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Robert Half

Tax Manager - Public

Robert Half, Laguna Hills, CA


DescriptionWe are in the service industry, specifically looking for a Tax Accountant to join our team in Laguna Hills, California. This role involves significant interaction with clients, colleagues, and government authorities, requiring a strong command of both written and verbal communication skills. The individual in this role will be expected to identify tax issues, conduct research, and propose solutions independently, while also collaborating effectively within a team environment.Responsibilities:• Analyze accounting data and prepare tax returns for our clients.• Utilize accounting software systems, including Microsoft Office products, and tax software such as Lacerte, ProSystem FX, or similar software to perform job functions efficiently.• Maintain accurate customer credit records and process customer credit applications as part of the role.• Employ strong analytical and problem-solving abilities to identify tax issues, conduct research, and propose solutions.• Interact effectively with clients, colleagues, and government authorities, demonstrating excellent written and verbal communication skills.• Provide insightful tax advice to clients, maintaining positive client relationships and delivering high-quality service.• Work independently on assigned tasks, grouping questions and open items to keep projects moving forward.• Review CPA Returns and sign Returns that are self-prepared.• Demonstrate knowledge of tax law specific to passthrough business entity types, such as S-corporations and partnerships.• Understand real estate concepts specific to tax, including cost segregation, MACRS depreciation, and Tangible Property Regulations. • Leverage expertise in individual income tax, including familiarity with concepts such as §469 passive loss limitations and §465 at-risk limitations.• Utilize accounting software, such as Quickbooks Online, to manage financial data effectively.Requirements• Minimum of 3 years of experience in a Tax Accountant role or similar capacity within the service industry.• Proficiency in Accounting Software Systems, including but not limited to ADP - Financial Services, CCH ProSystem Fx, CCH Sales Tax, and Intuit ProSeries.• Comprehensive understanding and application of accounting functions and procedures.• Demonstrated experience in auditing, ensuring compliance with relevant regulations, and preparing financial statements.• Solid knowledge of IRS regulations and ability to handle IRS-related issues effectively.• Excellent communication and interpersonal skills for effective collaboration with team members and clients.• Ability to manage multiple tasks and projects simultaneously while maintaining attention to detail.• Bachelor's degree in Accounting, Finance, or related field is preferred.• detail oriented certification such as Certified Public Accountant (CPA) is highly desirable.• Strong analytical and problem-solving skills to effectively address complex tax-related issues.• High level of integrity and detail oriented ethics.• Proficient in Microsoft Office Suite, particularly Excel. • Strong organizational and time management skills.• Ability to work independently and as part of a team.Job typePerm