ACCUDATA ACCOUNTING ADVISORS
CPA Partner/ Senior Tax Manager
ACCUDATA ACCOUNTING ADVISORS, Laguna Beach, California, us, 92652
Benefits:
Training & developmentVision insuranceRelocation bonus401(k) matchingBonus based on performanceCompany partiesCompetitive salaryDental insuranceFlexible scheduleFree food & snacksHealth insuranceOpportunity for advancementPaid time offParental leave
Job Description
We are searching for a Partner/Senior Tax Manager to join our firm in Orange County. In this role, you will be reviewing and preparing tax returns for high-net-worth clients. We focus on high-net-worth individuals, businesses, trusts, and estate tax returns. We firmly believe in work-life balance and make this a priority for our staff offering flexible work schedules. Our firm has experienced significant growth and based on this growth, we need an experienced individual with tax knowledge and experience in reviewing and preparing tax returns. We are a Cloud-based accountant firm with a paperless procedure.
Responsibilities:
Review and prepare federal and state income tax returns for individuals (1040), partnerships (1065), and corporations (1120 and 1120S) income tax returns to satisfy compliance requirements and support effective business/tax planning.Developing tax strategies to assist clients in being tax-compliantPerform budget and cash flow projections.Monitoring developments in tax legislation, Informing management and staff of developments in tax legislationSupervising, training, and mentoring Tax preparer staffIdentifying tax problems and developing solutionsCompleting responses and schedules in preparation for income tax auditsUse applicable federal, state, and local tax law to determine deductions and how much each client will pay or earn on the returnComplete and file tax documents with appropriate agencies, like the IRS, state, and local government entitiesBuild customer relationships to promote and expand the business
Qualifications of the Tax Preparer:
Previous experience in public accountant firm preferred (7 years plus)2+ years of management/supervisory experience requiredFundamental knowledge of GAAP and tax regulationExperience with major tax preparation software (Lacerte, Office Tools, SmartVault, Excel, QuickBooks, Sharefile experience)QuickBooks programs, Office Suite, and other reporting toolsDetail and deadline-orientedStrong analytical and problem-solving skillsExcellent written and verbal communication skillsExcellent organizational skills with a bias toward efficiencyExcellent time management, judgment, poise, and professionalism
Must-Have:
Current California CPA License or Master's Degree in TaxProficient in Lacerte Tax Preparation SoftwareProficient in QuickBooks accounting, Office Tools software
Compensation:
Up to $250K plus bonuses + relocation package (if necessary)100 % employer-paid medical, dental, and vision for employees3% company 401K matching with no vesting period24 days Paid Time Off accrued annually including 9 holidaysAfter 3 years, PTO increases to 31 days including 9 holidaysFlexible time off (if necessary), hybrid 3-4 days/ week in officeBonus based on performance
Flexible work from home options available.#J-18808-Ljbffr
Training & developmentVision insuranceRelocation bonus401(k) matchingBonus based on performanceCompany partiesCompetitive salaryDental insuranceFlexible scheduleFree food & snacksHealth insuranceOpportunity for advancementPaid time offParental leave
Job Description
We are searching for a Partner/Senior Tax Manager to join our firm in Orange County. In this role, you will be reviewing and preparing tax returns for high-net-worth clients. We focus on high-net-worth individuals, businesses, trusts, and estate tax returns. We firmly believe in work-life balance and make this a priority for our staff offering flexible work schedules. Our firm has experienced significant growth and based on this growth, we need an experienced individual with tax knowledge and experience in reviewing and preparing tax returns. We are a Cloud-based accountant firm with a paperless procedure.
Responsibilities:
Review and prepare federal and state income tax returns for individuals (1040), partnerships (1065), and corporations (1120 and 1120S) income tax returns to satisfy compliance requirements and support effective business/tax planning.Developing tax strategies to assist clients in being tax-compliantPerform budget and cash flow projections.Monitoring developments in tax legislation, Informing management and staff of developments in tax legislationSupervising, training, and mentoring Tax preparer staffIdentifying tax problems and developing solutionsCompleting responses and schedules in preparation for income tax auditsUse applicable federal, state, and local tax law to determine deductions and how much each client will pay or earn on the returnComplete and file tax documents with appropriate agencies, like the IRS, state, and local government entitiesBuild customer relationships to promote and expand the business
Qualifications of the Tax Preparer:
Previous experience in public accountant firm preferred (7 years plus)2+ years of management/supervisory experience requiredFundamental knowledge of GAAP and tax regulationExperience with major tax preparation software (Lacerte, Office Tools, SmartVault, Excel, QuickBooks, Sharefile experience)QuickBooks programs, Office Suite, and other reporting toolsDetail and deadline-orientedStrong analytical and problem-solving skillsExcellent written and verbal communication skillsExcellent organizational skills with a bias toward efficiencyExcellent time management, judgment, poise, and professionalism
Must-Have:
Current California CPA License or Master's Degree in TaxProficient in Lacerte Tax Preparation SoftwareProficient in QuickBooks accounting, Office Tools software
Compensation:
Up to $250K plus bonuses + relocation package (if necessary)100 % employer-paid medical, dental, and vision for employees3% company 401K matching with no vesting period24 days Paid Time Off accrued annually including 9 holidaysAfter 3 years, PTO increases to 31 days including 9 holidaysFlexible time off (if necessary), hybrid 3-4 days/ week in officeBonus based on performance
Flexible work from home options available.#J-18808-Ljbffr