Tax Manager: Lead Client-Facing Compliance & Planning

Distinct | North America; Lake Forest (CA); On-site; USD 122,000 - 149,000; Full time

Job summary

Distinct | North America is seeking an experienced tax professional in Lake Forest to review and sign off on individual and business returns, and to plan work for owners and families. The role requires ownership of a client list and proactive client handling during year changes.

With 5+ years in tax practice and a CPA or EA designation, you will contribute to a busy, office-based firm delivering both compliance and advisory services in a California setting.

Qualifications

• CPA or EA
• 5+ years in a tax practice
• Comfortable owning a client list

Responsibilities

• Review and sign off on individual and business returns
• Planning work for owners and families
• Taking the call when a client's situation changes in the middle of the year
• Keeping the staff on track in season

Skills

Client management

Tax compliance

Communication

Education

CPA or EA

Job description

Distinct | North America is seeking an experienced tax professional in Lake Forest to review and sign off on individual and business returns, and to plan work for owners and families. The role requires ownership of a client list and proactive client handling during year changes.

With 5+ years in tax practice and a CPA or EA designation, you will contribute to a busy, office-based firm delivering both compliance and advisory services in a California setting.