Talent.com
Tax Manager/Senior Tax Manager
Tax Manager/Senior Tax ManagerThe Agency Recruiting • Newport Beach, CA, United States
Tax Manager / Senior Tax Manager

Tax Manager / Senior Tax Manager

The Agency Recruiting • Newport Beach, CA, United States
job_description.job_card.30_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

Overview

Tax Manager to join our team in Newport Beach. This role will review and prepare tax returns for high-net-worth clients, focusing on individuals, businesses, trusts, and estate tax returns. Our firm values work-life balance and operates a paperless process. The role requires working in the office.

Responsibilities

  • Review and prepare federal and state income tax returns for individuals, partnerships, and corporations to ensure compliance and support tax planning.
  • Develop tax strategies to help clients comply with tax regulations. Conduct budget and cash flow projections. Keep abreast of tax legislation changes and inform the team.
  • Supervise, train, and mentor Tax preparer staff. Identify tax issues and provide solutions. Utilize tax laws to determine deductions for clients. Prepare and file tax documents with relevant agencies. Cultivate client relationships to enhance business growth.

Qualifications

  • Preferred 8+ years' experience in a public accounting firm.
  • Minimum 2 years of management experience. Proven client service and business development skills. Strong leadership and technical expertise. Commitment to the firm's growth and success. Interest in mentoring junior staff. Experience with tax preparation software.

    • Requirements

  • Current California CPA License or Master's Degree in Tax.
  • Proficiency in Lacerte Tax Preparation and QuickBooks Software.

    • Salary and Benefits

  • Salary up to $150K plus performance-based bonuses and relocation assistance (if needed).
  • 100% employer-paid medical, dental, and vision for employees. 3% company 401K matching with immediate eligibility. 10 days of Paid Time Off accrued yearly with 9 holidays for the 1st year. Flexible time off options, with a hybrid work model.
  • Bonuses are based on performance.

    • Benefits

  • 401(k) matching 3%
  • Bonus based on performance
  • Competitive salary
  • Dental & vision insurance
  • Flexible schedule
  • Opportunity for advancement
  • Paid time off
  • Training & development

    • #J-18808-Ljbffr

    serp_jobs.job_alerts.create_a_job

    Tax Manager • Newport Beach, CA, United States

    Job_description.internal_linking.related_jobs
    Tax Senior Manager, Private Client Services

    Tax Senior Manager, Private Client Services

    BDO USA • Costa Mesa, CA, US
    serp_jobs.job_card.full_time
    Tax Senior Manager, Private Client Services.The Tax Senior Manager, Private Client Services assists in providing tax compliance and consulting services to our high net worth clients.Significant kno...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Tax Senior Manager

    Tax Senior Manager

    JBA International • Pasadena, CA, United States
    serp_jobs.job_card.full_time
    Weaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals in many different fields. We seek to bring a human element to the world of accounting,...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Tax Senior Manager - Private Client

    Tax Senior Manager - Private Client

    Moss Adams LLP • Pasadena, CA, United States
    serp_jobs.job_card.full_time
    Tax Senior Manager - Private Client (Job #28330).Employee Status : Regular Schedule – Full Time.Primary Location : Pasadena, CA. Other Locations : Woodland Hills, CA; El Segundo, CA.Tax Services’ teams...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Senior Director Tax

    Senior Director Tax

    Bookman Consulting • Pico Rivera, CA, United States
    serp_jobs.job_card.full_time
    Our client is a well-established, growing conglomerate with multiple lines of business across a few industries.They have great people and excellent resources. They are looking for a highly-experienc...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Senior Tax Accountant and Tax Manager

    Senior Tax Accountant and Tax Manager

    Talentry • Cerritos, CA, us
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    Senior Tax Accountant and Tax Manager.K–$140K+ base, commensurate with experience.Full Benefits Package Available.We are seeking experienced tax professionals to join our Cerritos-based public acco...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days
    Tax Senior Manager, ASC740

    Tax Senior Manager, ASC740

    BDO USA • Costa Mesa, CA, United States
    serp_jobs.job_card.full_time
    Be among the first 25 applicants.Get AI-powered advice on this job and more exclusive features.The Core Tax Services (“CTS”) Senior Manager – ASC740 is responsible for advising clients on the tax i...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Senior Tax Manager - Tax Director

