Tax Manager

Pivotal Talent Search Inc.; United States; Vor Ort; USD 120.000 - 180.000; Vollzeit

Zusammenfassung

Pivotal Talent Search Inc. seeks a Tax Manager for high-net-worth and corporate tax planning and preparation in an individual contributor role. Hands-on tax and accounting tasks with no review or sign-off of returns, and support for general accounting functions.

Primary responsibilities include preparing client financial statements, analyzing profit allocations for multi-owner clients, onboarding tax clients, and coordinating returns for corporations, partnerships, individuals and trusts.

Qualifikationen

• Bachelor's degree in accounting required; master's in accounting/finance or MBA is a plus.
• 4+ years of CPA firm experience with business tax.
• Active IRS Enrolled Agent or CPA licensure.
• Knowledge of California tax laws is preferred.
• Comprehensive technical tax and accounting knowledge relating to current business, state, and federal tax codes.
• Ability to research and develop solution options for complex tax issues.
• Excellent verbal and written communication skills.
• Ability to clearly explain complex issues to clients.

Aufgaben

• Prepare client financial statements.
• Prepare and analyze profit allocations for multi-owner clients.
• Handle tax client onboarding.
• Prepare designated tax returns for corporations, partnerships, individuals, and trusts, and coordinate foreign tax filings.
• Manage client relationships, including leading meetings and correspondence.
• Lead semi-annual client meetings focused on financial review and tax planning.
• Prepare materials for client meetings and complete follow-up work.
• Support and execute client strategic planning activities.
• Prepare and model client tax projections for estimated tax payments and future tax liabilities.
• Address and help resolve tax notices.
• Assist with government audits and gather supporting documentation.
• Monitor and manage assigned accounts to ensure timely work.
• Research and respond to client accounting and tax questions.
• Stay current on new tax laws and prepare internal educational materials.

Kenntnisse

Verbal communication

Written communication

Research & problem-solving

Explain complex issues

Ausbildung

Bachelor's degree in accounting

Master's in accounting/finance or MBA

Jobbeschreibung

We are seeking a Tax Manager for high-net-worth individual and corporate tax planning and preparation in an individual contributor role. This position focuses on hands-on tax and accounting work and does not include review or sign-off responsibility for tax returns. The role also contributes to general accounting functions and financial statement preparation.

Primary responsibilities:

• Prepare client financial statements.
• Prepare and analyze profit allocations for multi-owner clients.
• Handle tax client onboarding.
• Prepare designated tax returns for corporations, partnerships, individuals, and trusts, and coordinate foreign tax filings.
• Manage client relationships (including leading meetings and correspondence).
• Lead semi-annual client meetings focused on financial review and tax planning.
• Prepare materials for client meetings and complete any resulting follow-up work.
• Support and execute client strategic planning activities.
• Prepare and model client tax projections for estimated tax payments and future tax liabilities.
• Address and help resolve tax notices.
• Assist with government audits, including gathering and preparing supporting documentation.
• Monitor and manage assigned accounts to ensure work is completed on schedule with the client's internal Service Team.
• Research and respond to client accounting and tax questions.
• Stay current on new tax laws and help prepare internal educational materials.
• Other duties as assigned.

Requirements:

• Bachelor's degree in accounting required; master's degree in accounting/finance or MBA is a plus.
• 4+ years of successful CPA firm experience with business tax (corporation, partnership, individual, trust).
• Active IRS Enrolled Agent or CPA licensure.
• Knowledge of California tax laws is preferred.
• Comprehensive technical tax and accounting knowledge relating to current business, state, and federal tax codes.
• Ability to research and develop solution options for complex tax issues.
• Excellent verbal and written communication skills.
• Ability to clearly explain complex issues to clients.