We are seeking a Senior Tax Manager who will focus on accounting, financial statement preparation, and tax planning and preparation for individual High Net Worth and corporate clients.

Responsibilities:

Oversee client financial statements for accuracy and timeliness.
Review and prepare profit allocations for multi-owner clients.
Oversee client tax onboarding.
Prepare, review, and sign designated tax returns for corporations, partnerships, individuals, trusts, and coordinating foreign tax filings.
Manage the client relationship (i.e.: running meetings and correspondence).
Oversee semi-annual client meetings for financial review and tax planning.
Responsible for preparation for meetings and follow-up correspondence, including researching client’s accounting and tax questions with an awareness of client satisfaction.

Oversee strategic planning for clients
Preparation and analysis of medical/dental practice buyer financial due diligence.
Prepare and review client tax projections for estimated tax payments and future tax liabilities.
Oversee tax notice resolutions.and government audits.
Monitor and manages assigned accounts to ensure required work is performed on schedule with the client’s internal Service Team.
Stay up to date and research new tax laws and prepare internal educational materials.

Requirements:

Bachelor’s degree in Accounting required, Master's degree in Finance or MBA is desirable
5-7+ years of successful CPA firm experience
CPA licensure – CA, preferred
Extensive business tax experience (corp, partnership, individual, trust)

Senior Tax Manager

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Senior Tax Manager