Tax Manager

Tax Manager

Requirements

• Bachelor’s degree in Accounting required, Master’s degree in Finance or MBA preferred
• 5+ years of successful CPA firm experience and/or Big 4 experience, with heavy business tax experience (corp, partnership, individual, trust)
• Active CPA licensure
• Knowledge of California tax laws, preferred.
• Display comprehensive technical tax and accounting knowledge relating to the current business state and federal tax codes
• Demonstrate the ability to research and provide solution options for difficult tax problems
• Excellent verbal and written communication skills
• Willingness to understand and properly communicate difficult issues to clients
• Commitment to developing technical and industry knowledge through personal reading, research, coursework and other continuing education
• Ability to build relationships in the business community to generate future leads and referrals

Responsibilities

• Oversee client financial statements for accuracy and timeliness.
• Review and prepare profit allocations for multi-owner clients.
• Oversee client tax onboarding.
• Prepare, review, and sign designated tax returns for corporations, partnerships, individuals, trusts, and coordinating foreign tax filings.
• Manage the client relationship (i.e.: running meetings and correspondence).
• Oversee semi-annual client meetings for financial review and tax planning.
• Responsible for preparation for meetings and any follow-ups that result.
• Oversee client’s strategic planning activities.
• Oversee preparation and analysis of dental practice buyer financial due diligence.
• Oversee, prepare and review client tax projections for estimated tax payments and future tax liabilities.
• Oversee tax notice resolutions.
• Oversee government audits.
• Monitors and manages assigned accounts to ensure required work is performed on schedule with the client’s internal Service Team.
• Research and answer client’s accounting and tax questions.
• Stay up to date and research new tax laws and prepare internal educational materials.
• Consistently remains alert to client satisfaction, addresses client needs, with timely follow-up and communicates appropriate information to engagement partners and personnel.
• Build and maintain successful relationships with clients, their personnel and our staff.
• Model excellent performance and approach to their work and have the ability to train others in areas of expertise.
• May manage tax employees; formally or informally.
• Other duties as assigned.

Preferred Qualifications

• Knowledge of California tax laws, preferred.
• Preferred, deep knowledge and expertise in medical and dental industry metrics