California Licensed Tax Manager

Job Summary

Focused on client advisory and relationship building, the full-time California Licensed Tax Manager will manage high-net-worth clients' complex tax needs, leveraging modern technology and proactive strategies in a remote environment.

Key responsibilities:

• Oversee tax strategy and compliance for high-net-worth individuals and closely held businesses
• Utilize CCH Axcess to streamline tax workflows and enhance client service
• Build and maintain strong client relationships while providing expert tax advisory services

Required qualifications:

• Bachelor's Degree in Accounting or a related field
• CPA or EA certification
• 5+ years of tax experience from a Top 100 CPA firm
• Expertise in high-net-worth individuals and passthrough entities
• Experience with CCH Axcess software