Tax Manager

Pomona College; Claremont (CA); On-site; USD 120,000 - 190,000; Full time

Job summary

Pomona College is seeking an experienced Tax Manager to join our growing CPA practice. The role focuses on reviewing diverse tax returns, ensuring federal, state, and local compliance, and providing technical guidance to staff.

Mentoring, client relationships, and delivering high-quality tax services are central to the position, with a manageable busy season and no strict tracking of billable hours. The candidate will supervise staff, manage engagements from planning to completion, and stay

Qualifications

• Bachelor's degree in Accounting, Finance, or related field.
• CPA license required.
• Minimum of 4 years of recent public accounting tax experience.
• Strong knowledge of individual, business, and fiduciary taxation.
• Experience reviewing tax returns and supervising staff.
• Proficiency with tax preparation software.
• Excellent analytical, organizational, and problem-solving skills.
• Strong written and verbal communication abilities.
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.

Responsibilities

• Review individual, corporate, partnership, fiduciary, and S-corporation tax returns for accuracy and compliance.
• Prepare complex tax returns and tax planning projects as needed.
• Research tax issues and provide practical recommendations to clients and firm leadership.
• Manage tax engagements from planning through completion while meeting deadlines and budget expectations.
• Serve as a primary point of contact for tax clients and build strong client relationships.
• Identify tax-saving opportunities and provide proactive tax planning strategies.
• Supervise, train, and mentor tax staff and senior accountants.
• Review tax workpapers and provide constructive feedback to team members.
• Ensure compliance with federal, state, and local tax regulations.
• Assist with IRS and state tax notices, examinations, and correspondence.
• Stay current on tax law changes and communicate impacts to clients and staff.
• Support business development efforts and contribute to the growth of the firm’s tax practice.

Skills

Tax planning

Tax research

Mentoring staff

Client relationships

Analytical skills

Communication skills

Time management

Problem solving

Education

Bachelor's degree in Accounting/Finance

CPA license

Tools

Tax software

Job description

We are seeking an experienced and detail-oriented Tax Manager to join our growing CPA firm. The Tax Manager will be responsible for reviewing a variety of tax returns, ensuring compliance with federal, state, and local tax regulations, and providing technical guidance to staff. This position offers an excellent opportunity for a tax professional who enjoys mentoring staff, managing client relationships, and delivering high-quality tax services. Manageable busy season with rarely exceeding 55 hours and no tracking billable hours.

Key Responsibilities

• Review individual, corporate, partnership, fiduciary, and S-corporation tax returns for accuracy and compliance.
• Prepare complex tax returns and tax planning projects as needed.
• Research tax issues and provide practical recommendations to clients and firm leadership.
• Manage tax engagements from planning through completion while meeting deadlines and budget expectations.
• Serve as a primary point of contact for tax clients and build strong client relationships.
• Identify tax-saving opportunities and provide proactive tax planning strategies.
• Supervise, train, and mentor tax staff and senior accountants.
• Review tax workpapers and provide constructive feedback to team members.
• Ensure compliance with federal, state, and local tax regulations.
• Assist with IRS and state tax notices, examinations, and correspondence.
• Stay current on tax law changes and communicate impacts to clients and staff.
• Support business development efforts and contribute to the growth of the firm’s tax practice.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field.
• CPA license required.
• Minimum of 4 years of recent public accounting tax experience.
• Strong knowledge of individual, business, and fiduciary taxation.
• Experience reviewing tax returns and supervising staff.
• Proficiency with tax preparation and accounting software.
• Excellent analytical, organizational, and problem-solving skills.
• Strong written and verbal communication abilities.
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.