Tax Manager

Proper Solutions • Palm Desert, CA

4d • $90,000 - $120,000

About The Position

Our client, a local CPA firm, is looking for a Tax Manager to join their team. The Tax Manager will report directly to the partners/principals and be responsible for overseeing the planning, scheduling, preparation, research, and review process of federal, state, and local tax returns for both individuals and businesses and provide guidance and leadership to staff members.

Requirements

• Strong analytical, research and critical thinking skills
• Ability to make and support decisions regarding accounting and tax matters
• Ability to perform and direct multiple engagements
• Excellent communication and writing skills
• Ability to mentor, lead, train staff members and adapt to different learning styles of others
• Ability to work independently, but also in a team environment
• Highly motivated, self-starter with ability to multitask
• 7–15+ years of experience in public accounting in tax preparation and technical review
• Experience in public accounting managing tax preparers and project schedules
• Bachelor’s Degree with preferred major in Accounting or related field
• CPA or EA designation
• High-level proficiency in reviewing and finalizing returns for S-Corps, C-Corps, Partnerships, and Individuals
• Detailed technical knowledge including, but not limited to, shareholder, AAA, and partner basis rules, NOL, passive activity, and related party loss rules, property sales, including capital gains, depreciation recapture, installment sales, like-kind exchanges, common elections, credits, and tax minimization strategies, and self-rental rules

Responsibilities

• Managing a team of accountants and bookkeepers
• Assigning tax returns and bookkeeping projects to preparers and tracking progress to ensure on-time completion, while guiding less experienced team members in completing their tasks
• Supporting, training, and developing the technical knowledge and skills of direct reports in all aspects of tax return and financial statement preparation
• Actively participating in daily production meetings with your team, weekly tactical check-ins on project statuses
• Reviewing business and individual tax returns, financial statements, and related working papers to document and substantiate completed work, ensuring quality, clarity, and completeness
• Preparing the firm’s more complex tax returns, tax planning figures and analysis
• Researching topics new to you to self-teach accurate related tax form preparation
• Assisting Client Manager with technical topics
• Support the Client Manager with analyzing sales leads in terms of reviewing their previously filed tax returns and bookkeeping to help with determining project scope and pricing

What This Job Offers

• Job Type: Full-time
• Career Level: Manager