California Licensed Tax Manager
Job Summary
To support a growing Tax Team, the full-time California Licensed Tax Manager will lead client relationships, prepare and review income tax returns, and provide tax projections for high-net-worth individuals and entities in a remote work environment.
Key responsibilities:
- Prepare, review, and sign tax returns for high-net-worth individuals, trusts, and businesses
- Create quarterly estimates and projections while ensuring clear communication with clients
- Mentor and manage a team of tax associates and specialists, responding to tax inquiries and conducting research
Required qualifications:
- Minimum 5+ years of public accounting experience or equivalent
- Bachelor's degree in Accounting or a related field
- CPA and/or EA certification required
- Strong knowledge of tax codes and general accounting principles
- Experience with CCH software, including Axcess and Workflow, is a plus
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