Accounting Manager Tax

Tax Manager

Our client, a regional California CPA firm, is seeking a dynamic Tax Manager to join their growing office in Brea, California. The Tax Manager will own client relationships across agriculture, construction, dairy, real estate, and manufacturing & distribution, requiring experience in tax, assurance, and consulting services.

Essential Functions

1. Maintain, develop, and expand client relationships.
2. Assist in the firm’s administrative matters as directed.
3. Fully administer client engagements as assigned.
4. Communicate progress of work to partner(s)/Director.
5. Prepare client billing information and assist in collection efforts.
6. Develop new tax engagements from existing client work.
7. Meet with prospective clients and attract them by demonstrating superior tax skills.
8. Make recommendations to change policies or procedures to implement more effective department operations.
9. Focus efforts on consulting with clients on moderate to complex issues; follow-up with innovative solutions to effectively meet and exceed client expectations.
10. Manage all aspects of client projects, including but not limited to, delegating tasks and assisting with resolution of project issues.
11. Act as a mentor to accounting staff while providing constructive feedback and identifying needs for professional development.
12. Manage preparation of federal, multi-state, international corporate (consolidated and separate), partnership, individual returns, net‑for‑profit, and others as required.
13. Supervise and timely complete multiple engagements simultaneously including staffing selection and review.
14. Complete complex tax planning research assignments with multiple alternatives and presentations to clients.
15. Recognize and take advantage of practice development opportunities.
16. Keep up with emerging tax rules and regulations.
17. Other duties as assigned.

Knowledge / Skills / Abilities

1. Must be technically proficient in broad based areas of taxation.
2. Must have a minimum of 3 years of previous experience supervising and training Staff and Senior Accountants.
3. Excellent verbal and written communication skills.
4. Presentation skills and strong organizational techniques are required.
5. Highly motivated.
6. Capable of managing multiple client engagements in addition to completing tasks related to business development.
7. Able to attain visibility and recognition within your industry specialization and in your local market.

Minimum Position Qualifications

1. Bachelor’s degree in Accounting and CPA required; Master’s degree in Business Administration or Taxation a plus.
2. Minimum of 7‑years of experience gained within a public accounting firm.
3. Certified Public Accountant license required.

Preferred Position Qualifications

1. Working knowledge of MS Office (primarily Word, Outlook, PowerPoint and Excel).
2. Masters in Taxation is a plus.

Equal opportunity employer.