Tax Senior Manager

Keystone Distinction Group; Oxnard, Northern (CA, KY); Hybrid; USD 150,000 - 210,000; Full time

Benefits offered by this job

Hybrid work schedule

Bonuses

5% 401K match

Fast track to Partner

Job summary

Keystone Distinction Group is seeking a Tax Senior Manager in California to lead tax reviews, supervise staff, and manage complex returns. The role blends in-office and home-based work with potential bonuses and a 5% 401(k) employer contribution, and a fast track to Partner.

The candidate will oversee examinations, liaise with tax authorities, and drive practice development while maintaining technical excellence and client service standards.

Qualifications

• Demonstrated knowledge of current tax laws.
• Proficiency in tax preparation, tax research, and planning software.
• Overtime may be required during peak season.
• 7–10 years in public accounting with increasing tax complexity.
• 2+ years representing clients before tax authorities.
• 1+ year supervising tax preparers.
• Forty hours of continuing education annually.
• CPA license in good standing.
• Member in good standing with AICPA.

Responsibilities

• Perform tax review and approval of returns and examinations.
• Serve as SME in tax discipline or industry.
• Lead larger tax returns and delegate to staff.
• Manage client service with Partners' oversight.
• Delegate and manage governmental examinations; may represent clients.
• Mentor staff and assist in recruiting and training.
• Ensure timely and accurate flow of tax returns through preparation system.
• Oversee billing and collections.
• Prepare additional reports as needed by partners.
• Research and evaluate tax software and tools.
• Engage in practice development through referrals and industry activities.

Skills

Tax knowledge

Tax software

Liaison with tax authorities

Staff supervision

Education

Bachelor's in Accounting

Master's in Taxation (preferred)

Tools

Tax prep 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.