Tax Manager Specializing in Complex Returns

taxalchemy; Irvine (CA); On-site; USD 80,000 - 120,000; Full time

Job summary

taxalchemy is seeking a strategic Tax Manager in Irvine, California to lead our tax preparation department. The candidate should be experienced in overseeing tax preparation, compliance, and reporting for diverse clients.

Ideal applicants will have a blend of management experience, advanced qualifications, and familiarity with tax software. The role focuses on enhancing productivity and ensuring accuracy through efficient workflows.

Qualifications

• 5-8 years of progressive experience in tax preparation and compliance.
• At least 2-3 years in a management or supervisory role.
• Proven experience managing or coordinating with offshore teams.

Responsibilities

• Oversee all aspects of tax preparation, compliance, and reporting.
• Manage internal and offshore tax preparation teams.
• Review complex tax returns and implement best practices.

Skills

Tax preparation and compliance

Management or supervisory experience

Software proficiency (G-Suite, UltraTax)

Tax strategy knowledge

Education

Bachelor’s degree in Accounting, Finance, or related field

Master’s degree in Taxation

Advanced certification (e.g. CPA, EA)

Tools

G-Suite

UltraTax

CRM platforms

Job description

We are seeking an experienced and strategic Tax Manager to help lead our tax preparation department. The ideal candidate will be a hands‑on leader responsible for overseeing all aspects of tax preparation, compliance, and reporting for our diverse clientele. A key focus of this role will be to manage both our internal and offshore tax preparation teams, review complex tax returns, and develop and implement best practices and efficient workflows to enhance department productivity and accuracy. The position will have one or more direct report Tax Preparers and coordinate with the offshore tax preparation team, under the direction and supervision of the President.

Minimum Qualifications

• 5-8 years of progressive experience in tax preparation and compliance, with at least 2-3 years in a management or supervisory role
• Bachelor’s degree in Accounting, Finance, Taxation, or a related field; Master’s degree in Taxation is a plus
• Advanced certification required (e.g. CPA, EA)
• Familiarity with efficiency, workflow, communication, and tax preparation software (G-Suite, CRM platforms, UltraTax, etc.)
• Proven experience managing or coordinating with offshore teams is essential
• Knowledge of corporate and personal tax planning strategies
• Additional experience in accounting, finance advisory, and/or consulting services