Tax Manager

LSL, LLP; United States; Remote; USD 100,000 - 141,000; Full time

Job summary

LSL CPAs, a leading regional accounting firm based in California, seeks a Tax Manager to lead tax engagements for individuals, businesses, estates and trusts. You will perform complex research, respond to IRS notices, and guide staff through deadlines with a client-focused mindset.

The ideal candidate holds a California CPA and 5–7+ years in public accounting, with proficiency in MS Office, CCH Access, SurePrep, BNA Tax Planner and QBO.

Qualifications

• Bachelor's Degree in Accounting/Taxation, Finance or related field; Master's preferred
• Active California CPA license required
• Five to seven+ years tax experience in public accounting with proven progression in complexity

Responsibilities

• Review tax returns for individuals, business, estates, trusts and research unusual tax matters.
• Perform complex tax research for clients.
• Reviews and responds to IRS notices.
• Assist business partners with financial aspects of business, taxes, and strategy.
• Manage multiple clients, budgets and production goals.
• Participate in business development, meeting with prospective clients, preparing quotes and proposals.
• Identify ideas to improve client service and expand services.
• Participate in professional organizations and trainings.
• Facilitate in-house training and author update articles/blogs.
• Punctually enter time and expenses to support billing processes.
• Participate in the firm recruiting program and develop candidate relationships.

Skills

leadership

analytical thinking

Education

CPA license (California)

Bachelor's/Master's in Accounting/Taxation

Tools

CCH Access

SurePrep

BNA Tax Planner

QBO

PowerBI

Practice CS

Job description

Join our Team!

We work in an environment where everyone’s voice is heard

We are one of the largest regional accounting firms headquartered in Orange County, California. We’re accountants providing solid guidance, support & solutions to businesses, governments, and non-profits. Our outstanding employees are crucial to our unique, diverse culture and talent development, as well as our ability to attract clients successfully. At LSL, you will discover an atmosphere that motivates and encourages you to succeed personally and professionally.

Join our Team!

We work in an environment where everyone’s voice is heard

We are one of the largest regional accounting firms headquartered in Orange County, California. We’re accountants providing solid guidance, support & solutions to businesses, governments, and non‑profits. Our outstanding employees are crucial to our unique, diverse culture and talent development, as well as our ability to attract clients successfully. At LSL, you will discover an atmosphere that motivates and encourages you to succeed personally and professionally.

Tax Manager

What you will be doing:

• Review tax returns for individuals, business, estates, trusts and research unusual tax matters.
• Perform complex tax research for clients
• Reviews and responds to IRS notices
• Assist business partners with other financial aspects of business, taxes, financial, strategy, etc.
• Manages multiple clients, budgets and production goals
• Participate with business development efforts, including but not limited to, meeting with prospective clients, preparing fee quotes and proposals, and evaluating clients’ needs.
• Identify and communicate creative ideas to improve client service, and entrepreneurial spirit to expand services with clients
• Be involved with professional organizations, conventions & conferences
• Participation in educational/training workshops for clients
• Facilitates in-house training
• Authors a minimum of two update articles or blogs per year
• Business Development – Develop prospective contacts and relationships beneficial to the Firm and turn them into business opportunities.
• Punctually enters time and expenses to support efficient billing processes.
• Participate in the firm recruiting program, developing a rapport with candidates.

Supervisory Responsibilities

• Minimum of two (2) years’ experience in a supervisory position.
• Monitor and check staff performance levels, ensuring that work is carried out within set deadlines, budget, and quality standards.
• Responsible for the development, coaching and training of all levels of staff.
• Participates in reviews and evaluations of accounting professionals.
• Demonstrated ability to plan and organize projects

Preferred Qualifications

• Bachelors Degree in Accounting/Taxation, Finance or other business related field; Master's degree preferred
• Active California CPA license required
• Five (5) to seven (7+) years tax experience in public accounting, demonstrating a proven progression in complexity, scope, preparing tax returns
• Required: Proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint and Teams)
• Required: Proficiency in CCH Access, SurePrep, BNA Tax Planner and QBO
• Knowledge of Practice CS and PowerBi, preferred.

At LSL CPAs, we offer competitive compensation and benefits package along with a supportive team-focused environment. Our remote work environment allows you the freedom to manage your personal commitments while staying dedicated to serving our clients.

Salary Range: $100,000 - $141,000

Please note that quoted salary ranges are not guarantees of what final salary offers may be. Base pay may vary depending on job-related knowledge, skills, experience, and geographic location. Base pay is only one part of the Total Rewards that LSL, LLP provides to compensate and recognize our professionals for their work. All exempt positions are eligible for a discretionary bonus and all employees who are regularly scheduled to work 30 hours or more per week are offered a comprehensive benefits package.

Work Environment

Typical indoor office environment

Disclaimer

The above statements are intended to describe the general nature and level of the work being performed by people within this classification. They are not intended to be an exhaustive list of all responsibilities, duties and skills required of employees assigned to this job.

Work Authorization:

Must be authorized to work in the United States permanently without the requirement of sponsorship at any point in the future.