Serviceunmatched
Financial Operationsunmatched
High Net Worthunmatched
Interpersonal Skillsunmatched
Leading Edge Technologyunmatched
Maintain Complianceunmatched
Mentoringunmatched
Microsoft Excelunmatched
Microsoft Officeunmatched
Microsoft Outlookunmatched
Microsoft PowerPointunmatched
Microsoft Wordunmatched
Organizational Skillsunmatched
People Managementunmatched
Presentation/Verbal Skillsunmatched
Project/Program Managementunmatched
Public Accountingunmatched
Quality Controlunmatched
Sales Managementunmatched
Sales Pipelineunmatched
Sales Prospectingunmatched
Staff Trainingunmatched
Startupunmatched
Tax Accountingunmatched
Tax Regulationsunmatched
Tax Returnsunmatched
Time Managementunmatched
Willing to Travelunmatched
Writing Skillsunmatched
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