Our client, a top CPA firm in Downtown Los Angeles is looking to add a Tax Manager to their team. Our client prides themselves on their ability to understand the strategic vision of clients and work toward common goals all while maintaining the proper level of independence. They see themselves as more than just tax accountants but strive to be true advisors and collaborators with their clients. This position is a unique opportunity with tremendous growth potential. They developed a high net worth (HNW) practice to address the needs of current and future clientele with strategic wealth preservation and planning opportunities. This position would be ideal for a candidate that wants to directly impact the growth of a specialized niche within an existing tax practice.
Responsibilities
-
- The Tax Manager is responsible for the efficient, accurate, complete, and timely preparation of high net worth clients’ individual, estate, gift and fiduciary tax returns whether prepared personally or by supervision of others. Advanced technical skills in a variety of tax and accounting areas, along with well-developed and applied management and supervisory skills are required. The Tax Manager may have input on any tax issue presented.
- Performs technical tax review (1040, 1041, 706, and 709) and management of governmental tax examinations and trust accountings.
- Assumes full responsibility for larger tax returns and delegates to the various tax preparer as deemed necessary.
- Delegates manage and perform tax research projects to achieve an accurate and efficient product.
- Participates actively in client meetings and sophisticated tax planning efforts involving individual, estate, gift and fiduciary tax consulting. Reviews and advises on clients’ estate plans.
- Acts as a resource for tax preparation team, A&A staff on the estate, trust, and gift tax issues. Stays informed and knowledgeable on technical standards and tax law.
- Assists and supervises tax preparers with the more complex individual, estate, gift, and fiduciary returns.
- Reviews wills and trusts pertaining to estate and fiduciary income tax returns.
- Assumes client service responsibility for clients the tax manager works directly with or clients where the responsibility is delegated from the partner.
- Communicates to the appropriate firm personnel important tax and tax developments affecting the firm’s clients.
- Maintains familiarity with qualifications of all tax staff members; reviews staff assignments for appropriateness.
- Works to develop responsible, trained staff by assisting in recruiting, performance evaluations, developing training aids, and acting as an instructor in professional development programs.
- Assumes responsibility for the smooth flow of tax returns through the tax preparation system to assure accurate, complete, and timely preparation and delivery of all clients’ tax returns.
- Possesses a complete knowledge of the firm’s philosophy and its opinions on tax matters.
- Maintains knowledge of general economic and political trends of possible tax or other legislation that could affect the business climate.
- Participates in the firm’s practice development efforts through involvement w/ referral sources, community and industry activities.
- Responsible for engagement profitability – billings and collections.
- Participate in the firm’s committees and management meetings.
- Proficiency in the use of computer tax preparation, tax research, and tax planning software programs.
- Ability to operate a computer, calculator, and software used for estate tax and valuation.
- Willingness to become a part of the firm’s Mentoring Program.
- Performs such other duties as may be assigned.
Qualifications
-
- Bachelor’s degree in Accounting, Business, or related equivalent, as well as CPA certification.
- Participates in a career development program to improve managerial, communication, and interpersonal skills.
- 5+ years of experience performing research and providing quality technical advice.
- High level of client service. Excellent oral and written communication skills.
- Demonstrate leadership and supervisory skills.
- Strong interpersonal skills, including proven experience liaising with clients.
- Self-starter with the ability to work independently and use good judgment.
- Master of Science degree in Taxation or a J.D. highly preferred for Tax Management Position.
For immediate consideration please email resume to: Jgoodman@cfs-la.com