Tax Manager – Senior Tax Manager

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November 1

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We are a first-of-its-kind, highly specialized advisory tailor-made for physicians. Diligently researched, we are focused on the unique challenges, desires, and needs of doctors, whatever form that takes. We’re experts in your unique career journey and have created a range of products and services to help you build a brighter financial future.

11 - 50 employees

💰 $12M Series A on 2023-04

📋 Description

• 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 any follow-ups that result. • Oversee client’s strategic planning activities. • Oversee preparation and analysis of dental practice buyer financial due diligence. • Oversee, prepare and review client tax projections for estimated tax payments and future tax liabilities. • Oversee tax notice resolutions. • Oversee government audits. • Monitors and manages assigned accounts to ensure required work is performed on schedule with the client’s internal Service Team. • Research and answer client’s accounting and tax questions. • Stay up to date and research new tax laws and prepare internal educational materials. • Consistently remains alert to client satisfaction, address client needs, with timely follow-up and communicates appropriate information to engagement partners and personnel. • Build and maintain successful relationships with clients, their personnel and our staff. • Model excellent performance and approach to their work and have the ability to train others in areas of expertise. • May manage tax employees; formally or informally.

🎯 Requirements

• Bachelor’s degree in Accounting required, Master's degree in Finance or MBA preferred • 5+ years of successful CPA firm experience and/or Big 4 experience, with heavy business tax experience (corp, partnership, individual, trust) • Active CPA licensure and willingness to obtain CA CPA • Knowledge of California tax laws, preferred • Display comprehensive technical tax and accounting knowledge relating to the current business state and federal tax codes • 7+ years of successful CPA firm experience and/or Big 4 experience, with heavy business tax experience (corp, partnership, individual, trust) • Active CPA licensure and willingness to obtain CA CPA • Experience taking the lead on client relationships

🏖️ Benefits

• An attractive total compensation package • Employer-sponsored health insurance (medical, dental, vision) • 401k + **5%** match