Tax Manager

Distinct | North America; Lake Forest (CA); On-site; USD 122,000 - 149,000; Full time

Job summary

Distinct | North America is seeking an experienced tax professional in Lake Forest to review and sign off on individual and business returns, and to plan work for owners and families. The role requires ownership of a client list and proactive client handling during year changes.

With 5+ years in tax practice and a CPA or EA designation, you will contribute to a busy, office-based firm delivering both compliance and advisory services in a California setting.

Qualifications

• CPA or EA
• 5+ years in a tax practice
• Comfortable owning a client list

Responsibilities

• Review and sign off on individual and business returns
• Planning work for owners and families
• Taking the call when a client's situation changes in the middle of the year
• Keeping the staff on track in season

Skills

Client management

Tax compliance

Communication

Education

CPA or EA

Job description

It\'s the first week of February and a client comes in with a new rental, a shoebox and a question nobody at your firm has had to answer yet this year. You work it out in an hour. Nobody checks it after you. That\'s the bit most managers are still waiting for.

A Lake Forest tax firm of under 20, looking after individuals and businesses across Southern California. $122k to $149k, office based. There are managers here already, so this isn\'t a lone wolf job, and the work splits between compliance and the planning that comes off the back of it.

Why this firm:

• $122k to $149k, Lake Forest
• A proper tax bench for a firm this size, managers and a supervisor already in post
• Individual and business work sitting side by side
• Accounting and consulting in the mix too, if you want the variety
• Office based, and the drive is the drive

What you\'ll be doing:

• Review and sign off on individual and business returns
• Planning work for owners and families
• Taking the call when a client\'s situation changes in the middle of the year
• Keeping the staff on track in season

What you\'ll have:

• CPA or EA
• 5 or more years in a tax practice
• Comfortable owning a client list