Senior Tax Manager: Lead Teams, Grow Client Relationships

Underground Administration; Tustin (CA); On-site; USD 70,000 - 90,000; Full time

Job summary

A financial services firm in California is seeking a qualified tax professional to prepare and oversee tax returns while mentoring staff. Responsibilities include analyzing tax situations, ensuring accuracy in filing, and building client relationships. The ideal candidate has prior public accounting experience and a degree in Accounting. This position offers significant growth potential in a supportive workplace culture that values teamwork and integrity.

Qualifications

• Prior public accounting experience required.

Responsibilities

• Work with staff to ensure tax returns are completed correctly.
• Review and approve tax returns for clients.
• Mentor staff to enhance their skills.
• Gather tax-related information from clients.
• Analyze tax situations for maximum benefit.
• Build relationships to attract new clients.
• Bill clients for services provided.

Skills

Tax return preparation

Client relationship building

Mentoring

Education

Bachelor's Degree in Accounting

CPA or EA license

Job description

A financial services firm in California is seeking a qualified tax professional to prepare and oversee tax returns while mentoring staff. Responsibilities include analyzing tax situations, ensuring accuracy in filing, and building client relationships. The ideal candidate has prior public accounting experience and a degree in Accounting. This position offers significant growth potential in a supportive workplace culture that values teamwork and integrity.