Tax Manager - Premier Regional CPA Firm

CyberCoders - Irvine, CA

Full-time - Mid Level

Remote - Irvine, CA

Administrative and Support Services

About the position

We are seeking Tax Managers or Senior Tax Managers to join our premier regional firm, which serves various industries including technology, construction, real estate, and manufacturing & distribution. The role offers a fantastic work/life balance, with options for hybrid or fully remote work. The successful candidates will be responsible for managing tax returns, conducting tax planning, and ensuring compliance for various entity types, while also contributing to a supportive and growth-oriented corporate culture.

Responsibilities

• Review and manage tax returns, extensions, and tax planning calculations for all entity types with a focus on individuals.
• Review financial statements and perform accounting and adjusting entries, bank reconciliations, and client books and records.
• Prepare and review complex tax planning projections for individual and corporate estimated tax liability.
• Manage and monitor client deliverables and due dates.
• Prepare or review complex U.S. and state individual income, gift tax, and estate tax returns.
• Conduct complex tax research and prepare memorandums outlining findings and conclusions.
• Respond to IRS and state agency audits, inquiries, and tax notices.
• Communicate directly with existing clients, colleagues, management, and IRS representatives regarding various tax matters.
• Lead department in knowledge of software, processes, and workflows.

Requirements

• 4-10+ years minimum of relevant experience.
• Experience in individual tax compliance and planning.
• Tax research experience (RIA).
• Gift, estate, and trust return experience would be a plus.
• Experience in partnership tax would be a plus.
• Outgoing and friendly personality, a team player.
• Desire and ability to train, mentor/lead, and develop staff.

Nice-to-haves

• Experience in partnership tax would be a plus.
• Gift, estate, and trust return experience would be a plus.

Benefits

• Vacation/PTO
• Medical
• Dental
• Vision
• 401k
• Bonus
• Relocation