Senior Tax Manager

The Accountancy, LLP; Glendale (CA); Hybrid; USD 130,000 - 200,000; Full time

Benefits offered by this job

Health Insurance

Dental Insurance

Life insurance

Healthcare reimbursement account (FSA)

401(K) plan

Paid time off

Sick time

Job summary

The Accountancy, LLP in Glendale, CA is seeking a senior tax professional to work with Partners, providing tax advice to individuals, partnerships, corporations, nonprofits and trusts. The role includes mentoring staff and actively building the firm’s client base.

This hybrid position requires in-office presence at least two days per week, offers a salary of $130,000 to $200,000 plus performance bonuses, 100% employee health and dental insurance, a 401(k) plan, and generous PTO.

Qualifications

• Bachelor's Degree in Accounting is required or a minimum minor in Accounting.
• Minimum 5 years of experience working in tax.
• CPA license preferred, EA at minimum.
• Experience reviewing and directing work of tax preparers is required.

Responsibilities

• Provide tax advice and business advisory services for individuals, partnerships, corporations, non-profits and trusts.
• Assume client service responsibility and work directly with Partners to service clients; begin building their book of business.
• Perform technical review of tax returns; provide review notes to tax preparers; occasionally prepare more complex returns.
• Mentor staff to provide guidance on technical and accounting tax topics.
• Address government notices and occasional tax audits; participate in business development, marketing, and proposal development.
• This position oversees two tax associates within a pod structure.

Skills

Tax advisory

Client relationship management

Mentor staff

Business development

Learning orientation

Education

Bachelor's Degree in Accounting

Job description

The Accountancy, LLP is a rapidly growing, full-service CPA firm with offices in Glendale and Sherman Oaks. The firm is focused on tax, assurance and accounting. Our mission is to provide accounting and financial solutions with balance, objectivity, and integrity, while tailoring strategies that create and preserve the wealth of our clients, delivered with superior personal service.

The legacy of The Accountancy dates as far back as 1946, giving the firm a long-standing reputation for excellence in the Greater Los Angeles area. We go beyond the four corners of a tax return or financial statement to provide our clients with forward thinking for their financial future. Our holistic approach to client services leverages us to be a trusted advisor to businesses, non-profits, and high-net-worth individuals.

The successful candidate will work directly with Partners at the firm to provide tax services to our clients. You will be directly working with clients, actively advising them and helping them plan for their financial future.

Responsibilities/Requirements:

• Provide tax advice and business advisory services for individuals, partnerships, corporations, non-profits and trusts
• Assume client service responsibility and work directly with Partners to service clients. Our ideal candidate would be able to begin managing clients transitioned to them from Partners by next tax season to begin building their book of business as well as take on new prospective clients
• Perform technical review of tax returns; provide review notes to tax preparers; occasionally prepare more complex returns
• Mentor staff to provide guidance on technical and accounting tax topics
• Strong willingness and eagerness to learn new technical subject areas
• Address government notices and occasional tax audits
• Participate in business development, marketing, and proposal development
• This position directly oversees two tax associates. We work in pods so this position would join a pod with two Partners, one other manager, and two to three staff

Minimum Qualifications

• Bachelor's Degree in Accounting, or at a minimum minor in Accounting
• Minimum 5 years of experience working in tax
• CPA license preferred, must have an EA at minimum
• Experience reviewing and directing work of tax preparers is required

Location

This is a hybrid position with a minimum of 2 days per week in‑office. This opening is specifically for the Glendale office.

Compensation

• Salary ranges from $130,000 to $200,000 depending on experience
• Performance-based bonuses

Benefits Offered

• Health Insurance - 100% covered for employee
• Dental Insurance - 100% covered for employee
• Life insurance is covered by the firm after 6 months of service
• Healthcare reimbursement account (FSA) at employee’s expense if they opt‑in
• 401(K) plan with employer contributions
• Three weeks of paid time off per year for the first 5 years of service. Increases to 4 weeks per year after 5 years
• 40 hours of sick time
• 9/80 schedule for half the year. We work normal workweeks during tax season (including extension season) and the rest of the year employees may choose to opt‑in to a 9/80 schedule, which means you work 9‑hour days on Mondays, Tuesdays, Wednesdays, and Thursdays; every‑other Friday you alternate between an 8‑hour day, and a full day off. This provides for a 3‑day weekend every‑other week, while still getting 80‑hours into a bi‑weekly period.