Tax Manager

The Agency Recruiting; Laguna Beach (CA); On-site; USD 135,000 - 165,000; Full time

Benefits offered by this job

100% employer-paid medical, dental, and vision

3% company 401K matching

10 days Paid Time Off

Flexible schedule

Opportunity for advancement

Job summary

A leading recruiting firm is seeking a Tax Manager in Laguna Beach. This role involves preparing and reviewing tax returns for high-net-worth clients, managing a team, and developing compliance strategies. Candidates should have a strong background in public accounting, a current CPA license, and experience with tax software. Competitive salary up to $150K plus performance bonuses. Flexible work options are available.

Qualifications

• Preferred 10+ years' experience in a public accounting firm.
• Minimum 2 years of management experience.
• Strong leadership and technical expertise.

Responsibilities

• Review and prepare various tax returns for compliance.
• Develop tax strategies and conduct budget projections.
• Supervise, train, and mentor Tax preparer staff.

Skills

Leadership

Client service

Tax strategy development

Tax compliance

Mentoring

Education

California CPA License or Master's Degree in Tax

Tools

Lacerte Tax Preparation

QuickBooks Software

Job description

Tax Manager - HNWI - Trusts & Estates
Location: Laguna Beach - Relocation assistance

Job Description:

We are currently looking for a Tax Manager to join our team in Laguna Beach. In this role, you will be responsible for reviewing and preparing tax returns for high-net-worth clients, focusing on individuals, businesses, trusts, and estate tax returns. We value work-life balance and seek individuals who can work collaboratively within a team of dedicated professionals. Our firm operates a paperless process. This role will require working in the office.

Key Responsibilities:

• Review and prepare federal and state income tax returns for individuals, partnerships, and corporations to ensure compliance and support tax planning.
• Develop tax strategies to help clients comply with tax regulations. Conduct budget and cash flow projections. Keep abreast of tax legislation changes and inform the team.
• Supervise, train, and mentor Tax preparer staff. Identify tax issues and provide solutions. Utilize tax laws to determine deductions for clients. Prepare and file tax documents with relevant agencies. Cultivate client relationships to enhance business growth.

Qualifications:

• Preferred 10+ years' experience in a public accounting firm.
• Minimum 2 years of management experience. Proven client service and business development skills. Strong leadership and technical expertise. Commitment to the firm's growth and success. Interest in mentoring junior staff. Experience with tax preparation software.

Requirements:

• Current California CPA License or Master's Degree in Tax.
• Proficiency in Lacerte Tax Preparation and QuickBooks Software.

Salary and Benefits:

• Salary up to $150K plus performance-based bonuses and relocation assistance (if needed).
• 100% employer-paid medical, dental, and vision for employees. 3% company 401K matching with immediate eligibility. 10 days of Paid Time Off accrued yearly with 9 holidays for the 1st year. Flexible time off options, with a hybrid work model (option).
• Bonuses are based on performance.

Benefits:

• 401(k) matching 3%
• Bonus based on performance
• Competitive salary
• Dental & vision insurance
• Flexible schedule
• Opportunity for advancement
• Paid time off
• Training & development