We are Wastvedt & Company, one of the leading CPA and Tax firms in both San Diego, CA and Denver, CO. Headquartered in Del Mar, we take great pride in not only being our clients’ trusted advisors but partners in their long-term tax strategy. Our personalized approach to every clients’ specific needs creates value with both their personal and business preparations and offers a relationship with our clients that larger firms can’t beat. Striving to always provide insightful tax solutions, we offer a full range of tax preparation, accounting and bookkeeping services. Year after year, our firm continues to grow because the satisfaction of our clients gets noticed and coveted.
Now, we have recently acquired another firm and are looking for additional staff to keep up with the additional workload! That being said, we are on the hunt for a savvy, energetic and highly motivated Tax Manager to join our team. We are looking for someone who wants to contribute, not just grind. In this role, you will be surrounded by individuals who are not only masters of their trade but take great pride in their work, ethical standards and professionalism. You’ll be working alongside “the best of the best” learning from and contributing toward the continued growth of our firm in a high tech, paperless environment.
At Wastvedt, you’re more than just an employee, when you come on board with us, you’re family. We’re just as equally dedicated to your success as you are to ours. We are exceptionally committed to practicing work/life balance and we offer extremely competitive employee packages to ensure that your time at Wastvedt is both fulfilling and enriching.
Wastvedt & Company is currently seeking a Tax Manager to join our innovative and expanding firm. The Tax Manager will help lead and manage operations of the tax practice area of the firm. The Tax Manager will also review tax returns, engage in tax planning, conduct research and perform compliance services for clients.
Developing, sustaining and growing excellent client relationships are priorities for this position. Our practice is high-tech and the Tax Manager will use his or her strong technical savvy and leadership skills to assist on all tasks associated with tax engagements, identify best practices and consistently implement process improvements where needed.
The Tax Manager is also responsible for the mentoring and training of junior CPAs and accounting staff.
The Tax Manager will report directly to the firm’s partnership.
Responsibilities and Duties:
- Review and manage staff deliverables including tax returns, extensions, tax planning calculations, and write-up work for all entity types
- Prepare and review complex tax planning projections for individual and corporate estimated tax liabilities
- Prepare and/or review complex U.S. and multi-state income tax returns for business entities, including consolidated and nonconsolidated C-corporations, S-corporations, partnerships, fiduciary, non-profit organizations, complex U.S. and state individual income, gift tax, and estate tax returns
- Conduct complex tax research and prepare memorandum outlining findings and conclusions
- Respond to IRS and state agency audits, inquiries, and tax notices. Communicate with IRS and clients in connection with audits, inquiries, and tax notices
- Manage and delegate projects to staff that can handle them most efficiently and provide accounting and tax assistance to staff as needed
- Communicate directly with existing clients, colleagues, management, and IRS representatives regarding various tax matters
- Advise, coach, and support team members including providing consistent recognition and encouragement to team members to increase retention and utilization
- Assist with employee training for new hires and ongoing employee training
- Engage in consulting and special projects as requested by management and clients
- Work with team to encourage and promote a positive corporate culture
Qualifications and Skills:
- Bachelor's degree in accounting or related field required
- CPA license required
- Minimum of 7 years of tax experience gained within a public accounting firm or related experience
- Experience in high-level review of complex tax returns
- Proficient in corporate, partnership taxation, and individual taxation
- Excellent verbal and written communication skills
- Presentation skills and strong organizational techniques are required
- Capable of managing multiple client engagements in addition to completing tasks related to business development
- Minimum of 3 years of previous experience supervising and training staff and seniors
- Highly motivated with an energetic attitude
- Able to attain visibility and recognition within your industry specialization and in your local market
Wastvedt & Company Offers:
- Competitive salary package
- Paid holidays and vacation
- A relaxed working atmosphere in a friendly environment
- 100% paid medical and dental plan
- Health Savings Account with monthly employer contributions
- Tickets to local events
- Ability to work remotely
- 401(K) retirement plan with employer matching contribution
- Educational/CPE Expense Reimbursement
- Corporate culture that encourages a work/life balance and includes team parties, Quarterly firm party, and other exciting activities
Job Type: Full-time
Salary: $84,000 - $120,000
Must be local to apply.