Tax Manager

San Diego, CA

Description:

Our client, a rapidly growing CPA firm, is looking for a Senior Accountant to join their team who is interested in growing into a management position. Our client is a young firm that began in 2015 with the premise to be different. The firm has made significant investments in technology to relieve tedious tasks that accountants are forced into. The investment in technology allows the firm to add more value to client’s business and lives through valuable conversations and analytics. The firm supports clients in the roles of tax compliance, outsourced accounting, and payroll.

What you’ll do: 

• Prepare Tax Returns & Review for closely held corporations, partnerships, and individuals.

• Apply tax planning strategies throughout the tax preparation process

• Communicate with clients to request information for the tax preparation process

• Tax Projects, delinquent return preparation, tax audit support

• Provide support to accounting staff as needed

• Workpaper Preparation & Development

What you bring to the table:

• Experience in Lacerte, SharePoint, Teams, and JetPack Workflow is preferred

• 7+ years of tax preparation experience

• 2 years of review experience

• Workflow and procedures development

Your track for success:

First 30 days

• Week 1- Onboarding with the team, understanding current workflow, and processes.

• Week 2 to 4- Full integration of client responsibilities and duties and follow the set plan, onboarding new clients.

• Work with firm ownership to create internal controls to verify work is completed accurately and set team standards

Months 2-6

• Quality control procedures are being reviewed and implemented

• Firm development of integration between tax team and accounting team for income tax preparation purposes.