Tax Senior Manager

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

Benefits offered by this job

Hybrid work schedule

Bonuses

401(k) with 5% employer contribution

Path to Partner

Job summary

Keystone Distinction Group seeks a Tax Senior Manager in California to lead complex tax engagements, review returns, and coordinate client service activities. The role offers hybrid in-office and remote work, with a fast track toward partner in a well established regional CPA firm.

The position requires 7–10 years in public accounting, CPA license, and strong knowledge of current tax laws, with supervision of tax professionals and interaction with tax authorities.

Qualifications

• Bachelor's degree in accounting required; master's in taxation preferred.
• Minimum 7–10 years of public accounting experience with increasing tax complexity.
• CPA license in good standing with AICPA membership required.

Responsibilities

• Perform technical review and approval of tax returns and government examinations.
• Serve as SME in discipline or industry and delegate work as needed.
• Manage larger tax returns and supervise tax preparers.
• Oversee client service for assigned clients and delegated matters.
• Represent taxpayers before authorities for examinations when required.
• Develop staff through recruiting and training responsibilities.
• Ensure timely and accurate delivery of all client tax returns.

Skills

Tax laws

Tax research

Tax compliance

Client service

Overtime management

Education

Bachelor's degree in accounting

Master's degree in taxation

Tools

Tax 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.