CPA Tax Manager

• Prepare and review complex tax returns for individuals, businesses (1120, 1120S, and 1065), and trusts
• Offer strategic tax planning advice tailored to high-net-worth individuals and diverse businesses
• Analyze and present financial data to clients and stakeholders with accuracy and clarity
• Lead, mentor, and develop team members to foster a collaborative and growth-oriented workplace
• Monitor changes in tax regulations and identify opportunities to enhance compliance and client benefits
• Collaborate with colleagues to design innovative tax solutions that avoid unnecessary bureaucracy
• Ensure effective use of tax software tools, optimizing workflows and data management
• Assist with entity formation tasks and provide support for multi-state tax filings
• Manage complex and consolidated tax returns while maintaining high standards of accuracy

• Minimum of 5 years of tax experience within a public accounting firm, covering corporate, individual, and partnership taxation
• Active California CPA license is required
• Proficiency with tax tools such as, Lacerte UltraTax, Sureprep and or Workpaper CS, and QuickBooks is preferred
• Prior supervisory experience with proven ability to train and develop team members (desired not required)
• Strong technical and organizational skills to handle multiple priorities effectively
• Expertise in preparing federal, estate, and multi-state tax returns
• Excellent problem-solving skills and ability to thrive in a fast-paced, goal-driven environment

Prior supervisory experience with proven ability to train and develop team members

• medical
• vision
• dental
• life and disability insurance
• company 401(k) plan