Tax Manager

Leoforce; Irvine (CA); Híbrido; USD 120 000 - 150 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Health Insurance

401(k) retirement plan

Paid time off

Professional development

Flexible work arrangements

Resumo da oferta

Leoforce seeks a Senior Tax Manager in Irvine, CA to lead complex tax engagements for high-net-worth clients, including trusts, estates, and gifts. The role covers multi-state and international filings with staff oversight and collaboration with partners.

You will drive tax planning, respond to tax authorities, and mentor junior staff while ensuring accuracy and compliance across federal, state, and local tax codes. EA is required; CPA preferred.

Qualificações

• EA is required for this role.
• CPA is preferred for advancement and client work.
• Strong written and verbal communication skills are essential.
• Must be highly organized, detail-oriented, and able to manage multiple priorities.

Responsabilidades

• Prepare and review complex individual, trust, estate, and gift tax returns.
• Assist in multi-state and international individual tax filings.
• Support year-end tax planning and quarterly estimate processes for high-net-worth clients.
• Respond to IRS, FTB, and other tax authority inquiries; assist audits.
• Provide guidance and oversight to interns and staff; foster teamwork and communication.
• Communicate project updates and client needs to managers and partners.
• Manage workload to meet deadlines and filing requirements.
• Expand knowledge of federal, state, and local tax codes and practices.

Conhecimentos

Communication skills

Independent work

Organized

Attention to detail

Formação académica

Enrolled Agent (EA) required

CPA preferred

Ferramentas

QuickBooks

CCH ProSystem Engagement

CCH Axcess

Descrição da oferta de emprego

Tax Manager

Irvine,CA, US

Job Description

Experience: Manager
Salary: $120,000 - $150,000 per year

Job Details

Key Responsibilities

• Prepare and review complex individual, trust, estate, and gift tax returns
• Assist in preparing multi-state and international individual tax filings
• Support year-end tax planning and quarterly estimate processes for high-net-worth clients

Respond to IRS, FTB, and other tax authority inquiries and assist in managing audits

• Conduct tax research and contribute to internal training and development initiatives
• Provide guidance and oversight to interns and staff, fostering a culture of collaboration and communication
• Communicate with managers and partners regarding project updates and client needs
• Manage workload to meet internal deadlines and statutory filing requirements
• Continuously expand knowledge of federal, state, and local tax codes and best practices

Qualifications

• 5–7 years of relevant experience in public accounting or a combination of public accounting and high-net-worth individual/wealth management tax work
• Enrolled Agent (EA) required; CPA preferred
• Strong written and verbal communication skills
• Highly organized, detail-oriented, and capable of managing multiple priorities
• Ability to work independently and with minimal supervision
• Proficient in Microsoft Office Suite, especially Excel, Word, and Outlook
• Experience with accounting software such as QuickBooks, CCH ProSystem Engagement, and CCH Axcess suite is a plus

A bit about us:

We are a well-established public accounting firm that has been serving individuals, families, and businesses across California for decades. With a client-first approach and a strong emphasis on technical excellence, we pride ourselves on delivering personalized financial and tax solutions with integrity and professionalism. Our team is collaborative, detail-oriented, and committed to ongoing learning and development in an ever-changing tax landscape.

Position Summary

We are seeking a Senior Tax Associate with specialized experience in trusts, estates, and high-net-worth individuals. This role offers the opportunity to work on complex tax engagements, contribute to planning strategies, and support client relationships while mentoring junior staff.

Why join us?

• Health Insurance: Medical, dental, and vision coverage.
• Retirement Plans: 401(k) plans with employer matching contributions.
• Paid Time Off: Generous vacation policies, paid holidays, and sick leave.
• Professional Development: Support for continuing education, credentialing, and professional memberships.
• Flexible Work Arrangements: Options for remote work and flexible scheduling.

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