Tax Manager

Ledger Executive Search; Los Angeles (CA); On-site; USD 120,000 - 160,000; Full time

Benefits offered by this job

Paid holidays

Vacation/sick leave

Job summary

A prestigious wealth management firm is seeking a Tax Manager to oversee the planning and preparation of tax returns for individuals and businesses. This full-time role requires leadership qualities, strong analytical skills, and a CPA license. Responsibilities include managing a team, ensuring compliance with regulations, and providing mentorship to staff. The ideal candidate will have over 10 years of tax experience in a public accounting firm, with at least 5 years in a management role.

Qualifications

• 10+ years tax experience in a public accounting firm, with at least 5 in a Manager role.
• Strong analytical, research, and critical thinking skills.
• Excellent communication and writing skills.
• Experience with complex tax returns (individuals, C-Corp, S-Corp, partnerships, trusts).
• Strong analytical, research and writing skills.

Responsibilities

• Oversee planning, preparation, and review of tax returns for individuals and businesses.
• Manage engagement team and ensure timely completion of tasks.
• Review work of associates and provide feedback.
• Manage IRS/state audits and respond to notices.
• Maintain ongoing tax updates and training for the tax group.

Skills

Analytical skills

Critical thinking

Communication skills

Leadership and mentoring

Thomson Reuters (UltraTax)

Ability to multitask

Education

CPA license

Tools

Thomson Reuters (UltraTax)

Job description

A prestigious wealth management firm is looking for aTax Manager. The positionwill report directly to the partners/principals and be responsible for overseeing the planning, scheduling, preparation, research, and review process of federal, state, and local tax returns for both individuals and businesses and provide guidance and leadership to staff members.

Position Type/Expected Hours of Work

This is a full-time position that seasonally requires long hours and some weekend work.

Responsibilities & Duties

Responsibilities include, but are not limited to:

• Manage engagement team members to ensure timely completion of assigned tasks and be a resource for team members
• Maintain timely and accurate communication with team and clients to manage expectations, deadlines, and deliverables
• Demonstrate advanced technical aptitude of taxation and lead preparation of complex tax returns including: individuals, C-Corp, S-Corp, partnerships, trust, estate, etc. for clients in a variety of industries
• Establish rapport and work directly with clients to resolve tax questions and issues
• Review the work of associates and provide feedback for corrective action
• Perform extensive tax research on complex tax issues
• Handle IRS, state, governmental correspondence and audits
• Provide guidance/mentorship to staff and assist them in developing technical skills
• Train new employees on firm technology, processes, and procedures
• Maintain program for periodic tax updates and education for the tax group
• Present new ideas and improvements for ways of performing tasks to achieve firm and departmental goals

Skills & Qualifications

Qualified candidates possess the following skills & attributes:

• Strong analytical, research and critical thinking skills
• Ability to make and support decisions regarding accounting and tax matters
• Ability to perform and direct multiple engagements
• Excellent communication and writing skills
• Ability to mentor, lead, train staff members and adapt to different learning styles of others
• Thomson Reuters (UltraTax) software experience (preferred)
• Ability to work independently, but also in a team environment
• Highly motivated, self-starter with ability to multitask

Requirements

Background Job Requirements for the Tax Manager include:

• 10+ years tax experience in a public accounting firm (at least 5 in Manager role)
• CPA licensed
• Paid holidays and vacation/sick leave
• Compensation for the Tax Manager will be commensurate with experience