Senior Tax Manager — CPA/EA for High-Net-Worth Clients

FORTUITY INC; California (MO); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Career advancement

Flexible scheduling

License renewal support

Professional development

Job summary

Fortuity is hiring a licensed CPA or Enrolled Agent to prepare and deliver tax compliance and advisory services for high-net-worth clients. This hands-on role involves preparing complex federal and state returns, reviewing work, and addressing notices, with direct collaboration with firm principals.

Based in Sherman Oaks, California, this onsite position offers a full-time, exempt schedule with immediate start.

Qualifications

• Active CPA license or Enrolled Agent in good standing
• Five+ years of progressive tax preparation experience in public accounting
• Experience with pass-through entities, trusts, and high-net-worth returns
• Proficiency with tax software and Excel; strong communication skills
• Knowledge of IRC, Treasury Regulations, and Circular 230 standards

Responsibilities

• Prepare federal and state returns for individuals, S corps, partnerships, C corps, trusts and estates
• Prepare schedules, K-1s, depreciation, basis calculations, multi-state workpapers
• Sign as paid preparer and manage electronic filing; handle client authorizations
• Review returns prepared by others and ensure accuracy
• Prepare estimated tax calculations, extensions, and year-end projections
• Manage IRS/state notices and examinations; represent before IRS
• Assist with entity structuring, reorganization, and planning with principals
• Document planning opportunities across client structures and multi-state exposure
• Prepare international information reporting and foreign filings where applicable
• Maintain workpaper documentation to GAAP standards

Skills

CPA license

EA credential

Excellent communication

Detail-oriented

Public accounting

Education

Bachelor's degree in accounting or finance

Master's degree in Taxation (preferred)

Tools

QuickBooks

Excel

Tax software

Job description

Fortuity is hiring a licensed CPA or Enrolled Agent to prepare and deliver tax compliance and advisory services for high-net-worth clients. This hands-on role involves preparing complex federal and state returns, reviewing work, and addressing notices, with direct collaboration with firm principals.

Based in Sherman Oaks, California, this onsite position offers a full-time, exempt schedule with immediate start.