Tax Manager (CPA/EA) — High-Net-Worth Advisory, Onsite CA

FORTUITY INC; Los Angeles (CA); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

401(k) matching

Bonus based on performance

Competitive salary

Dental insurance

Free food & snacks

Health insurance

Profit sharing

Vision insurance

Job summary

Fortuity Inc. in Sherman Oaks, CA is hiring a licensed CPA or Enrolled Agent to deliver tax compliance and advisory work for high-net-worth clients and multi-entity structures.

This hands-on role involves preparing complex federal and state returns and collaborating with firm principals on planning and structuring matters. You will review returns, manage notices, and provide proactive guidance, with opportunities for career growth, continuing education, and a collaborative, white-glove service

Qualifications

• Active CPA license in good standing with the California Board of Accountancy, or active Enrolled Agent credential in good standing with the IRS.
• Bachelor's degree in accounting, taxation, finance, or a related field.
• Five or more years of progressive tax preparation experience in public accounting or a professional services environment.
• Demonstrated experience preparing pass-through entity, trust, and high-net-worth individual returns.
• Proficiency in professional tax preparation software and current IRS guidance.

Responsibilities

• Prepare federal and state income tax returns from source documents through filing for individuals, S corporations, partnerships, C corporations, trusts, and estates.
• Prepare supporting schedules, depreciation and basis calculations, K-1s, and multi-state workpapers.
• Sign as paid preparer and manage electronic filing, including client authorization on Form 8879.
• Review returns prepared by other team members, with sign-off responsibility for accuracy.
• Prepare quarterly estimated tax calculations, extensions, and year-end tax projections.
• Manage IRS and state agency correspondence, notices, and examinations, including representation before the IRS.
• Support entity structuring, reorganization, and transaction planning with principals and outside counsel.
• Identify planning opportunities across client structures and document positions contemporaneously.

Skills

CPA license

Enrolled Agent

Five+ years tax preparation

Excellent written communication

Excel & QuickBooks

Education

Bachelor's degree in accounting or related field

Master's degree in Taxation or LL.M. in Taxation

Tools

QuickBooks

Microsoft Excel

Job description

Fortuity Inc. in Sherman Oaks, CA is hiring a licensed CPA or Enrolled Agent to deliver tax compliance and advisory work for high-net-worth clients and multi-entity structures.

This hands-on role involves preparing complex federal and state returns and collaborating with firm principals on planning and structuring matters. You will review returns, manage notices, and provide proactive guidance, with opportunities for career growth, continuing education, and a collaborative, white-glove service