Overview
We are seeking a highly skilled and detail-oriented Tax Manager to join our dynamic team. The ideal candidate will possess a strong background in tax compliance and planning, with the ability to manage complex tax issues for our clients. This role requires a strategic thinker who can provide expert guidance on tax-related matters while ensuring compliance with all applicable laws and regulations.
Duties
- Oversee the preparation and filing of federal, state, and local tax returns for individuals and businesses.
- Conduct thorough reviews of financial statements to ensure accuracy and compliance with tax regulations.
- Manage general ledger reconciliation and balance sheet reconciliation processes.
- Collaborate with clients to develop effective tax strategies that align with their financial goals.
- Utilize accounting software such as Xero, Quicken, Sage, and other tools for efficient financial statement preparation.
- Provide insights on asset management and private equity investments to optimize tax outcomes.
- Stay updated on changes in tax laws and regulations to ensure compliance and mitigate risks.
- Lead a team of tax professionals, providing mentorship and training as needed.
Experience
- Proven experience in technical accounting and tax management.
- Strong knowledge of financial sales principles and practices.
- Familiarity with private equity structures and their tax implications is preferred.
- Demonstrated expertise in financial statement preparation and analysis.
- Excellent analytical skills with attention to detail in all aspects of work.
- Ability to communicate complex tax concepts clearly to clients and team members.
- Experience working with various accounting software platforms, including Xero, Quicken, Sage, etc.
Job Type: Full-time
Pay: $129,191.00 - $137,917.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible schedule
- Health insurance
- Paid time off
- Vision insurance
Schedule:
- Monday to Friday
Experience:
- Tax experience: 5 years (Required)
License/Certification:
- CPA (Required)
Work Location: Hybrid remote in San Diego, CA 92101
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