Tax Manager

Jobot; Beverly Hills (CA); Remote; USD 110.000 - 155.000; Vollzeit

Benefits dieser Stelle

Work-from-home allowance

Health benefits

PTO & holidays

Zusammenfassung

Jobot is seeking a generalist Tax Manager to serve pass-through entities, partnerships, S corporations, multistate LLCs, family-owned businesses, and high-net-worth individuals.

You’ll manage client relationships, lead engagements from start to finish, and train staff and senior associates, with Partners actively guiding staff development. Base salary range is $125,000–$175,000, plus annual bonus and a work-from-home allowance; busy season typically runs 50–55 hours per week.

Qualifikationen

• Active CPA license.
• 5+ years of public accounting experience serving pass-through entities, closely held businesses, and high net worth individuals.
• Experience supervising and developing staff and senior associates.
• Strong project management skills and the ability to manage multiple engagements.
• Strong written and verbal communication skills, including experience leading client conversations.
• Intermediate to advanced proficiency in Microsoft Word and Excel.
• Experience with ProSystem fx Tax, Tax Planning, and Knowledge Coach preferred.
• Interest in mentoring others and working collaboratively with colleagues.

Aufgaben

• Reviewing federal and multistate tax returns for pass-through entities, closely held businesses, C corporations, and individuals.
• Managing multiple client engagements, including timelines, deliverables, and client communication.
• Drafting financial statements in accordance with GAAP.
• Serving as the primary client contact and understanding their businesses, industries, and tax needs.
• Keeping partners informed of key developments and recommending solutions to issues as they arise.
• Providing support and training to staff and seniors.
• Supporting recruiting, training programs, and internal professional development.
• Ensuring engagements meet internal and external deadlines and requirements.
• Independently researching and applying accounting standards as needed.

Kenntnisse

Project management

Communication

MS Word

MS Excel

Mentoring

Ausbildung

Masters in Taxation

Accounting with focus in Tax

Tools

ProSystem fx Tax

Tax Planning

Knowledge Coach

Jobbeschreibung

Job Details

120 Person Firm | 90% Paid Benefits | Over Time at Staff & Senior Levels = GREAT TENURE!!

This Jobot Job is hosted by: Emily Bohanon

Salary: $110,000 - $155,000 per year

A bit about us

We’re an independently owned, full-service CPA firm with 120 professionals working remotely across more than 30 states. For over 40 years, we’ve served clients across a range of industries through tax, audit and assurance, transaction services, and consulting.

Our work often puts us in competition with Big 4 firms, and many of our senior team members came from those firms. They wanted to continue handling complex engagements with a more manageable workload. We have a strong business tax practice, particularly with pass-through entities, closely held businesses, multistate operations, and high-net-worth individuals. We’re growing quickly and continue to build our team nationwide.

Why join us

You’ll work on complex tax engagements involving pass-through entities, partnerships, S corporations, multistate LLCs, C corporations, and high-net-worth individuals. Busy season typically runs 50–55 hours per week, ~2,300 total hours annually.

Partners work closely with the team, provide guidance, and take an active role in staff development. You’ll have direct access to leadership and opportunities to advance as you grow with the firm.

Compensation

• Base salary of $125,000–$175,000, depending on experience
• Annual bonus of $10,000–$35,000
• Work-from-home allowance of $3,600–$6,000 per year
• Paid overtime for hours over 40 at the staff and senior levels

Benefits

• Firm pays 90% of employee medical premiums and 80% for dependents
• Fully paid employee dental, vision, long-term disability, and life insurance; dependent vision is also covered
• HSA and Section 125 plans available
• 401(k) with a dollar-for-dollar match on contributions up to 4% of compensation, plus discretionary profit sharing
• Four weeks of PTO for managers and above, plus standard holidays

Remote schedule

Our team works remotely across the country. You can adjust your start and end times within the 7 a.m.–6 p.m. Pacific window, with eight hours of overlap expected.

Job Details

This generalist Tax Manager position focuses on pass-through entities and closely held businesses, including partnerships, S corporations, multistate LLCs, family-owned businesses, and high-net-worth individuals. You’ll manage client relationships, lead engagements from start to finish, and train staff and senior associates.

What you’ll be doing

• Reviewing federal and multistate tax returns for pass-through entities, closely held businesses, C corporations, and individuals
• Managing multiple client engagements, including timelines, deliverables, and client communication
• Drafting financial statements in accordance with GAAP
• Serving as the primary client contact and understanding their businesses, industries, and tax needs
• Keeping partners informed of key developments and recommending solutions to issues as they arise
• Providing support and training to staff and seniors
• Supporting recruiting, training programs, and internal professional development
• Ensuring engagements meet internal and external deadlines and requirements
• Independently researching and applying accounting standards as needed

What we’re looking for

• Active CPA license
• 5+ years of public accounting experience serving pass-through entities, closely held businesses, and high net worth individuals
• Experience supervising and developing staff and senior associates
• Strong project management skills and the ability to manage multiple engagements
• Strong written and verbal communication skills, including experience leading client conversations
• Intermediate to advanced proficiency in Microsoft Word and Excel
• Experience with ProSystem fx Tax, Tax Planning, and Knowledge Coach preferred
• An interest in mentoring others and working collaboratively with colleagues

Preferred Qualifications

• Masters in Taxation (or Accounting with focus in Tax)
• Experience at both Big4 and a smaller CPA firm

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.