Position Summary
THE FOCUS IS YOU :
We are looking to add a Tax Senior Manager to help guide and oversee our clients, in addition to support our internal leaders and the on-going growth in our Irvine, CA office.
As a Tax Senior Manager, you will be responsible for overseeing and reviewing financial information for clients, such as business and individual tax returns, with the benefit of gaining exposure to a diverse client base operating in a variety of industries.
The Tax Senior Manager serves to manage client relationships and act as a liaison between overseeing / mentoring internal staff and working closely with internal leaders, to ensure high-quality work is conducted and delivered to our clients.
WHAT YOU WILL DO
Regular duties include (but are not limited to) :
- Review tax returns for HNW individuals
- Handle special projects including tax audits, transaction structuring, and implementation of tax planning strategies
- Facilitate advanced tax research, resolve complex tax issues
- Review tax work from staff and provide feedback, training, and mentoring
- Lead and manage multiple tax engagements from start to finish ensuring they are completed within budget and timeline
- Build, manage, and maintain lasting relationships with clients
- Develop, motivate, and train staff act as a mentor and a role model
- Demonstrate advanced tax technical knowledge necessary for advising clients and developing an area of expertise
- Participate in firm’s marketing, recruiting, team-building, and similar efforts
- Develop outside relationships with a goal of generating referral sources
- Adhere to firm’s policies and procedures
WHAT WE ARE LOOKING FOR
Experience
- 8+ years in accounting
- Public accounting preferred
Education
- Minimum Bachelor’s degree :
- Bachelor’s in Accounting for Audit or Tax
- Related Business Degree for Consulting
License / Certification
- Must be a CPA for Audit; May need equivalent certification for other disciplines
- Must maintain required CPE credits annually
- May possibly have other industry or specialization certification
Legal / Compliance
- Must complete acknowledgement of Independence Guidelines and Ethical Standards document
- Government engagements require ability to obtain a security clearance from the United States government
WHAT WE OFFER
- Great Culture Team-like culture of a small office with the benefits of a large firm
- Competitive Compensation Based on the role, credentials, and experience
- Comprehensive Benefits We offer group health insurance, dental, vision, 401K, PTO
For job postings in our Irvine, CA location, we are required by law to include a good faith salary range for every job, promotion, and transfer opportunity.
This range considers many factors, including but not limited to a candidate’s knowledge, job specific skills, experience, licensure, and certifications.
A reasonable estimate of the current range for this position is $140,000 to $205,000.
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