Senior Tax Manager

United States·EncinoRemotesenior

Finance & AccountingTax Specialist

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Job Title: Senior Tax Manager, CPA Department: Tax Location: Remote or Hybrid 7+ years of public accounting experience 2+ years of supervisory or management experience Possess a broad understanding of Tax Law with specialized knowledge in a particular area(s) of partnerships, HNW…

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Job Title: Senior Tax Manager, CPA

Department: Tax

Location: Remote or Hybrid

7+ years of public accounting experience

2+ years of supervisory or management experience

Possess a broad understanding of Tax Law with specialized knowledge in a particular area(s) of partnerships, HNW individuals, corporate, taxation of pass-throughs, entities, estate and gift tax, investment advisory, and/or financial planning.

Ability to prepare working trial balance and year-end adjusting entries

Bachelor's degree in Accounting, Finance, or other business-related fields

A CPA certification is required

Strong technical expertise in tax preparation and review, tax compliance, and tax research

Excellent skills, analytical, organizational, and written and verbal communication skills

Demonstrated ability to utilize Excel, Word, and CCH Axcess

Outstanding leadership, mentoring, and interpersonal skills, fostering client and staff relationships

Responsible for the review of high-net-worth individuals, partnerships, gift and estate returns, trust preparations, joint ventures, noncorporate entity tax returns, combined state tax returns, and tax compliance.

Review very complex individual tax returns.

Manage and develop income tax and financial planning clients

Work closely with tax partners and other tax staff on client management, practice development, and business development activities

Maintain active communication with clients to manage their expectations, ensure client satisfaction, make sure deadlines are met, and lead change efforts effectively

Consult, collaborate with, and service clients to make recommendations on business and process improvements, and serve as a business adviser to clients

Supervise and help drive the success of multiple engagements in partnership and individual taxation

Preparing year-end projections

Researching various Tax issues

Mentoring Associates and guiding them on Tax issues

Maintaining presentation skills (oral and written)