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Tax Manager

Indiva Advisors LLP San Diego, CA
  • Posted: 26 days ago
  • $60,000 to $90,000 Annually
  • Full-Time

Job Description and Role: Indiva Advisors, LLP is committed to delivering quality tax, tax and advisory services to the cannabis and hemp industries. As an Tax Manager, your primary role is to oversee projects and deliverables for the tax/advisory lines of service and supervise, track, train and evaluate day-to-day activities for junior staff.

These duties are necessary to meet the minimum requirements of the position; other duties may be assigned:

Plan and manage client tax and advisory engagements:

  • Provide excellent client service, including timely communication and prompt response to client inquiries
  • Manage client expectations and ensure commitments are met in a timely fashion
  • Work directly with clients to collect information needed to complete deliverables
  • Provide client advisory services with respect to client tax operations, tax structure, systems, etc.
  • Identify client needs to strengthen relationships and to expand service offerings
  • Prepare engagement budgets and client proposals

Manage tax workflow:

  • Create Statements of Work, establish budgets, set Projects up in work flow software
  • Plan and schedule tax/advisory work to support internal and external deadlines
  • Set priorities for engagement team to meet client expectations
  • Design and implement tax processes to ensure efficient and accurate completion of client work
  • Manage and adjust staff schedules as required to support business needs
  • Assume the role of preparer as needed to meet deadlines
  • Close out every engagement:
    • Close WIP and submit client billing to firm accountant
    • Assess realization
    • Analyze budget variances and take steps to improve performance: implement changes to improve efficiency, identify scope growth, etc.

Support and train junior staff

  • Provide day to day supervision and guidance
  • Ensure staff performance and productivity expectations are clearly communicated
  • Train staff on use of tools and procedures
  • Identify and address training needs of junior staff
  • Review work of junior staff to ensure deliverables meet work product quality standards

Participate in firm management activities:

  • Identify resource requirements and participate in the recruitment and hiring processes for new staff
  • Develop internal procedures and create written documentation to ensure consistent application
  • Assess budget performance, analyze variances and develop corrective action plans
  • Evaluate staff performance, make recommendations for development, advancement, and training
  • Model expected behaviors with respect to adaptability, use of technology, work ethic, commitment and professionalism.
  • Assume leadership role in the development of internal processes, implementation of new software, host lunch and learn trainings, find opportunities for continuous improvement

Requirements

  • 6 years’ min experience required
  • BS degree in Tax or Finance
  • CPA and Graduate Degree preferable
  • Proven working experience as Tax Manager, Tax Supervisor or Finance Manager
  • Advanced computer skills on MS Office, tax software and databases
  • Ability to manipulate large amounts of data
  • Proven knowledge of bookkeeping and tax principles, practices, standards, laws and regulations
  • Accuracy, Timeliness, Attention to Detail, Organization, Multitask, Verbal and Written Communication, Team Player, Interpersonal Skills, Leadership, Collaboration, Analysis

Indiva Advisors LLP

Address

San Diego, CA
USA

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