Tax Manager

Rose, Snyder & Jacobs LLP; Los Angeles (CA); Hybrid; USD 130,000 - 160,000; Full time

Benefits offered by this job

Health Insurance

401(k) match

PTO

Profit sharing

Employer paid CPE

Life Insurance

Job summary

Rose, Snyder & Jacobs LLP is seeking a Tax Manager for our Family Office Team with 5-10+ years of public accounting experience. The role focuses on real estate multi-state partnerships, S-Corps, trusts, and individual returns. Strong research skills and attention to detail are essential.

At least one day per week in the office is required. The firm values work-life balance and offers extensive benefits, including health Insurance, a 401(k) match, and generous PTO.

Qualifications

• Experience with public accounting tax work, including family office tax work.
• CPA/EA license required for managers.

Responsibilities

• Prepare, review, and analyze individual, trust, and pass-through tax returns for accuracy and compliance, including multi-state returns.

Skills

Real estate multi-state partnerships

S-Corps

Trusts

Individual tax returns

Education

Bachelor’s Degree in Business, Accounting, or Finance

Tools

Prosystems or CCH Axcess Tax

Engagement Trial Balance

XCM Tracking Systems

Microsoft Office

Job description

Rose, Snyder & Jacobs LLP is seeking a Tax Manager for our Family Office Team with 5-10+ years of experience in public accounting. Successful candidates will have strong experience with real estate multi-state partnerships, S-Corps, trusts, and individual tax return preparation and review. Experience with real estate partnerships and tax research is required. Experience with multistate tax returns is strongly preferred. At least one day per week in the office is required for this position.

About Us

Rose, Snyder & Jacobs is an independently-owned, full-service, transdisciplinary tax and accounting firm. We have three divisions - Tax, Audit, and Financial and Accounting Services. We pride ourselves on doing exceptional work for our sophisticated clients in a supportive environment. While we are proactive and work hard for our clients, we also value a work/life balance. Make sure to check out our excellent benefits listed at the end of this advertisement. We are very proud to offer some incredible perks to show our appreciation for our team.

About You

You are a mature, personable professional committed to a career in public accounting. You have experience in family office tax work, including preparing and reviewing real estate multi-state partnerships, as well as other types of S-Corps, trusts and individual returns. You have accounting skills and are proficient in reviewing client financial information and identifying inconsistencies and necessary adjustments. Your written and oral communication skills are first-rate, as is your attention to detail and ability to meet a deadline. You have strong research and problem-solving skills. You take pride in providing stellar customer service to your clients and collaborating with your colleagues. You are equally adept in following directions when needed and using your creativity to solve problems and think outside the box. You are often praised for your excellent judgement and curiosity - knowing when to take the initiative, when to ask for direction from team members; and a passion to dig deeper to find solutions. You can prepare complex returns and conduct a baseline review of complex partnership, S-corps, trusts, and individual returns. You have strong critical thinking skills and excel at translating feedback into action. Most importantly, you are a team-oriented, flexible thinker who puts clients and the team first. Manager candidates must have their CPA or EA license. Supervisors must show evidence that they are pursing their license.

What You'll Do

• Prepare, review, and analyze individual, trust, and pass-through tax returns to ensure accuracy and compliance with tax codes, laws and regulations, including complex multi-state returns and separate activity schedules;
• Conduct research on tax matters and provide advice to internal and external stakeholders;
• Review client-provided financial information and identify necessary adjustments or questions;
• Maintain accurate and updated documentation of tax preparation work;
• Stay up-to-date on tax codes, laws, and regulations and provide updates to associates on your team;
• Keep managers apprised on status of projects and deadlines;
• Supervise senior associates and staff;
• Actively participate in client meetings and discussions;
• Assist with responses to IRS and state tax notices including speaking with the IRS (or other state tax agencies); and
• Contribute as a member of one of our tax department committees

Required Qualifications

• Bachelor’s Degree in Business, Accounting, or Finance (or equivalent)
• 5-10 + years of public accounting firm experience
• Demonstrated experience with pass-through returns
• CPA/EA (required for managers)
• Ability to work overtime during busy season

Software

• Knowledge of Prosystems or CCH Axcess Tax and Engagement Trial Balance software
• Knowledge of XCM Tracking Systems
• Proficient with Microsoft Office (Word, Excel, Access, Outlook)

What We Offer

We're all about investing in your future! Join us for a rewarding career filled with growth opportunities and ongoing training. You'll work on exciting and complex projects with amazing clients, all while surrounded by a team of smart, motivated individuals who genuinely enjoy working together.

• Salary Range: $130k-$160k (commensurate with experience and expertise)
• Health Insurance: 1) Medical Insurance - $85/month for employee only (additional cost for covering dependents), 2) Dental Insurance, 3) Vision Insurance
• Health Savings Account (firm contributes $1300 annually - accrues monthly)
• 125 Plan
• 401(k) with 25% match of employee contribution after one year
• PTO - 25 days per year (accrued monthly)
• Additional PTO Thanksgiving Week (full week)
• Discretionary profit sharing
• Employer Paid CPE’s
• Generous Business Development & Employee Referral Bonus Programs
• Life Insurance

Billable Hour Requirement

1400 hours annually

Busy Season Hours

The Family Office group aims for a smooth year with a limited number of weeks that require 50+ billable hours. A more normal schedule would be to work 40+ billable hour weeks for a longer period rather than work excessive hours for a short period.

Where You'll Work

This is a hybrid or in-person position. You will work from our newly remodeled Encino office.