Tax Manager

Perfect Timing Personnel Services; California; On-site; USD 140,000 - 180,000; Full time

Job summary

Perfect Timing Personnel Services is seeking a Tax Manager for a leading accounting and advisory firm in California. You will oversee client tax engagements, ensure high-quality service delivery, and provide strategic planning and compliance expertise.

The role emphasizes mentoring junior staff, managing a portfolio, developing tax strategies, and collaborating with partners to grow the firm’s practice through superior client relations and process improvements.

Qualifications

• Bachelor's degree in Accounting required; Master's degree in Taxation preferred.
• Active and valid CPA license required.
• 8+ years of progressive tax experience in public accounting.
• Strong knowledge of federal/state/local tax laws and return types.

Responsibilities

• Engagement management across multiple client tax engagements.
• Review complex federal, state, and local tax returns for individuals, corporations, partnerships, trusts, and estates.
• Develop and implement strategic tax plans to minimize liabilities.
• Mentor, train, and supervise tax staff and seniors; provide feedback.
• Perform extensive tax research and communicate findings to clients and the team.
• Handle IRS and state notices, inquiries, and audits.

Skills

Engagement management

Tax research

Mentoring staff

Client relations

Project management

Communication skills

Education

Bachelor's degree in Accounting

Master's degree in Taxation

Tools

ProSystem fx

CCH

Excel

Job description

A leading accounting and advisory firm dedicated to providing comprehensive tax, assurance, and advisory services to a diverse clientele.

About the Role

The Tax Manager is a leadership position responsible for overseeing all aspects of client tax engagements. This individual will manage a portfolio of clients, ensure high-quality service delivery, and provide strategic tax planning and compliance services. The role requires advanced technical skills, strong project management abilities, and a commitment to mentoring junior staff.

Responsibilities

• Engagement management: Manage multiple client tax engagements, ensuring timely completion and adherence to quality standards.
• Tax preparation and review: Review complex federal, state, and local tax returns for individuals, corporations, partnerships, trusts, and estates.
• Tax planning and strategy: Develop and implement strategic tax plans for clients to minimize liabilities and identify tax-saving opportunities.
• Client relations: Act as a primary point of contact for clients, provide expert advice, and build long-term relationships.
• Technical research: Perform extensive tax research on complex issues and effectively communicate findings to clients and the engagement team.
• IRS and state correspondence: Handle and resolve notices, inquiries, and audits from tax authorities.
• Team leadership and development: Mentor, train, and supervise tax staff and seniors, providing constructive feedback and fostering a culture of professional growth.
• Business development: Assist partners in identifying and cultivating new client opportunities to help grow the firm's practice.
• Process improvement: Recommend and implement enhancements to firm processes and technology to increase efficiency and effectiveness.

Qualifications

• Education: Bachelor's degree in Accounting or a related field required. A Master's degree in Taxation is preferred.
• Certification: Active and valid Certified Public Accountant (CPA) license is required.
• Experience: A minimum of 8 years of progressive tax experience within a public accounting firm.
• Technical expertise: In-depth knowledge of federal, state, and local tax laws and regulations. Expertise in various tax return types, including individual, corporate, partnership, trust, and estate. Proficiency with tax preparation software (e.g., CCH, ProSystem fx) and Microsoft Excel.
• Soft skills: Excellent communication, interpersonal, and writing skills. Exceptional analytical, critical thinking, and problem-solving abilities. Strong project and time management skills with the ability to manage multiple engagements and deadlines. Demonstrated leadership skills and ability to motivate and coach team members.