A bit about us:
We are a forward-thinking tax advisory firm with a strong reputation for excellence. Recognized with numerous "Best Places to Work" awards, we pride ourselves on our collaborative, inclusive, and growth-oriented culture. Our team is committed to building long-term relationships with individuals, small businesses, and estates, offering tailored guidance that aligns with their personal and business goals. Our professionals play a critical role in advising and supporting our clients to achieve their financial objectives.
Why join us?
- Award-Winning Culture: We’re consistently recognized as one of the "Best Places to Work," offering a supportive and rewarding work environment.
- Comprehensive Benefits: 100%-paid health benefits and wellness programs.
- Compensation Package: Competitive salary, robust bonus plan, 401K, and equity.
- Work-Life Balance: Generous paid time off and holidays and Fridays off in the summer.
- Career Growth: Opportunities for ongoing learning and professional development with access to mentorship from senior leaders.
- Impactful Work: Be a trusted advisor to clients, helping them navigate complex tax scenarios and achieve their financial goals.
Job Details
Position Overview:
We are seeking an experienced and client-focused Senior Tax Manager who is passionate about developing meaningful relationships with clients. This role offers an exciting opportunity for a professional who values working closely with individuals, small businesses, and estates to understand their unique needs and provide proactive tax advice. The ideal candidate will be a CPA or EA and will have a proven track record in tax compliance, strategy, and client relationship management.
Key Responsibilities:
Qualifications:
We are seeking an experienced and client-focused Senior Tax Manager who is passionate about developing meaningful relationships with clients. This role offers an exciting opportunity for a professional who values working closely with individuals, small businesses, and estates to understand their unique needs and provide proactive tax advice. The ideal candidate will be a CPA or EA and will have a proven track record in tax compliance, strategy, and client relationship management.
Key Responsibilities:
- Lead and manage a diverse client portfolio, including individuals, small businesses, and estates, providing comprehensive tax planning, compliance, and advisory services.
- Develop and maintain strong client relationships by gaining a deep understanding of their personal and business goals.
- Collaborate with clients to create tax strategies that align with their financial objectives and mitigate tax liabilities.
- Stay current with federal, state, and local tax laws and regulations, ensuring that clients receive accurate and timely advice.
- Manage and review tax filings for individuals, corporations, and trusts, ensuring accuracy and compliance.
- Mentor and develop junior tax staff, providing guidance and training on tax matters and client service best practices.
- Work closely with firm leadership to identify opportunities for process improvements and enhance overall client service.
- Communicate complex tax matters in a clear and concise manner to clients, making sure they understand their options and implications.
Qualifications:
- Certified Public Accountant (CPA) or Enrolled Agent (EA) designation is required.
- Minimum of 5 years of experience in tax compliance and advisory, with a strong focus on working with individuals, small businesses, and estates.
- Proven ability to manage client relationships and provide exceptional service.
- Strong technical knowledge of federal, state, and local tax laws.
- Excellent written and verbal communication skills.
- Ability to handle multiple priorities in a fast-paced environment while maintaining attention to detail.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.