Tax Manager (CPA)

CPA Firm located in Woodland Hills is looking to hire a Tax Manager.  The Tax Manager will be responsible for reviewing advance tax returns, bookkeeping and accounting tasks.  They will fine tune firm processes and procedures, manage workflow distribution and scheduling and train, give feedback and set an example for supervisors, seniors, staff and interns. 

Candidates must have their Bachelor of Accountancy as well as a CPA or EA license.  This may be substituted with equivalent years of experience and continued education in some cases.

Job Responsibilities:

·         Prepare HRIS and PM timesheets.

·         Review of Form 1099’s, Payroll Tax Returns, Sales tax returns, Business Property Statements and Business Licenses.

·         Review of advanced C-Corporation, Partnership, S-Corporation, Personal, Non-Profit and Trust tax returns.

·         Review of Corporate and Personal tax planning.

·         Prepare Estate tax planning, specialized partnership allocations, stock sales and ownership changes.

·         Tax audit representation.

·         Ability to conduct intermediate technical research to resolve technical issues on new and existing clients.

·         Lead staff meetings and evaluations, weekly scheduling management meetings and participate in mentoring program.

·         Manage supervisor, senior and staff workflow distribution and scheduling for maximum efficiency.

·         Facilitate in house training and meetings and provide one on one feedback to staff.

·         Assist in billing process by analyzing WIP and providing invoice totals.

·         Lead client services meetings and develop new business through networking and marketing initiatives.

Skill Requirements:

·         Ability to understand schedules of tax forms, entity type setup, formation and dissolution, retirement plan options, foreign entity reporting, section 1031 exchanges, basic foreign/multistate returns, POL, PAC and LM2 tax returns and specialized tax credits. 

·         Familiar with Accounting related software, to include CFS, AME, CSA, QuickBooks, T-value, Adobe Acrobat, Prosystems Engagement, Checkpoint Tools and Lacerte.

·         Working knowledge of Microsoft Office Suite.

We will consider for employment, qualified applicants with criminal histories in a manner consistent with the requirements for the State of California Fair Chance Initiative for Hiring.