Demo

Senior Tax Manager

Alliance Resource Group
San Juan Capistrano, CA Full Time
POSTED ON 1/17/2025
AVAILABLE BEFORE 3/28/2025

Alliance Resource Group has exclusively partnered with a boutique tax and wealth management firm in South OC that is looking to hire a senior tax manager. Ideally, this senior tax manager will be one of the firm's next partners.

Do you have the following skills, experience and drive to succeed in this role Find out below.

If you are an experienced tax professional with a strong work ethic that is looking to lead a growing, profitable CPA practice, then you may be right for this position.

Job Description ("What You’ll Do")

  • Facilitate and manage the preparation and review of Individual and Business Tax Returns
  • Review tax returns and quarterly / yearly tax projections
  • Manage members of the tax team as they prepare components of the tax returns and other tax filings / documents
  • Prepare complex tax returns and identify tax planning opportunities
  • Complete continued education courses and stay up to date on tax law
  • Collaborate and coordinate with wealth management team to maximize value-add services

Qualifications ("What You’ll Bring")

  • Bachelor’s Degree in Accounting and Certified Public Accountant (CPA)
  • Masters in taxation, a plus not a necessity
  • Minimum of 6 years of experience in tax work and accounting software experience
  • Working knowledge of Lacerte and QuickBooks (helpful, but not required)
  • Excellent verbal and written communication skills with strong customer service skills
  • Must be well-organized, accurate, and detail-oriented
  • Ability to multi-task, work well under pressure, and meet deadlines
  • Benefits

  • Profit sharing contribution
  • Company-paid Medical Insurance
  • Paid time off
  • Paid relocation assistance
  • J-18808-Ljbffr

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