Who You Are
- You enjoy keeping up-to-date on the ever-changing tax industry's regulations and policies.
- You have a knack for solving problems and easily notice issues while bringing solutions to the table.
- You take pride in helping others, and you are ready to take on the challenge of leading a team of high-performing individuals.
- You have knowledge of and exposure to a variety of industries and the ability to read a financial statement.
- In addition to all of this, you hold an active CPA license and have 5-7 years of experience in public accounting tax work.
Benefits and Compensation
Benefits such as: generous paid time off, comprehensive medical, dental, and vision insurance, 401(k) profit sharing, life and disability insurance, lifestyle spending account, certification incentives, education assistance, and a referral program.
Responsibilities
Typical Day in the Life
A typical day as a Tax Manager for the Tustin, CA office might include the following:
- Work with staff to ensure individual and business tax returns are completed correctly and by the required deadline.
- Review, approve and sign tax returns for release to clients.
- Coach or mentor a staff member to assist with enhancing their skills and further developing their career.
- Gather relevant tax-related information from the client so an accurate tax return can be prepared.
- Look at tax situations from various angles to ensure the maximum tax benefit is applied.
- Network, build relationships and attract new clients or business for the Firm.
- Bill clients for the services and guidance provided.
What are the 3-4 non-negotiable requirements of this position?
Prior public accounting experience Bachelor's Degree in Accounting CPA or EA license