Client-First Tax Manager | Small-Biz Returns Lead

Distinct | North America; Murrieta (CA); On-site; USD 123,000 - 151,000; Full time

Job summary

Distinct | North America in Murrieta is seeking an experienced tax professional to own client relationships and their returns. You will meet with small business owners, untangle the books, and guide them through the tax process with clear, actionable explanations.

The role requires EA at minimum, with CPA preferred, and the ability to work onsite in the Murrieta/Temecula area. This is a seated, office-based position with immediate hiring possibilities.

Qualifications

• EA at minimum; CPA preferred.
• Years of tax experience to handle clients independently.
• Office within a sensible drive in Murrieta/Temecula area.

Responsibilities

• Meet tax clients and small business owners to understand their returns.
• Prepare and review individual and business returns.
• Explain numbers in client-friendly language.
• Maintain year-round client relationships.

Skills

Client relationship

Tax advisory

Communication

Education

Enrolled Agent (EA)

CPA preferred

Tools

Tax software

Job description

Distinct | North America in Murrieta is seeking an experienced tax professional to own client relationships and their returns. You will meet with small business owners, untangle the books, and guide them through the tax process with clear, actionable explanations.

The role requires EA at minimum, with CPA preferred, and the ability to work onsite in the Murrieta/Temecula area. This is a seated, office-based position with immediate hiring possibilities.