Tax Manager
- $120,000 - $150,000
- Irvine, CA
Join Our Team as a Tax Manager!
A bit about us:
We are a well-established public accounting firm that has been serving individuals, families, and businesses across California for decades. With a client-first approach and a strong emphasis on technical excellence, we pride ourselves on delivering personalized financial and tax solutions with integrity and professionalism. Our team is collaborative, detail-oriented, and committed to ongoing learning and development in an ever-changing tax landscape.
Position Summary
We are seeking a Senior Tax Associate with specialized experience in trusts, estates, and high-net-worth individuals. This role offers the opportunity to work on complex tax engagements, contribute to planning strategies, and support client relationships while mentoring junior staff.
Position Summary
We are seeking a Senior Tax Associate with specialized experience in trusts, estates, and high-net-worth individuals. This role offers the opportunity to work on complex tax engagements, contribute to planning strategies, and support client relationships while mentoring junior staff.
Why join us?
- Health Insurance: Medical, dental, and vision coverage.
- Retirement Plans: 401(k) plans with employer matching contributions.
- Paid Time Off: Generous vacation policies, paid holidays, and sick leave.
- Professional Development: Support for continuing education, credentialing, and professional memberships.
- Flexible Work Arrangements: Options for remote work and flexible scheduling.
Job Details
Key Responsibilities
Qualifications
- Prepare and review complex individual, trust, estate, and gift tax returns
- Assist in preparing multi-state and international individual tax filings
- Support year-end tax planning and quarterly estimate processes for high-net-worth clients
- Conduct tax research and contribute to internal training and development initiatives
- Provide guidance and oversight to interns and staff, fostering a culture of collaboration and communication
- Communicate with managers and partners regarding project updates and client needs
- Manage workload to meet internal deadlines and statutory filing requirements
- Continuously expand knowledge of federal, state, and local tax codes and best practices
Qualifications
- 5–7 years of relevant experience in public accounting or a combination of public accounting and high-net-worth individual/wealth management tax work
- Enrolled Agent (EA) required; CPA preferred
- Strong written and verbal communication skills
- Highly organized, detail-oriented, and capable of managing multiple priorities
- Ability to work independently and with minimal supervision
- Proficient in Microsoft Office Suite, especially Excel, Word, and Outlook
- Experience with accounting software such as QuickBooks, CCH ProSystem Engagement, and CCH Axcess suite is a plus
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.