    Senior Tax Manager - Tax Director

    Regal Executive Search • Costa Mesa, CA, United States
    serp_jobs.job_card.full_time
    Senior Tax Manager - Tax Director.Based out of Irvine, we are expanding our practice and looking for Senior Tax Manager - Tax Director to join our team!. We believe that providing quality service to...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Tax Manager

    Tax Manager

    Conexus • Santa Ana, CA, United States
    serp_jobs.job_card.full_time
    Santa Ana, CA 92702 (Hybrid Schedule).Email your word document resume to Hayley.Our Public Manufacturing Client is seeking a Tax Manager to provide expertise on the Company’s federal, state, and lo...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
    Senior Tax Manager - National Office (JD Required)

    Senior Tax Manager - National Office (JD Required)

    EisnerAmper • Pasadena, CA, United States
    serp_jobs.job_card.full_time
    EisnerAmper is seeking a Senior Manager to join our National Tax Office.We are seeking someone who thrives in a growing environment, while providing clients with exceptional services.This individua...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Tax Senior Manager - Private Client

    Tax Senior Manager - Private Client

    Moss Adams • Pasadena, CA, United States
    serp_jobs.job_card.full_time
    Tax Senior Manager - Private Client.At Moss Adams, we champion authenticity.For us, that means fostering a culture of talented people who care—about you, about our clients, and about our communitie...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Senior Tax Manager - Build & Lead Tax Services

    Senior Tax Manager - Build & Lead Tax Services

    RK Partners • Newport Beach, CA, United States
    serp_jobs.job_card.full_time
    A financial services firm in California is seeking a Tax Manager to establish and grow their tax services department.The ideal candidate will have over 5 years of experience in tax compliance, stro...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
    Tax Manager

    Tax Manager

    Jobot • Pasadena, CA, United States
    serp_jobs.job_card.full_time
    Building Critical Infrastructure in the US | Excellent Benefits + Strong Work Culture + More!.This Jobot Job is hosted by : Caitlyn Hardy. Are you a fit? Easy Apply now by clicking the "Apply" button...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Tax Manager

    Tax Manager

    Unify Recruit • Costa Mesa, CA, United States
    serp_jobs.job_card.full_time
    Direct message the job poster from Unify Recruit.Founder & CEO of Unify Recruit | Sales & Recruiting Leader.Are you an experienced tax professional looking to take ownership of tax operations in a ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Tax Manager

    Tax Manager

    Aldrich • Brea, CA, United States
    serp_jobs.job_card.full_time
    Continue with Google Continue with Google.Be among the first 25 applicants.Aldrich CPAs and Advisors is looking for Tax Managers. These positions involve working closely with our clients in the Cons...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Tax Manager or Director

    Tax Manager or Director

    CLA (CliftonLarsonAllen) • Pasadena, CA, United States
    serp_jobs.job_card.full_time
    CLA is a top 10 national professional services firm where.Even with more than 8,500 people, 130 U.CLA is dedicated to building a culture that invites different beliefs and perspectives to the table...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Senior Tax Manager

    Senior Tax Manager

    CI Financial Corp. • Newport Beach, CA, US
    serp_jobs.job_card.permanent
    At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, ca...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days
    Senior Tax Manager — Lead HNW Tax Strategy (Hybrid)

    Senior Tax Manager — Lead HNW Tax Strategy (Hybrid)

    The Agency Recruiting • Newport Beach, CA, United States
    serp_jobs.job_card.full_time
    A recruitment agency in Newport Beach is seeking a Tax Manager to prepare and review tax returns for high-net-worth clients. The role involves developing tax strategies and supervising staff.Candida...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Senior Tax Manager, UHNW Estate & Planning Lead

    Senior Tax Manager, UHNW Estate & Planning Lead

    Corient • Newport Beach, CA, United States
    serp_jobs.job_card.full_time
    A leading wealth management firm located in Newport Beach is seeking a Senior Tax Manager to provide top-quality tax compliance and advisory services to high-net-worth clients.The ideal candidate w...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new