Tax Senior Manager

Sora Resource Group, LLC; Oxnard (CA); Hybrid; USD 130,000 - 190,000; Full time

Benefits offered by this job

5% employer 401K contribution

Job summary

Sora Resource Group is seeking a Tax Senior Manager to join a well-established regional CPA firm in California. The role offers hybrid in-office and home-based work with offices in LA, Woodland Hills, Oxnard or Torrance, CA, and strong path to Partner.

The firm highlights excellent benefits, potential bonuses, and a 5% employer 401K contribution. You will lead complex tax engagements, supervise staff, and work with clients and authorities, emphasizing quality and timely delivery.

Qualifications

• Bachelor's in accounting required; master's in taxation preferred.
• CPA license valid and in good standing.
• Seven to ten years' public accounting tax experience.
• Experience representing clients before tax authorities (2+ years).
• Strong knowledge of current tax laws.
• Overtime during peak season (Jan-Apr).

Responsibilities

• Perform technical tax review and approval of returns and governmental examinations of any complexity.
• Serve as subject matter expert in discipline or industry.
• Assumes full responsibility for larger tax returns and delegates to staff as deemed necessary.
• Assumes client service responsibility for clients the Tax Senior Manager works with or where responsibility is delegated from the Partner.
• Delegates and manages governmental tax examinations; may represent the client before the appropriate taxing authorities.
• Develop staff by assisting in recruiting, performance evaluations, development training aids, and acting as instructor in professional development programs.
• Ensure smooth flow of tax returns through the tax preparation system to assure accurate, complete, and timely delivery.
• Accurate and timely billing and collection processes are made.
• Prepare other reports and projects as requested by partners.
• Researches and evaluates tax preparation and tax research software for recommendations to partners.
• Participates in firm practice development through interaction with referral sources, community and industry activities.

Skills

Tax software proficiency

Tax research

Team leadership

Client service

Overtime management

Education

Bachelor's degree in accounting

Master's in Taxation (preferred)

Tools

Tax preparation software

Tax research databases

ERP tax modules

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.