Tax Manager

W3Global; Westlake Village (CA); Vor Ort; USD 180.000 - 240.000; Vollzeit

Benefits dieser Stelle

Staff bonus opportunities

Healthcare benefits

401(k) retirement plan

Paid time off (PTO)

Overtime compensation during busy seas

Zusammenfassung

W3Global, a boutique public accounting firm in Westlake Village, CA, seeks an experienced Tax Manager to own engagements, review complex returns, mentor staff, and maintain client relationships.

You will lead engagements, optimize workflows, drive technology adoption including Karbon and AI tools, and help grow the firm\'s practice while delivering high-quality tax services.

Qualifikationen

• Active CPA license required.
• 8–12 years public accounting experience.
• Experience supervising staff accountants.
• Ability to manage tax engagements and client relationships.
• Strong communication and organizational skills.
• Willingness to adopt new technologies and workflows.
• Growth-minded with leadership potential.

Aufgaben

• Manage Tax Engagements: Prepare and review complex tax returns and supporting documentation.
• Supervise and mentor staff accountants, review work and provide feedback.
• Manage client relationships and coordinate deadlines.
• Provide technical guidance on complex tax issues.
• Support practice operations and workload management.
• Improve workflows, including Karbon, to boost efficiency.
• Explore and adopt new technologies and AI tools for tax processes.
• Contribute to firm growth through process improvements and collaboration.

Kenntnisse

CPA license

Public accounting

Tax expertise

Staff supervision

Client relationships

Communication

Time management

Tech adoption

Leadership

Ausbildung

Tools

Karbon

Jobbeschreibung

Location

Westlake Village, CA

Position Overview

We are seeking an experienced Tax Manager to join an established boutique public accounting firm. This role is ideal for a technically strong tax professional who enjoys managing tax engagements, reviewing complex returns, mentoring staff, and maintaining strong client relationships.

The successful candidate will take ownership of client engagements, support daily tax practice operations, improve workflows, and contribute to the firm's continued growth.

Key Responsibilities

• Manage Tax Engagements: Prepare and review complex tax returns, workpapers, and supporting documentation to ensure accuracy, completeness, and compliance.
• Supervise and Mentor Staff: Delegate assignments, review completed work, provide constructive feedback, and support staff development.
• Manage Client Relationships: Communicate directly with clients, address tax-related questions, coordinate deadlines, and deliver high-quality client service.
• Provide Technical Guidance: Apply tax knowledge and professional judgment to resolve complex tax issues and maintain quality standards.
• Support Practice Operations: Collaborate with firm leadership to manage workloads, coordinate assignments, and support daily operations.
• Improve Workflows: Help implement and optimize workflow management systems, including Karbon, to improve efficiency and productivity.
• Leverage Technology: Explore and adopt emerging technologies and AI-powered tools to enhance tax preparation, review processes, and client service.
• Contribute to Firm Growth: Support process improvements, foster a collaborative team environment, and help strengthen the firm's operational capabilities.

Qualifications

• Active Certified Public Accountant (CPA) license required.
• Approximately 8-12 years of public accounting experience, preferably with a midsize or larger regional accounting firm.
• Strong technical tax preparation, workpaper documentation, and tax return review skills.
• Experience supervising staff accountants, delegating assignments, and reviewing work.
• Ability to independently manage tax engagements and maintain client relationships.
• Excellent communication, organizational, analytical, and interpersonal skills.
• Hands-on, collaborative approach with the ability to manage multiple priorities.
• Willingness to adopt new technologies, implement systems, and improve existing processes.
• Growth-oriented mindset with an interest in developing leadership capabilities and taking on greater responsibility.

Compensation And Benefits

• Base Salary:
• Staff bonus opportunities.
• Healthcare benefits.
• 401(k) retirement plan.
• Paid time off (PTO).
• Overtime compensation during busy season.

Why Join Us?

• Established Practice: Work in a boutique accounting environment with an emphasis on client relationships and collaboration.
• Professional Support: Benefit from the resources, technology investments, and growth opportunities of a larger accounting organization.
• Technology and Innovation: Participate in modernizing workflows and adopting tools that improve efficiency and service quality.
• Career Development: Expand your technical expertise, strengthen leadership skills, and take on increasing responsibility.
• Meaningful Impact: Contribute directly to team development, operational improvements, and the firm's long-term growth.