Tax Manager

SingerLewak LLP; Oxnard (CA); On-site; USD 144,000 - 184,000; Full time

Job summary

SingerLewak seeks a Tax Manager to oversee efficient, accurate, and timely preparation of client tax returns. The role involves reviewing complex tax returns, supervising staff, and advising clients on tax matters.

The ideal candidate has a CPA license, 5–7 years in public accounting, and a strong background in taxation. Responsibilities include client service, meetings, and coordinating with the A&A department to handle larger engagements, while maintaining timely billing and compliance

Qualifications

• 5–7 years of experience in public accounting, with progression in tax complexity and research.
• CPA license active and required.
• Bachelor’s degree in accounting; master’s in taxation preferred.

Responsibilities

• Performs technical tax review and approval of all tax returns and government examinations of any complexity.
• Manages larger tax returns and delegates to staff as needed.
• Advises clients with advanced tax planning and strategy during audits and reviews.
• Ensures timely delivery of all tax returns within budgeted time and billing processes.
• Participates in client meetings and tax planning with the Auditing and Accounting Department for larger clients.
• Represents clients before taxing authorities as delegated by the Partner or Tax Manager.

Skills

Public accounting

Tax expertise

Client communication

Education

Bachelor's degree in accounting

Master's degree in taxation

CPA license

Job description

SingerLewak is a Top 100 accounting and consulting firm primarily operating in the western region. Serving clients since 1959, SingerLewak has developed a reputation for excellence and expertise in the accounting and management consulting industry. Providing the services of a large firm with a blended environment of practices, services and industry specializations, SingerLewak continues to demonstrate renowned industry leadership year-over-year. The firm takes pride in client service and professional and personal advancement, as demonstrated by our SL forward program which promotes a culture of learning and growth through targeted development and leadership programs and SL Cares, together with a continual focus on client service and technological evolution.

The Manager is responsible for the efficient, accurate, complete, and timely preparation of all clients’ tax returns. The Manager makes decisions on all but the most unusual tax situations.

Responsibilities

• Performs technical tax review and approval of all tax returns and governmental tax examinations of any complexity.
• Assumes full responsibility for larger tax returns and delegates to the various tax preparers as deemed necessary.
• Demonstrates thorough knowledge and proficiency in advanced technical skills necessary for advising clients.
• Performs all tasks related to client service and sees that assignments are accomplished within budgeted time.
• Participates actively in client meetings and tax planning efforts to assist the Auditing and Accounting Department with larger clients.
• Acts as a resource for tax preparers/specialists and A&A staff on specific tax issues and/or questions.
• Assumes tax preparation responsibility for the more complex business returns.
• Assumes client service responsibility for clients the Tax Manager works directly with or clients where the responsibility is delegated from the Partner.
• Communicates to the appropriate firm personnel important tax and tax developments affecting the firms’ clients.
• Delegates and manages governmental tax examinations; may represent the client before the appropriate taxing authorities.
• Assumes responsibility for smooth flow of tax returns through the tax preparation system to assure accurate, complete and timely preparation and delivery of all clients’ tax returns.
• Adheres to accurate and timely billing and collection processes are made.
• Researches and evaluates tax preparation and tax research software for recommendation to partners.
• Participates in firm practice development efforts through involvement with referral sources, community and industry activities.

Supervisory Responsibilities

• Responsible for the development, coaching and training of Supervising Seniors, Seniors, Semi-seniors and Staff accountants.
• Must be familiar with the qualifications of all Tax staff members for the development and instruction of their training needs.
• Participates in reviews and evaluations of the Tax Department.

Qualifications

• At least five to seven years' experience in public accounting, demonstrating a proven progression in tax complexity, scope, and research.
• Minimum one (1) year experience supervising and directing work of tax preparers.
• Bachelor’s degree in accounting required, master’s degree in taxation preferred.
• A current and valid certified public accountant’s license is required.

$144,000 - $184,000 a year

SingerLewak is an affirmative action-equal opportunity employer and complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other category protected by applicable federal, state or local laws.