Tax Manager

ROLE: Tax ManagerSALARY: $120-160k+ DOELOCATION: Arcadia, CA Our mission is to empower your business with innovative tools and strategic solutions, to help you to efficiently achieve, profitability, and long-term growth. We believe that middle-market companies deserve the same level of service and respect as larger enterprises, and every hardworking individual should have the same access to specialized support and services as the most privileged among us. With this in mind, we help individuals & businesses advance from where they are today to where they want to go.From straightforward monthly bookkeeping and payroll services to Business formation, Tax Prep and tax planning, tax resolution, cash flow management, and even IT support and web development for your business, to personal wealth management, investment, retirement, and financial planning & services. No challenge is too big or too small. Ultimately, the shared experience and expertise of our family of partner firms empower our clients to achieve more.DESCRIPTION:As Tax Manager, you will lead and manage multiple operations of the tax practice area and deliver quality tax services that will increase firm's reputation. You will serve as business advisor to our clients aiming at maximizing engagement and achieving qualitative outcomes. In this role, you will ensure that clients state and federal tax documents are prepared and filed in a timely manner and advise clients on tax planning, tax research, and tax compliance. To be successful in this role, you will be able to manage multiple projects efficiently and identify opportunities to grow the company's client base.RESPONSIBILITIES:Delivers a full range of tax services in compliance with laws and regulations within given timeframesBuilds relationships and interacts with clients to provide excellent planning, consulting and expertiseProvides innovative tax planning and reviews complex income tax returnsIdentifies and mitigates tax risksCoordinates accounting staff and assesses their performanceManages tax provisions and tax compliance processesImproves processes by developing or implementing best practicesManages and coordinates tax auditsMaintains tax balances on general ledgerPrepares all tax papers in regular basis and handles all information data requestCoach and mentor, the finance/accounting teamManage individual income tax compliance, tax counseling, tax projections, tax notices and other financial related support for the partners of the firm. Perform various other duties as assigned by the Manager. Oversee, prepare and deliver corporate income tax returns (federal and state) and manage retention of necessary documentation for audit. Manage high volume client load and complex projects with minimum supervision. Protects organizations value by keeping information confidential. Maintain timely month, quarter and year-end close out processes to support the foreign parent companys closing schedule. Protects organizations value by keeping information confidential;Provide back-up support to investment accounting, including investment fund valuation analysis and other core tasks;Partners with finance leadership to identify and implement process improvements for tax and other processes (as assigned).REQUIREMENTS:Bachelors degree in Accounting or similar5+ years of Public Accounting experienceCPA Experience with LacerteExcellent knowledge of tax accounting, tax compliance, and all types of tax returnsBenefitsUnlimited PTOMedical 100% employee premium covered DentalVision401K w/ 3% Match

Created: 2025-09-27