CPA Tax Manager

Key Infotek LLC - Tustin, CA

Full-time

Tustin, CA

About the position

The CPA Tax Manager position in Tustin, CA, is responsible for overseeing the preparation and review of individual and business tax returns, ensuring compliance with deadlines and accuracy. This role involves mentoring staff, gathering tax-related information from clients, and applying strategic insights to maximize tax benefits. Additionally, the Tax Manager will focus on client relationship building and business development for the firm.

Responsibilities

• Work with staff to ensure individual and business tax returns are completed correctly and by the required deadline.
• Review, approve and sign tax returns for release to clients.
• Coach or mentor a staff member to assist with enhancing their skills and further developing their career.
• Gather relevant tax-related information from the client so an accurate tax return can be prepared.
• Look at tax situations from various angles to ensure the maximum tax benefit is applied.
• Network, build relationships and attract new clients or business for the Firm.
• Bill clients for the services and guidance provided.

Requirements

• Prior public accounting experience
• Bachelor's Degree in Accounting
• CPA or EA license

Nice-to-haves

• Experience in the following industries: Healthcare, Dentists, Professional Services, Real Estate and/or Manufacturing.