Tax Senior Manager

Sun Recruiting; Los Angeles (CA); Hybrid; USD 150,000 - 200,000; Full time

Benefits offered by this job

Bonuses

401K matching

Hybrid work

Job summary

Sun Recruiting, Inc. is seeking a Tax Senior Manager to join a well-established regional CPA firm in a hybrid in-office and home-based schedule. The role can be based in Los Angeles, Woodland Hills, Oxnard or Torrance, CA, with a fast track to Partner.

The position offers excellent benefits, large potential bonuses, and a 5% employer contribution to the 401K program. A strong work-life balance is emphasized.

Qualifications

• Bachelor’s degree in accounting is required; CPA license required.
• Master’s in taxation preferred.
• CPA license current and in good standing with AICPA is required.
• Minimum seven to ten years in public accounting with tax experience and progression.
• At least two years’ experience representing clients before tax authorities.
• Minimum one year supervising and directing tax preparers.
• Forty hours of continuing education per year to maintain skills.
• Strong proficiency in tax software and related tools.

Responsibilities

• Perform technical review and approval of tax returns and governmental examinations.
• Serve as a subject matter expert in a discipline or industry.
• Lead larger tax returns and delegate to staff accordingly.
• Oversee client service for assigned clients and delegated cases.
• Delegate and manage tax examinations before authorities; may represent clients before authorities.
• Develop staff through recruitment, evaluations, and training; instructor in professional development.
• Ensure smooth flow of tax returns through preparation systems and timely delivery.
• Ensure accurate billing and collections processes.
• Prepare additional reports and projects as requested by partners.
• Research and evaluate tax software; make recommendations to partners.
• Participate in practice development through referrals and industry activities.

Skills

Knowledge of tax laws

Overtime flexibility

People management

Client service mindset

Education

Bachelor’s degree in accounting

Master’s degree in taxation

CPA license

AICPA membership in good standing

Tools

Tax preparation software

Tax research software

Tax planning software

Job description

Tax Senior Manager

Well established, highly profitable regional CPA firm seeks a Tax Senior Manager to add to their growing staff. The selected individual will work a hybrid in- office and home based schedule, and can base in an office in either L. A., Woodland Hills, Oxnard, or Torrance, CA. We offer a very reasonable work life balance, excellent benefits including large potential bonuses and a 5% employer contribution to your 401K program, and a fast track to Partner!

Responsibilities

• Performs technical tax review and approval of all tax returns and governmental tax examinations of any complexity.
• Serves as a subject matter expert in discipline or industry.
• Assumes full responsibility for larger tax returns and delegates to the various tax preparers as deemed necessary.
• Assumes client service responsibility for clients the Tax Senior Manager works directly with or clients where the responsibility is delegated from the Partner.
• Delegates and manages governmental tax examinations; may represent the client before the appropriate taxing authorities.
• Works to develop responsible, trained staff by assisting in recruiting, performance evaluations, development training aids, and acting as an instructor in professional development programs.
• Assumes responsibility for smooth flow of tax returns through the tax preparation system to assure accurate, complete and timely preparation and delivery of all clients’ tax returns.
• Accurate and timely billing and collection processes are made.
• Prepares other reports and projects as requested from time to time by the partners.
• Researches and evaluates tax preparation and tax research software for recommendation to partners.
• Participates in firm practice development efforts through involvement with referral sources, community and industry activities.

Qualifications

• Demonstrated knowledge of current tax laws.
• Proficiency in use of computer tax preparation, tax research, and tax planning software programs.
• Occasional overtime work required throughout the year. Heavy overtime work required from January 1 to April 15, may be in excess of 55 hours per week.
• Seven to ten years' experience in public accounting, demonstrating a proven progression in tax complexity, scope, and research.
• At least two (2) years' experience representing clients before taxing authorities.
• Minimum one (1) year experience supervising and directing work of tax preparers.
• Bachelor’s degree in accounting required, master’s degree in taxation preferred.
• Minimum of forty hours of continuing education is required each year to maintain and develop technical and business skills.
• A current and valid certified public accountant’s license is required.
• Must be a member in good standing with the American Institute of CPAs.