Source Pro Search is conducting a search for a Tax Manager.
Join an exceptional career opportunity as a Tax Manager in a well-established US-based CPA firm that offers short-term partnership potential. This role provides a hybrid work environment, a very reasonable work-life balance, and the chance to work with diverse industries, 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 considering candidates requiring relocation assistance.
We are actively seeking a Tax Manager with a modern understanding of professional standards, technology, and data security to lead our tax team. The successful candidate will collaborate with tax partners to ensure the timely delivery of excellent tax compliance and controversy work products. At our firm, we prioritize a People First ethic, which applies equally to our clients and staff. We are committed to promoting diversity, equity, and inclusion.
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 products.
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 professional and personal growth.
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.
Collaborate with partners and other lines of business.
Maintain professional relationships in the profession and participate in national, state, and local membership organizations.
Skills & Experience Needed:
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 areas including 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.