Source Pro Search is conducting a search for a Tax Manager.
Join an exceptional career opportunity as a Tax Manager with our very successful and well-established firm, offering short-term partnership potential and a hybrid work environment. We provide a very reasonable work-life balance, cater to diverse industries of closely held clients and high net worth individuals. We welcome candidates from Big-4, national, or large local L.A.-based CPA firms, and are open to assisting with relocation if needed.
We are in search of a Tax Manager with a contemporary understanding of professional standards, technology, and data security to lead our tax team. Collaborate with tax partners to ensure the timely delivery of excellent tax compliance and controversy work product. The successful candidate will possess well-developed team management and mentoring skills. Our firm adheres to a People First ethic, extending to both clients and staff, and is committed to promoting diversity, equity, and inclusion.
What you will be doing:
Run tax teams on-site in our office.
Champion technology tools to improve efficiency, accuracy, and data security.
Hands-on review and approval of tax returns and other tax consulting and planning work product.
Manage tax projects and due dates, with personal responsibility for signing as the tax preparer.
Ensure timeliness of deliverables and accept final responsibility for decisions.
Understand and implement professional licensing standards, requirements of Circular 230, the IRC, and FTC for the tax team.
Hands-on mentoring of tax team members to support the professional and personal growth of team members.
Act as a resource for tax staff and Partners on tax issues and/or questions.
Maintain current knowledge of changes in tax laws and procedures. Implement changes in tax team workflows and standards of practice to maintain the highest level of professional excellence.
Engage in the design of annual tax staff training.
Work with Partners and other lines of business.
Maintain professional relationships in the profession and participate in national, state, and local membership organizations.
What skills & experience you need to succeed in this role:
5+ years of experience in public accounting.
Licensed CPA in CA or ability to become licensed in California within 6 months of joining the firm.
Bachelor’s Degree in Accounting or J.D. required.
Advanced degree in taxation preferred.
Excellent tax research and writing skills required.
Knowledge of income tax returns in the areas of individuals, partnerships, S Corporations, C Corporations, nonprofits, and foundations. Prefer experience with complex real estate transactions, trust accounting, foreign tax matters, and mergers & acquisitions.
Public Speaking experience preferred.
Excellent software skills required.
Experience in managing a team of licensed professionals required.
Experience in tax controversy, audit, and rulings strongly preferred.
Demonstrated diversity, equity, and inclusion leadership preferred.
What you will receive:
Competitive and comprehensive compensation & benefits structure.
Culture of work-life integration and a sense of belonging.
If you are an experienced tax professional seeking a leadership role with opportunities for growth, we invite you to apply and become an integral part of our dynamic team.