Tax Manager

Distinct | North America; Rancho Santa Margarita (CA); Presencial; USD 122.000 - 149.000; Jornada completa

Descripción de la vacante

Distinct, a regional tax advisory firm in Rancho Santa Margarita, seeks a qualified tax professional to manage returns and representation work. The role emphasizes proactive planning for owners and close client interaction with tax authorities.

Requirements include a CPA or EA and public accounting experience with small businesses and individuals. The firm operates as a tight-knit team focusing on varied tax matters beyond routine 1040s.

Formación

• CPA or EA credential is required or in progress.
• Experience in public accounting with small business and individual clients.
• Ability to interact directly with clients and tax authorities.

Responsabilidades

• Review and sign off on individual and business returns.
• Plan for owners throughout the year, not just in April.
• Handle representation work: notices, examinations, settlements and back filings.
• Perform reviews and compilations where clients need them.

Conocimientos

CPA or EA

Public accounting experience

Client-facing

Descripción del empleo

Plenty of tax managers have never once spoken to the IRS. Fifteen years of returns, and the moment a notice arrives it goes to the one partner who deals with that sort of thing.

Here the representation work is a service line of its own. Audit defence, settlements, back filings, sitting right next to ordinary compliance and planning. $122k to $149k in Rancho Santa Margarita, and the drive is nothing like getting into Irvine. Nobody's given me days at home on this one, so ask.

Why this firm:

• $122k to $149k
• Tax resolution and audit defence are part of the work, not a favour the firm does for existing clients
• CPAs and enrolled agents on the same team, so there are people behind the representation side
• Individuals, businesses, trusts and estates, so the year isn't all 1040s
• It's a small firm. No bench, and in March that shows

What you'll be doing:

• Review and sign off on individual and business returns
• Planning for owners through the year rather than in April
• Representation work: notices, examinations, settlements and back filings
• Reviews and compilations where clients need them

What you'll have:

• CPA or EA
• Public accounting experience with small business and individual clients
• Willing to sit in front of clients and tax authorities