- Location: La Jolla
- Remote: Remote
- Type: Direct Hire
- Job #18896
- Salary: $125,000 - $145,000 YEAR
The HT Group has partnered with a growing, Southern California-based Tax/Audit/Advisory entity in the search for an experienced Tax Manager for an immediate need. This role can be hybrid for local residents or 100% remote for residents in the following states: AZ, CA, CO, FL, GA, ID, IL, MO, NV, NM, NC, PA, TN, TXDirect Hire - 100% Remote - Base range of $125-145K + bonus/Amazing benefits/PTO This individual will be responsible for reviewing advanced tax returns, bookkeeping and accounting tasks.They will improve firm processes and procedures, manage workflow distribution and scheduling, train, give feedback and set an example for supervisors, seniors, staff and interns.They will participate in manager and committee meetings and head up firm initiatives to grow the firm's people, clients and safety. Duties:
- Review of Form 1099's, Payroll Tax Returns, Sales tax returns, Business Property Statements and Business Licenses.
- Review of advanced C-Corporation, Partnership, S-Corporation, Personal, Non-Profit and Trust tax returns.
- Review of Corporate and Personal tax planning.
- Prepare Estate tax planning, specialized partnership allocations, stock sales and ownership changes.
- Ability to conduct intermediate technical research to resolve technical issues on new and existing clients.
- Lead staff meetings and evaluations, weekly scheduling management meetings and participate in mentoring program.
- Hold weekly scheduling check-in meetings with assigned staff.
- Manage supervisor, senior and staff workflow distribution and scheduling for maximum efficiency.
- Develop firm processes and procedures and set professional conduct and leadership example to seniors and staff.
- Facilitate in house training and meetings and provide one on one feedback to staff.
Requirements:
- Active CPA required; EA designation preferred
- Master's in Accounting preferred
- Ability to understand schedules of tax forms, entity type setup, formation and dissolution, retirement plan options, foreign entity reporting, section 1031 exchanges, basic foreign/multistate returns, POL, PAC and LM2 tax returns and specialized tax credits.
- Participate in advanced continued education as well as leadership and management training.
- Be familiar with Accounting related software, to include CFS, QuickBooks, T-value, Adobe Acrobat, Axcess Tax, Engagement, CCH Workstream.
- Working knowledge of Microsoft Office Suite.
- Strong written and verbal communication skills.
- Ability to mentor, train, and collaborate with staff.