Senior Tax Manager

Protouch Staffing; California; Híbrido; USD 150.000 - 190.000; Jornada completa

Descripción de la vacante

Protouch Staffing is seeking a Senior Tax Manager to lead and review complex tax engagements, offering strategic planning and advisory support for individuals, corporations, partnerships, and trusts. The role requires strong public accounting experience and a track record in managing client relationships and tax operations.

The ideal candidate will oversee federal and state tax matters, mentor staff, and coordinate with internal teams to deliver accurate, compliant tax services in a hybrid San

Formación

• Progressive tax experience in public accounting or similar professional services.
• Prior supervisory or managerial experience overseeing tax engagements and staff.
• Strong tax planning and advisory experience to optimize client positions.
• Experience preparing and reviewing complex tax returns for individuals, corporations, partnerships, and trusts.
• Excellent written and verbal communication skills.

Responsabilidades

• Lead, manage, and review complex tax engagements for individuals, corporations, partnerships, and trusts.
• Oversee tax compliance and preparation activities to ensure accurate and timely filing.
• Develop and implement tax planning strategies aligned with clients' financial objectives.
• Research federal and state tax laws and emerging developments.
• Identify tax-saving opportunities and provide practical recommendations to clients.
• Review complex tax returns and resolve technical tax issues.
• Serve as trusted advisor and primary contact for assigned clients.
• Provide technical guidance and mentorship to tax professionals and staff.
• Coordinate with accounting and internal teams to ensure delivery of client services.
• Communicate complex tax concepts clearly to clients and team members.
• Maintain documentation and ensure regulatory compliance.
• Manage multiple engagements, deadlines, and priorities with high accuracy.

Conocimientos

Tax planning

Public accounting experience

Client relationship management

Analytical skills

Mentorship

Communication skills

Time management

Educación

CPA license preferred

Advanced degree in accounting/taxation

Herramientas

Tax prep software

Tax research software

Accounting software

Document management software

Descripción del empleo

Job Description

Senior Tax Manager

Location: San Clemente, CA

Position Overview

We are seeking an experienced Senior Tax Manager to lead and review complex tax engagements while providing strategic tax planning and advisory support to clients. This position will oversee individual, corporate, partnership, and trust tax returns, ensure compliance with applicable tax laws and regulations, and identify opportunities to optimize clients' tax positions.

The ideal candidate will have strong public accounting experience, advanced knowledge of federal and state taxation, excellent analytical skills, and the ability to independently manage client relationships and complex tax matters.

Key Responsibilities

• Lead, manage, and review complex tax engagements for individuals, corporations, partnerships, and trusts.
• Oversee tax compliance and preparation activities to ensure accurate and timely filing.
• Develop and implement tax planning strategies aligned with clients' financial objectives.
• Research and interpret federal and state tax laws, regulations, and emerging tax developments.
• Identify tax-saving opportunities and provide practical recommendations to clients.
• Review complex tax returns and resolve technical tax issues.
• Serve as a trusted advisor and primary point of contact for assigned clients.
• Provide technical guidance and mentorship to tax professionals and internal team members.
• Coordinate with accounting and other internal teams to ensure efficient delivery of client services.
• Communicate complex tax concepts clearly to clients and team members.
• Maintain strong documentation and ensure compliance with professional standards and regulatory requirements.
• Manage multiple engagements, deadlines, and priorities while maintaining a high level of accuracy and client service.

Qualifications

• Several years of progressive tax experience in public accounting or a similar professional services environment.
• Prior supervisory or managerial experience overseeing tax engagements and staff.
• Strong tax planning and advisory experience with the ability to develop strategies that optimize client tax positions.
• Extensive experience preparing and reviewing complex individual, corporate, partnership, and trust tax returns.
• Strong understanding of federal and state tax laws, regulations, and compliance requirements.
• Excellent analytical, research, problem-solving, and organizational skills.
• Strong attention to detail with the ability to manage multiple engagements and deadlines.
• Excellent written and verbal communication skills.
• Ability to explain complex tax matters in a clear and understandable manner.
• Experience with tax preparation, tax research, accounting, and document management software.
• Ability to work effectively in a hybrid environment with a high degree of professionalism and independence.
• Strong commitment to confidentiality, integrity, and exceptional client service.
• CPA license preferred.
• Advanced degree in accounting, taxation, or a related field is a plus.

Company Description

Protouch Staffing is a trusted staffing partner specializing in connecting skilled professionals with top employers. While we originally focused on healthcare staffing, we’ve expanded into legal and other domains to meet evolving workforce needs across industries.