Tax Manager

Job Summary

This role works in multiple capacities across accounting, financial statement preparation, and tax planning and preparation being the focus of the role.

Key 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.

Key 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 or Active Enrolled Agent (EA)
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
Deep knowledge and expertise in medical and dental industry metrics, preferred