Tax Manager

Keystone Distinction Group; Oxnard (CA); Híbrido; USD 120 000 - 180 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Performance bonuses

5% 401K employer contribution

Resumo da oferta

Keystone Distinction Group is seeking a Tax Manager to lead the tax function for a mix of SEC and closely held clients across diverse industries. The role offers strong bonuses, a clear path to Partnership, and supportive work-life balance.

Responsibilities include reviewing tax returns, supervising preparers, and guiding client tax planning while ensuring timely, accurate service. CPA license is required; 5–7 years in public accounting preferred.

Qualificações

• Five to seven years of public accounting experience with tax focus.
• Experience supervising and directing work of tax preparers.
• Licensed CPA in good standing.

Responsabilidades

• Performs technical tax review and approval of all tax returns and governmental examinations of any complexity.
• Assumes full responsibility for larger tax returns and delegates to tax preparers as needed.
• Demonstrates thorough knowledge and proficiency in advanced tax skills for advising clients.
• Manages client service and ensures assignments are completed within budgeted time.
• Participates in client meetings and tax planning to assist Audit and Accounting Department with larger clients.
• Serves as a resource for tax staff on tax issues and questions.
• Leads tax preparation for complex business returns and client relationships.
• Maintains smooth flow of tax returns through the preparation system and ensures timely delivery.
• Performs billing and collection processes accurately and timely.
• Researches tax software for potential adoption and efficiency gains.
• Engages in practice development through referrals, community and industry activities.

Conhecimentos

Public accounting experience

Supervisory experience

Formação académica

Bachelor's degree in accounting

Master's degree in taxation

Descrição da oferta de emprego

TAX MANAGER

Well established, highly profitable regional CPA firm seeks a Tax Manager to add to their growing staff. We offer a very reasonable work life balance, excellent benefits including large potential bonuses and a 5% employer contribution to your 401K program, a choice of both SEC and closely held clients to work on across diverse industry groups, and a fast track to Partnership!

Tax Manager Responsibilities

• 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.