Tax Manager

Keystone Distinction Group; Los Angeles (CA); Hybrid; USD 120,000 - 160,000; Full time

Benefits offered by this job

401K match

Bonus potential

Job summary

Keystone Distinction Group, a well established regional CPA firm in Los Angeles, seeks a Tax Manager to lead the efficient preparation of client tax returns and to guide tax planning across diverse industries.

You will supervise accounting staff and seniors, perform technical review of returns and government examinations, and collaborate with partners on client service and firm growth toward partnership; the firm offers a strong work-life balance, attractive bonuses, and a 5% 401(k) employer

Qualifications

• 5–7 years of public accounting experience with increasing tax complexity, scope and research.
• 1+ year supervising and directing work of tax preparers.
• Bachelor’s degree in accounting is required; master’s degree in taxation is preferred.
• A current and valid CPA license is required.

Responsibilities

• Performs accurate, complete, and timely preparation of all clients’ tax returns and reviews unusual tax situations.
• Performs technical tax review and approves returns and government tax examinations of any complexity.
• Supervises and coaches tax staff, seniors, and associates in daily work and reviews.
• Participates in client meetings and tax planning to assist with larger clients.
• Represents clients before tax authorities when delegated by partners.

Skills

Supervisory experience

Education

Bachelor’s degree in accounting

Master’s degree in taxation

CPA license

Job description

TAX MANAGER

Well established, highly profitable regional CPA firm seeks a Tax Manager to add to their growing staff. We offer a very reasonable work life balance, excellent benefits including large potential bonuses and a 5% employer contribution to your 401K program, a choice of both SEC and closely held clients to work on across diverse industry groups, and a fast track to Partnership!

Tax Manager Responsibilities

• The Manager is responsible for the efficient, accurate, complete, and timely preparation of all clients’ tax returns. The Manager makes decisions on all but the most unusual tax situations.

  Responsibilities

  • Performs technical tax review and approval of all tax returns and governmental tax examinations of any complexity.
  • Assumes full responsibility for larger tax returns and delegates to the various tax preparers as deemed necessary.
  • Demonstrates thorough knowledge and proficiency in advanced technical skills necessary for advising clients.
  • Performs all tasks related to client service and sees that assignments are accomplished within budgeted time.
  • Participates actively in client meetings and tax planning efforts to assist the Auditing and Accounting Department with larger clients.
  • Acts as a resource for tax preparers/specialists and A&A staff on specific tax issues and/or questions.
  • Assumes tax preparation responsibility for the more complex business returns.
  • Assumes client service responsibility for clients the Tax Manager works directly with or clients where the responsibility is delegated from the Partner.
  • Communicates to the appropriate firm personnel important tax and tax developments affecting the firms’ clients.
  • Delegates and manages governmental tax examinations; may represent the client before the appropriate taxing authorities.
  • Assumes responsibility for smooth flow of tax returns through the tax preparation system to assure accurate, complete and timely preparation and delivery of all clients’ tax returns.
  • Adheres to accurate and timely billing and collection processes are made.
  • Researches and evaluates tax preparation and tax research software for recommendation to partners.
  • Participates in firm practice development efforts through involvement with referral sources, community and industry activities.

  Supervisory Responsibilities

  • Responsible for the development, coaching and training of Supervising Seniors, Seniors, Semi-seniors and Staff accountants.
  • Must be familiar with the qualifications of all Tax staff members for the development and instruction of their training needs.
  • Participates in reviews and evaluations of the Tax Department.

Qualifications

• At least five to seven years' experience in public accounting, demonstrating a proven progression in tax complexity, scope, and research.
• Minimum one (1) year experience supervising and directing work of tax preparers.
• Bachelor’s degree in accounting required, master’s degree in taxation preferred.
• A current and valid certified public accountant’s license is required.