Senior Tax Manager - Lead Compliance & Client Planning

Empirical Wealth Management; Mission Viejo (CA); On-site; USD 125,000 - 175,000; Full time

Benefits offered by this job

Medical, Vision, Dental insurance fully paid

401(k) Plan + match

Job summary

A financial services firm in Mission Viejo is looking for a Senior Tax Manager to lead tax compliance and planning for clients. The role involves reviewing tax returns, managing client relationships, and overseeing tax strategies. The ideal candidate will have a minimum of 5 years in public accounting, possess a CPA or JD, and be proficient in tax software. Strong analytical and communication skills are essential. They offer a competitive salary and comprehensive benefits including medical, vision, dental, and a 401(k) plan.

Qualifications

• Minimum 5 years of public accounting experience with a focus on taxation.
• Ability to manage multiple engagements and projects.
• Proficiency in tax software and research tools.

Responsibilities

• Review and sign off on federal and state tax returns.
• Manage client relationships and oversee tax planning strategies.
• Prepare memos and correspond with tax authorities.

Skills

Public accounting experience

Tax compliance and planning

Client relationship management

Analytical skills

Communication skills

Education

CPA or JD

Master's in taxation

Tools

CCH Axcess Tax

BNA Income Tax Planner

CCH IntelliConnect

Job description

A financial services firm in Mission Viejo is looking for a Senior Tax Manager to lead tax compliance and planning for clients. The role involves reviewing tax returns, managing client relationships, and overseeing tax strategies. The ideal candidate will have a minimum of 5 years in public accounting, possess a CPA or JD, and be proficient in tax software. Strong analytical and communication skills are essential. They offer a competitive salary and comprehensive benefits including medical, vision, dental, and a 401(k) plan.