Tax Manager

Consultative Search Group; Los Angeles (CA); On-site; USD 110,000 - 160,000; Full time

Benefits offered by this job

Medical, Dental and Vision coverage

Flexible Spending Account

Basic Life and AD&D

Voluntary Life and AD&D

Long Term Disability

Voluntary Critical Illness and Cancer,

Hospital Indemnity and Accident Cover

Job summary

Consultative Search Group is seeking a Tax Manager to lead a dynamic team responsible for completing client tax returns and related planning initiatives in the Los Angeles area. The candidate will maintain strong client rapport and act as a liaison between staff and Partners, guiding tax staff and overseeing complex multi-state filings.

Responsibilities include mentoring staff, addressing tax issues, and ensuring filings are accurate and timely while working extended hours as needed.

Qualifications

• Bachelor's degree in Accounting or related field.
• CPA or Enrolled Agent preferred.
• 5+ years leading a tax team.
• 7+ years tax experience at public accounting or family office.
• In-depth knowledge of tax concepts for individuals, C corporations, S corporations, partnerships, estates, and trusts.

Responsibilities

• Review and sign corporate, partnership, individual, and trust tax returns and projections.
• Correspond with state and federal agencies regarding client tax notices.
• Provide guidance to staff on tax and software questions.
• Assist with document gathering for audits.
• Ensure timely filing of tax returns, extensions, and related filings.
• Identify and research tax issues related to client transactions.
• Mentor staff to achieve internal and personal goals.
• Attend client meetings with Partners to build client relationships.

Skills

Leadership

Mentoring

Communication

Attention to detail

Critical thinking

Education

Bachelor's degree in Accounting

Tools

Lacerte

CCH Axcess/ProSystem

Microsoft Office

Job description

A prestigious business management firm seeks a Tax Manager to joint their dynamic team. This position will lead the team responsible for completing all client tax returns. The selected candidate will maintain a strong rapport with our clients and serve as a liaison between staff and Partners. This position will oversee various tax initiatives and tax planning strategies, to ensure the client's tax returns are in compliance and thoroughly completed.

Responsibilities:

• Review and sign corporation, partnership, individual and trust tax returns and tax projections, including numerous multi-state returns.
• Correspond with state and federal government agencies relating to client tax notifications received.
• Provide guidance and support to tax staff and other team members with relevant tax and software questions.
• Assist with document gathering efforts for state and federal audits.
• Ensure all tax returns, extensions, and all relevant filings are completed and filed by deadlines.
• Ensure all tax planning related payments are made on time.
• Identify and research tax issues applicable to client transactions.
• Mentor staff towards the achievement of internal and personal goals.
• Attend client meetings with Partners to help build and manage client relationships.
• Work extended hours as needed.
• Other related duties as assigned.

Qualifications:

• Bachelor's degree in Accounting, or related business field (3.0 GPA or better).
• Certified Public Accountant or Enrolled Agent is preferred.
• 5 plus years of experience leading a team of tax professionals.
• 7 plus years of related tax experience at a public accounting firm/or family office.
• In-depth knowledge of tax concepts and regulations related to individuals, C corporations, S corporations, partnerships, estates, and trusts.
• Strong working knowledge of tax return workflow and ability to adapt.
• Ability to identify, analyze and resolve issues, perform research, and demonstrate critical thinking to implement tax advice related to new legislation and planning.
• Ability to pay attention to detail, have excellent organization skills and ability to perform under deadlines.
• Proficiency with Lacerte and CCH Axcess/ProSystem.
• Understanding of Generally Accepted Accounting Principles.
• Competency in Microsoft applications including Word, Excel and Outlook.

Benefits:

• Medical, Dental and Vision coverage
• Flexible Spending Account
• Basic Life and AD&D
• Voluntary Life and AD&D
• Long Term Disability
• Voluntary Critical Illness and Cancer, Hospital Indemnity and Accident Coverage
• Genetic Screening and Cancer Support
• Pet Insurance
• Accrue 20 PTO days annually
• 401k, Match and Profit Sharing Plan
• 10 Paid Holidays and 1 Floating Holiday

Many of our job openings can be viewed at https://jobs.crelate.com/portal/consultativesg

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