Tax Manager

Advantex Professional Services; Irvine (CA); On-site; USD 120,000 - 180,000; Full time

Job summary

Advantex Professional Services in Irvine seeks a Senior Manager of Tax to oversee planning and compliance for high-net-worth clients. You will lead tax strategies across diverse businesses and coordinate with clients to optimize tax outcomes.

The role requires a proven tax compliance track record, strong Excel/Office skills, and CPA-credentialed qualifications are highly preferred. This is a client-facing senior position in a boutique firm environment.

Qualifications

• Track record of successes in life and at work.
• Tax compliance work (tax returns and schedules) using commercial tax software.
• Strong skills in Excel and MS Office.
• Accounting degree and CPA preferred.

Responsibilities

• Oversee tax planning and compliance for high-net-worth clients.
• Prepare tax returns and schedules using tax software and review work of the team.

Skills

Tax compliance

Excel

Office suite

Education

Accounting degree (BA/BS)

CPA preferred

Tools

Lacerte

CCH

Protax

Job description

Boutique CPA firm in Irvine is hiring for a Senior Manager of tax. We need someone with recent tax compliance experience and a great attitude / personality. You will have the opportunity to work on ever aspect of tax planning and compliance.

Our firm works with VERY HIGH NET WORTH clients and their businesses. The businesses range from professional sports teams to services and manufacturing.

Requirements:

• A track record of successes in life and at work.
• Tax compliance work (tax returns and schedules) using commercial tax software, e.g., Lacerte, CCH, Protax, etc.
• Strong skills in excel and MS Office
• Accounting degree (BA or BS); CPA qualified is highly preferred