California Licensed Tax Manager

Job Summary

To support a diverse client base, the full-time California Licensed Tax Manager will review tax returns, perform complex tax research, and manage multiple clients while working in a collaborative remote environment.

Key responsibilities

• Review tax returns for individuals, businesses, estates, and trusts, and research unusual tax matters
• Assist business partners with financial aspects, including taxes and strategy, while participating in business development efforts
• Supervise and develop staff, ensuring performance meets deadlines and quality standards

Required qualifications

• Bachelor's degree in Accounting, Taxation, Finance, or a related field; Master's degree preferred
• Active California CPA license required
• Five to seven years of tax experience in public accounting with a proven progression in complexity and scope
• Proficiency in Microsoft Office and tax software such as CCH Access, SurePrep, and BNA Tax Planner
• Minimum of two years' experience in a supervisory role