Tax Manager / Senior Manager - General Tax

Balbale Consulting Services; Tustin (CA); On-site; USD 120,000 - 160,000; Full time

Benefits offered by this job

Generous paid time off

Comprehensive medical, dental, and vision insurance

401(k) with profit sharing

Certification incentives

Educational assistance

Referral program

Job summary

A top CPA and business advisory firm in Tustin, CA is seeking a Tax Manager / Senior Manager to lead tax staff and ensure accurate completion of tax returns. The ideal candidate will possess strong analytical and communication skills, hold an active CPA license, and have 5-7 years of relevant experience. This role offers competitive pay and a robust benefits package, promoting professional growth in a supportive environment.

Qualifications

• 5-7 years of prior public accounting experience in tax-related work.
• Active CPA or EA license required.
• Experience in relevant industries preferred.
• Authorized to work in the U.S. without visa sponsorship.
• Experience in Healthcare, Dentists, Professional Services, Real Estate, or Manufacturing preferred.

Responsibilities

• Lead staff to ensure timely, accurate completion of tax returns.
• Review and sign off on tax returns for clients.
• Mentor staff to enhance their skills.
• Gather and analyze tax-related information from clients to prepare accurate returns.
• Apply multiple perspectives to tax situations to maximize client benefits.
• Network and build relationships to attract new clients and business opportunities.
• Manage billing for services provided.

Skills

Strong analytical skills

Problem-solving skills

Communication skills

Education

Bachelor’s degree in Accounting

Job description

Note : Only US Citizen or GC Holder Eligible

Company Overview

Client is a top-25 CPA and business advisory firm, with over 40 offices across 15 states. Since 1917, Client has provided exceptional services across industries, and we pride ourselves on a collaborative, supportive, and growth-focused culture. We’re committed to helping employees achieve their goals in a professional yet fun environment, offering opportunities for skill development and career advancement.

Why You\'ll Love Working Here

At Client, respect, integrity, and work-life balance are core values. We foster a culture of collaboration and career growth, providing innovative programs like the EB Xchange for employees to explore specialty areas. We prioritize community involvement, matching employee charitable donations and offering volunteer opportunities. Our work environment is both professional and enjoyable, with team socials, lunch and learns, and community events.

Typical Day in the Life

As a Tax Manager / Senior Manager, you’ll :

• Lead staff to ensure timely, accurate completion of individual and business tax returns.
• Review, approve, and sign off on tax returns for client distribution.
• Mentor and support staff to help them enhance their skills and further their careers.
• Gather and analyze tax-related information from clients to prepare accurate returns.
• Apply multiple perspectives to tax situations to maximize client benefits.
• Network and build relationships to attract new clients and business opportunities.
• Manage billing for services provided.

Qualifications

• Education : Bachelor’s degree in Accounting.
• Experience : Prior public accounting experience, with 5-7 years in tax-related work.
• Certification : Active CPA or EA license.
• Industry Knowledge : Experience in Healthcare, Dentists, Professional Services, Real Estate, and / or Manufacturing industries is preferred.
• Skills : Strong analytical, problem-solving, and communication skills.
• Authorization : Must be authorized to work in the U.S. without visa sponsorship.

Nice-to-Have Skills

• Leadership experience within the tax field.
• Exposure to a variety of industries and the ability to interpret financial statements.

Compensation and Benefits

In addition to competitive base pay, Client provides a robust benefits package, including :

• Generous paid time off and holiday schedule.
• Comprehensive medical, dental, and vision insurance.
• 401(k) with profit sharing, life and disability insurance, and a lifestyle spending account.
• Certification incentives, educational assistance, and a referral program.
• Eligibility for an annual discretionary bonus.