Tax Senior Manager

SourcePro Search, LLC; Los Angeles (CA); Hybrid; USD 150,000 - 210,000; Full time

Benefits offered by this job

Bonus potential

401K 5% match

Partner track

Job summary

SourcePro Search, LLC seeks a Tax Senior Manager to lead tax return review, client service, and team oversight in a hybrid CA role available in multiple offices (LA, Woodland Hills, Oxnard, Torrance). Strong bonuses and a 401K with 5% employer contributions accompany a fast track to Partner.

The role requires senior-level tax knowledge, CPA licensure, and 7–10 years in public accounting with client representation before authorities.

Qualifications

• Knowledge of current tax laws.
• Proficiency in tax prep software and tax research tools.
• Overtime work required, peak season impacts.
• 7–10 years in public accounting with tax focus.
• 2+ years representing clients before tax authorities.
• 1+ year supervising tax preparers.

Responsibilities

• Perform technical review and approval of tax returns and examinations.
• Serve as subject matter expert in tax discipline or industry.
• Manage large tax returns and delegate to preparers.
• Handle client service responsibility with partners.
• Represent clients before taxing authorities when needed.
• Mentor and develop staff through training and guidance.
• Ensure timely delivery of client tax returns and accurate billing.

Skills

Tax knowledge

Client service

Team leadership

Overtime tolerance

Education

Bachelor’s in accounting

Master’s in taxation

CPA license

Tools

Tax software proficiency

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.