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Senior Tax Manager
| Company | Earned |
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| Location | California, USA |
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| Salary | $130000 – $160000 |
|---|
| Type | Full-Time |
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| Degrees | Bachelor’s |
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| Experience Level | Senior, Expert or higher |
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Requirements
- Bachelor’s degree in Accounting required
- Master’s degree in Finance or MBA is desired
- 7+ years of successful CPA firm experience and/or Big 4 experience
- Heavy business tax experience (corp, partnership, individual, trust)
- CPA licensure – CA
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, address client needs, with timely follow-up and communicates appropriate information to engagement partners and personnel.
Preferred Qualifications
- Expert communication skills, including listening.
- Willingness to understand and properly communicate difficult issues to clients.
- Commitment to developing technical and industry knowledge through personal reading, research, coursework, etc.
- Display comprehensive technical tax and accounting knowledge relating to the current business state and federal tax codes.
- Ability to correctly apply appropriate technical skills to a wide range of situations.
- Demonstrate the ability to research and provide solution options for difficult tax problems.
- Ability to build relationships in the business community to generate future leads and referrals.
