Tax Manager

Systemart LLC; Tustin (CA); On-site; USD 80,000 - 100,000; Full time

Benefits offered by this job

Generous paid time off

Comprehensive medical, dental, and vision insurance

401(k) profit sharing

Life and disability insurance

Lifestyle spending account

Certification incentives

Education assistance

Referral program

Job summary

A leading tax services firm in Tustin, CA is seeking a Tax Manager to oversee individual and business tax returns and mentor staff. Candidates should have a Bachelor's in Accounting, a CPA or EA license, and 5-7 years of public accounting experience. The role includes networking to attract clients and ensuring optimal tax benefits. This position offers generous benefits and a supportive work environment.

Qualifications

• 5-7 years of experience in public accounting tax work.
• Active CPA license required.

Responsibilities

• Ensure correctness and timely completion of tax returns.
• Review and approve tax returns for clients.
• Coach staff to enhance skills and develop careers.
• Gather relevant tax-related information from clients.
• Explore tax situations for maximum benefits.
• Network to attract new clients for the Firm.
• Bill clients for services provided.

Skills

Problem-solving

Attention to detail

Coaching

Networking

Education

Bachelor's Degree in Accounting

CPA or EA license

Job description

Overview

You enjoy keeping up-to-date on the ever-changing tax industry's regulations and policies. You have a knack for solving problems and easily notice issues while bringing solutions to the table. You take pride in helping others, and you are ready to take on the challenge of leading a team of high-performing individuals. You have knowledge of and exposure to a variety of industries and the ability to read a financial statement. In addition to all of this, you hold an active CPA license and have 5-7 years of experience in public accounting tax work.

Benefits and Compensation

Benefits such as: generous paid time off, comprehensive medical, dental, and vision insurance, 401(k) profit sharing, life and disability insurance, lifestyle spending account, certification incentives, education assistance, and a referral program.

Responsibilities

Typical Day in the Life

A typical day as a Tax Manager for the Tustin, CA office might include the following:

• Work with staff to ensure individual and business tax returns are completed correctly and by the required deadline.
• Review, approve and sign tax returns for release to clients.
• Coach or mentor a staff member to assist with enhancing their skills and further developing their career.
• Gather relevant tax-related information from the client so an accurate tax return can be prepared.
• Look at tax situations from various angles to ensure the maximum tax benefit is applied.
• Network, build relationships and attract new clients or business for the Firm.
• Bill clients for the services and guidance provided.

Qualifications

• Prior public accounting experience
• Bachelor's Degree in Accounting
• CPA or EA license