Tax Senior Manager

Tom Trese Networking LLC; Oxnard (CA); Hybrid; USD 140,000 - 190,000; Full time

Benefits offered by this job

Bonus potential

5% 401K employer match

Hybrid work model

Fast track to Partner

Job summary

Tom Trese Networking LLC is seeking a Tax Senior Manager to join our team in a hybrid schedule, with options to base in an LA/ Woodland Hills/ Oxnard/ Torrance office in California. The role offers a balance-driven culture with substantial bonus potential and a 5% employer 401K contribution, and a fast track to Partner.

The candidate will oversee complex tax returns, supervise staff, and represent clients before tax authorities while maintaining excellent client service and firm practice

Qualifications

• Bachelor’s degree in accounting required; master’s degree in taxation preferred.
• Current CPA license required; in good standing with AICPA.
• At least 7–10 years in public accounting with increasing tax complexity.
• Experience supervising and directing work of tax preparers.
• Two years’ experience representing clients before taxing authorities.
• Forty hours of continuing education per year.

Responsibilities

• Perform tax review and approval of all tax returns and governmental examinations.
• Act as SME in discipline or industry.
• Manage larger tax returns and delegate to preparers.
• Maintain client service responsibilities for assigned clients.
• Delegate and manage governmental tax examinations; represent before authorities.
• Develop staff through recruiting, evaluations, and training.
• Ensure smooth flow of tax returns through preparation system and timely delivery.
• Ensure accurate billing and collections.
• Prepare reports and projects for partners.
• Research and evaluate tax software for partners.

Skills

Tax knowledge

Overtime management

Client service

Staff supervision

Tax research

Education

Bachelor’s degree in accounting

Master’s degree in taxation (preferred)

CPA license

Tools

Tax software programs

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.