Tax Manager

Distinct | North America; Seal Beach (CA); On-site; USD 147,000 - 180,000; Full time

Job summary

Distinct | North America in Seal Beach seeks a CPA with partnership tax experience to join a small, hands-on team in a boutique setting.

You will review and sign off on partnership, corporate and individual returns, manage fund and real estate partnership work, allocations and investor reporting, and provide planning for owners of closely held businesses. Forensic and litigation support may come in as needed, with no layers or bureaucracy.

Qualifications

• CPA credential required.
• Partnership tax experience with real estate or funds preferred.
• Comfort working in a small team with no layers.

Responsibilities

• Review and sign off on partnership, corporate and individual returns.
• Fund and real estate partnership work, allocations and investor reporting.
• Planning for owners of closely held businesses.
• Forensic and litigation support when it comes in.

Skills

Partnership tax experience

Real estate or funds experience

Small-team collaboration

Education

CPA certification

Job description

A fund manager sends a draft K-1 schedule over at 6pm on a Thursday and wants to know what his investors will be looking at. You're in a firm of about a dozen people in Seal Beach. There's nobody to hand it to, and that turns out to be the best thing about the job.

$147k to $180k. The partners came out of Big Four and built something small on purpose, so the client list carries real estate partnerships and private equity funds alongside the families and the owner managed businesses. Work you'd normally need a 300 person firm to get near. Nobody's given me days at home on this one, so ask.

Why this firm:

• $147k to $180k in Seal Beach
• Real estate partnerships and private equity funds, at a firm you could fit in one room
• Partners with a Big Four background who decided to stay small
• Reasonable compensation reports and forensic work in family law cases, so the year has odd corners in it
• It's tiny. If you want structure, process and a training department, this is the wrong firm

What you'll be doing:

• Review and sign off on partnership, corporate and individual returns
• Fund and real estate partnership work, allocations and investor reporting
• Planning for owners of closely held businesses
• Forensic and litigation support when it comes in

What you'll have:

• CPA
• Partnership tax experience, real estate or funds ideally
• Happy in a small team with no layers