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We are looking for an experienced, detail-oriented tax specialist/or Tax Manager to lead corporate and individual tax work while supporting complex filings for a diverse client base in California. This position is suited for someone who combines strong technical tax knowledge with a careful, analytical approach and confidence working with financial data. The ideal candidate brings broad experience across corporate and individual taxation, stays organized under deadlines, and uses technology effectively to deliver accurate, timely results.
Job Responsibility
Oversee the preparation and review of corporate and individual tax filings, including returns for S corporations and C corporations, while maintaining accuracy and regulatory compliance
Manage annual income tax provision activities and support related reporting requirements for corporate entities
Prepare and review individual tax returns, including work involving high-net-worth taxpayers and more complex financial situations
Handle estate and related tax filings with careful attention to documentation, deadlines, and applicable tax rules
Analyze investment activity, including stock-related transactions, to determine proper tax treatment and reporting
Use tax and compliance software, including ATX and similar platforms, to organize filings, track deliverables, and improve workflow efficiency
Collaborate with internal stakeholders and clients to resolve tax issues, clarify financial information, and support planning decisions
Develop detailed workpapers and spreadsheet models in Excel to support calculations, reconciliations, and return positions
Requirements
At least 5 years of tax experience with substantial exposure to corporate and individual return preparation
Strong background in corporate and individual tax compliance, including work with S corporation and C corporation filings
Experience preparing or reviewing annual income tax provisions for business entities
Knowledge of individual taxation for high-net-worth clients and familiarity with estate tax return processes
Proficiency with ATX Tax Software and other compliance tools used in tax reporting environments
Advanced Excel skills with the ability to build and maintain accurate tax workpapers and analyses
Strong attention to detail, sound judgment, and the ability to manage multiple deadlines effectively
What we offer
Medical, vision, dental, and life and disability insurance