Tax Manager

Distinct | North America; Glendale (CA); On-site; USD 120,000 - 140,000; Full time

Benefits offered by this job

Health insurance

Life insurance

Vision coverage

401(k) with match

Overtime in season

Job summary

Distinct | North America in Glendale, CA seeks a tax manager to lead high net worth client work and closely held businesses. The role covers tax, underlying accounting, and business management within one seat.

You will handle returns for individuals, partnerships, and S corporations, including estate, gift and trust work, run projections, and lead a small tax team while addressing notices.

Qualifications

• CPA or EA certification required.
• 6 years in tax experience.
• Bookkeeping background preferred.

Responsibilities

• Prepare and review high-level partnership, S corp and individual returns.
• Prepare estate, gift and trust returns as part of client picture.
• Provide tax projections and forecasts and conduct research on unusual items.
• Run the tax team and the accounting staff, and handle notices when they arrive.

Skills

Tax planning

Team leadership

Client management

Reviewing returns

Education

CPA or EA

Tools

Tax software

Job description

The client's manager rings in October. There's a loan out company, a trust his mother set up, an LLC that owns the house he doesn't live in, and a question about whether the new one should sit inside any of it. He wants one person who holds all of it in their head.

That's this job. A Glendale practice wants a tax manager for high net worth individuals and the closely held businesses behind them, at $120,000 to $140,000. Tax, the accounting underneath it, and business management in the same seat.

You'd be preparing and reviewing across individuals, partnerships and S corps, with estate, gift and trust returns in the mix, running projections, and leading a small tax team rather than sitting in one.

Why this firm

• $120,000 to $140,000, with a bonus on top based on how the year goes
• High net worth clients and their businesses, so it's the same families year after year
• Business management alongside the tax work, which is a harder skill to buy and a better one to have
• Health, life and vision cover, and a 401(k) with a match
• The honest bits: it's in the office Monday to Friday, and they say plainly there's overtime in season

What you'll be doing

• Preparing and reviewing high level partnership, S corp and individual returns
• Estate, gift and trust returns as part of the same client picture
• Tax projections and forecasts, and the research when something unusual lands
• Running the tax team and the accounting staff, and handling the notices when they arrive

What you'll have

• CPA or EA
• 6 years in tax
• A bookkeeping background is preferred rather than required