Tax Manager

Tom Trese Networking LLC; Torrance (CA); Hybrid; USD 120,000 - 160,000; Full time

Benefits offered by this job

Bonus potential

401(k) with 5% employer match

Work-life balance

Job summary

Tom Trese Networking LLC in Torrance, CA is seeking a Tax Manager to oversee efficient, accurate tax return preparation for diverse clients and to drive tax planning initiatives with the Auditing and Accounting Department.

You will lead senior staff, review complex returns, ensure timely billing, and maintain client relationships while pursuing partnership opportunities.

Qualifications

• Public accounting experience with tax focus.
• Experience supervising tax preparers.
• CPA license required; master’s taxation preferred.

Responsibilities

• Oversee timely preparation of all clients’ tax returns; make decisions on complex situations.
• Perform tax review and approval of returns and examinations.
• Supervise and delegate to tax preparers; manage workload within budgeted time.
• Provide tax advisory input and participate in planning with Auditing and Accounting Department.
• Represent client before tax authorities when needed.
• Ensure accurate, complete tax delivery and timely billing.
• Research and evaluate tax software for partners’ recommendations.
• Engage in practice development through referrals and industry activities.

Skills

Public accounting experience

Tax planning and research

Leadership / supervision

Education

Bachelor's degree in accounting

Master's degree in taxation preferred

Tools

Tax software

Job description

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.