Tax Manager

Kemper CPA Group LLP; Merced (CA); On-site; USD 120,000 - 170,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Life insurance

Paid time off

Holiday pay

Disability leave

Paid sick leave

Parental leave

401(k) plan

Profit-sharing

Health savings account

Flexible spending account

Professional development assistance

CPA Exam support

CPA Exam reimbursement

CPA Exam bonus program

Employee assistance program

Wellness program

Referral programs

Flexible schedule

Investment advice

Job summary

Kemper CPA Group LLP in Merced, California, seeks a Tax Manager with at least five years of supervisory tax experience in a regional or national public accounting setting. You will oversee tax engagements, coordinate staff, and maintain client relationships.

The role emphasizes preparing and reviewing returns, ensuring compliance, and guiding staff development. You will contribute to firm growth and participate in budgeting, while delivering high-quality service.

Qualifications

• CPA designation with a minimum of 5 years of tax supervisory experience in public accounting.
• Coordinate staff and client expectations by planning assignments, resolving issues, and communicating outcomes.
• Budget: produce and comprehend budget expectations for engagements and manage project and staff.
• Have technology skills to contribute to assignment completion.
• Communicate effectively with clients and staff in a professional manner.
• Work under time constraints.
• Demonstrate analytical skills with attention to detail and accuracy.
• Proficiency in Microsoft Word, Excel, and Outlook.
• Maintain regular and reliable attendance.

Responsibilities

• Prepare and/or review federal, state, local and special tax returns by collecting, analyzing, and formatting financial information.
• Prepare and/or review financial statements, reports, and records.
• Maintain professional standards and stay current on tax developments.
• Contribute to firm success by promoting efficient engagement execution and strong client relationships.
• Promote the firm through professional, civic, or charitable involvement.
• Manage assigned book of business within budgeted revenue and realization expectations.
• Develop and coach staff.
• Additional duties as assigned.

Skills

Staff coordination

Budget management

Communication

Time management

Analytical skills

MS Word

MS Excel

MS Outlook

Attendance

Education

CPA designation

Tools

Word

Excel

Outlook

Job description

Kemper CPA Group LLP, a top 100 public accounting firm, is a multifaceted regional CPA firm with 26 offices in Indiana, Illinois, Kentucky, and California. We are currently seeking qualified candidates for a Tax Manager position in our Merced, California office. Some overtime is expected during peak seasons.

Qualified candidates must possess a minimum of 5 years’ experience as a tax manager or equivalent supervisory capacity within a regional or national public accounting environment. Appropriate candidates must also possess expertise in current professional tax practices and the interpersonal skills to communicate effectively with clients and manage and coach staff throughout all phases of tax engagements.

Job Responsibilities

• Prepare and/or review federal, state, local and special tax returns by collecting, analyzing, and formatting financial information. Comply with federal, state, & local requirements; advise management on needed actions; communicate with partners, staff, clients, attorneys, bankers, tax authorities, or any agent associated with the process to ensure timely and accurate tax reporting.
• Prepare and/or review financial statements, reports, and records by collecting, analyzing, and summarizing information and trends.
• Maintain professional standards and technical knowledge through workshops, seminars, publications, personal networks, professional societies, and/or boards. Remain current on general economic and political trends of possible tax or other legislation impacting the business climate.
• Contribute to the overall success of the firm and staff by promoting efficient execution throughout all phases of engagements while cultivating positive client relationships.
• Promote the firm by taking an active role in professional, civic, or charitable organizations.
• Manage assigned book of business within budgeted revenue and realization expectations.
• Develop and coach staff.
• Additional duties as assigned.

Qualifications and Competencies

• Possess a CPA designation with a minimum of 5 years of tax experience in a supervisory capacity within a regional or national public accounting environment.
• Demonstrate ability to coordinate staff and client expectations by planning assignments, resolving issues, communicating expected outcomes, measuring actual outcomes, and developing responsible and knowledgeable staff.
• Produce and comprehend budget expectations for engagements and manage project and staff accordingly.
• Possess technology skills which contribute to the completion of assignments.
• Display the ability to communicate effectively, both verbally and in writing, to clients and staff in a respectful and professional manner.
• Work under time constraints.
• Display analytical skills with an orientation to focus on details and accuracy.
• Proficiency in Microsoft Word, Excel, and Outlook.
• Maintain regular and reliable attendance.

Pay and Benefits

Our employees play an integral role in our success as a firm. We value the long-term relationships we have developed with our clients as a result of our ability to retain our brightest professionals and believe in rewarding our employees with a competitive base compensation that is commensurate with the position and candidate’s experience. Additional compensation includes bonus pay and new business incentives. We also offer an attractive benefits package that is dependent on status as a full or part-time employee.

• Health, dental, vision, and life insurance
• Paid time off
• Holiday pay
• Long- and short-term disability leave
• Paid sick leave
• Parental leave
• 401(k) plan and profit-sharing contributions
• Health savings account
• Flexible spending account
• Professional development assistance
• Paid CPA Exam study time, Becker CPA Review course, CPA Exam reimbursement, and CPA Exam bonus program
• Employee assistance program
• Wellness program
• Referral programs
• Flexible schedule
• Access to investment advice

The requirements listed above are representative of the knowledge, skill, and/or ability required. The successful candidate must be authorized to work on a full-time basis for any employer in the United States. Kemper CPA Group is an Equal Opportunity Employer. Applicants are considered for all positions without regard to race, color, religion, sex, national origin, age, disability, sexual orientation, gender identity, genetic information, ancestry, marital status, veteran status, or any other protected characteristic under applicable law.

At Kemper CPA Group LLP, we recognize that you entrust us with your personal information. We are committed to safeguarding your data in order to maintain that level of trust. We believe that you have the right to privacy, and we encourage you to review and understand our privacy policy as it pertains to the collection, use, and storage of your personal data. To read more on our privacy policy, please go to https://www.kempercpa.com/privacy