Tax Manager: Audit Defense, Resolution & Planning

Distinct | North America; Rancho Santa Margarita (CA); On-site; USD 122,000 - 149,000; Full time

Job summary

Distinct, a regional tax advisory firm in Rancho Santa Margarita, seeks a qualified tax professional to manage returns and representation work. The role emphasizes proactive planning for owners and close client interaction with tax authorities.

Requirements include a CPA or EA and public accounting experience with small businesses and individuals. The firm operates as a tight-knit team focusing on varied tax matters beyond routine 1040s.

Qualifications

• CPA or EA credential is required or in progress.
• Experience in public accounting with small business and individual clients.
• Ability to interact directly with clients and tax authorities.

Responsibilities

• Review and sign off on individual and business returns.
• Plan for owners throughout the year, not just in April.
• Handle representation work: notices, examinations, settlements and back filings.
• Perform reviews and compilations where clients need them.

Skills

CPA or EA

Public accounting experience

Client-facing

Job description

Distinct, a regional tax advisory firm in Rancho Santa Margarita, seeks a qualified tax professional to manage returns and representation work. The role emphasizes proactive planning for owners and close client interaction with tax authorities.

Requirements include a CPA or EA and public accounting experience with small businesses and individuals. The firm operates as a tight-knit team focusing on varied tax matters beyond routine 1040s.