Tax Manager

Distinct | North America; Murrieta (CA); On-site; USD 123,000 - 151,000; Full time

Job summary

Distinct | North America in Murrieta is seeking an experienced tax professional to own client relationships and their returns. You will meet with small business owners, untangle the books, and guide them through the tax process with clear, actionable explanations.

The role requires EA at minimum, with CPA preferred, and the ability to work onsite in the Murrieta/Temecula area. This is a seated, office-based position with immediate hiring possibilities.

Qualifications

• EA at minimum; CPA preferred.
• Years of tax experience to handle clients independently.
• Office within a sensible drive in Murrieta/Temecula area.

Responsibilities

• Meet tax clients and small business owners to understand their returns.
• Prepare and review individual and business returns.
• Explain numbers in client-friendly language.
• Maintain year-round client relationships.

Skills

Client relationship

Tax advisory

Communication

Education

Enrolled Agent (EA)

CPA preferred

Tools

Tax software

Job description

Most of the people who are any good at sitting across a desk from a small business owner, working out what their books are actually saying and then telling them straight, never get paid manager money for it. It gets called client service and lands on whoever is nearest.

This one is the job. A small firm in Murrieta wants someone who can own the client relationship and the return behind it, $123k to $151k. You'll be the person the business owners ask for.

Why this firm:

• $123k to $151k
• Small firm, so the client is yours from the first meeting to the signature
• Small business owners and their returns, with the books to untangle first
• They want to hire in the next few weeks, so it isn't a search that drifts into next year
• Office based, in the Murrieta and Temecula area, because the clients come in
• It's a small firm. No department to elevate to, and the admin is nearer than you're used to

What you'll be doing:

• Meeting tax clients and small business owners and sorting out the mess before the return
• Preparing and reviewing individual and business returns
• Being the one who explains what the numbers mean, in words the client uses
• Keeping clients right through the year rather than seeing them once in March

What you'll have:

• EA at the minimum, CPA preferred
• Enough years in tax to be trusted alone with a client
• Somewhere within a sensible drive, because this is an office seat