Tax Manager
Company: CFOmate
Location: Costa Mesa
Posted on: October 21, 2024
|
|
Job Description:
Our portfolio of high-growth tax and accounting companies is at
a stage to bring on a--highly experienced Tax Manager--to assist
the CEO directly in all client-facing and client-related tax and
accounting matters to ensure we continue using the highly efficient
process we have built that is second to none when it comes to
speed, efficiency, and delivering the ultimate client
experience.
The ideal candidate will be a friendly and personable individual
responsible for overseeing all tax-related activities in the
organization, meeting or speaking with clients as needed, managing
a team of tax preparers and admin staff, and having a strong
working knowledge of all software involved, including Lacerte Tax,
QBO, and TaxDome.
There is room for a qualified tax manager to either bring on (or
newly hire with the CEO) one additional senior tax associate to
help with the upcoming tax season.
Additional Benefits
--- Lucrative Bonus Structure (to be discussed)
--- 401(k) matching
--- Paid time off
--- Outstanding company culture
--- Training/education
--- Health/vision/dental
Responsibilities:
--- Learn and operate in our extremely unique process
--- Perform tax research on client scenarios as necessary
--- Review tax returns prepared by staff and coach staff as
necessary
--- Identify opportunities and creative strategies to minimize
client taxes
--- Prepare for and lead tax audits with the IRS, CA FTB, and other
agencies as necessary
--- Keep the team up-to-date on new tax laws as necessary
--- Assist with additional financial projects for business clients
(both recurring and non-recurring)
Qualifications:
--- Strong knowledge of Lacerte required
--- CPA or EA license required
--- Ability to be client-facing and run appointments required
--- Minimum 5+ years' of tax preparation experience
--- Strong communication and analytical skills
--- Strong knowledge of QBO preferred
--- Working knowledge of TaxDome preferred
--- A Master's degree in taxation preferred
About Company:
CFOmate provides a wide range of services to accommodate each
client's specific tax and financial situation. Our goal is to make
life easier for clients by providing a one-stop shop for preparing
tax returns, starting new businesses, organizing accounting data,
and, if necessary, defending audits.
By fostering a culture of continuous learning, collaboration, and
community engagement, our mission is to be the leading force in
shaping the future of financial and tax solutions, positively
impacting clients, employees, and the communities we serve.
CFOmate strives to be the ultimate financial partner for businesses
looking to scale to new heights, setting the industry standard for
integrity, expertise, and innovation, driven by a relentless
commitment to clients' success and financial well-being.
Keywords: CFOmate, La Mesa , Tax Manager, Executive , Costa Mesa, California
Click
here to apply!
|