Benefits:

401(k) matching

Bonus based on performance

Competitive salary

Dental insurance

Flexible schedule

Opportunity for advancement

Paid time off

Training & development

Vision insurance

Employee Benefits:

Competitive Salary

Matching 401K Contributions

Performance-based Bonuses

Paid Time Off and Vacation Days

Comprehensive Health Benefits

Job Description:

We are seeking a Senior Tax Manager to enhance our team in Laguna Beach. In this position, you will oversee and review a portfolio of high-net-worth clients, focusing on individual, business, trust, and estate tax returns. You will also direct the workflow of the staff to ensure efficiency and productivity. We prioritize work-life balance and encourage collaboration within our team of dedicated professionals. Our firm utilizes a paperless process, and this role will require in-office work.

Key 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 10+ 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 (option).

Bonuses are based on performance.