Tax Manager

Position Title: Tax Manager
Location: Westlake Village, CA (hybrid)
Employment Type: Full-Time
Experience Level: 5+ Years Job Summary:
The Tax Manager will oversee the preparation and review of federal, state, and local tax returns for individuals, businesses, and entities, with a focus on HNWIs and real estate clients, while managing a generalist client portfolio. This role involves preparing complex tax returns, reviewing work prepared by junior staff, and ensuring compliance and accuracy in a fully remote environment. The ideal candidate is proactive, detail-oriented, and adept at managing client relationships and team workflows.

Key Responsibilities: Prepareandreviewcomplexfederal,state,andlocaltaxreturnsforindividuals(Form1040),partnerships(Form1065),corporations(Form1120/1120S),andtrusts,ensuringcompliancewithIRSandstateregulations. SpecializeintaxreturnsforHNWIs(e.g.,multi-statefilings,investmentincome,trusts,andestates)andrealestateclients(e.g.,1031exchanges,costsegregation,passivelosses). Manageageneralistclientbook,addressingtaxneedsacrossvariousindustriesandcomplexities. Reviewtaxreturnspreparedbyjuniorstaffforaccuracy,completeness,andcompliance,providingconstructivefeedbackandguidance. Conductin-depthtaxresearchtoaddresscomplexissues,particularlyforHNWIsandrealestatetransactions,andapplyfindingstoclientdeliverables. Developandimplementtaxplanningstrategiestominimizeliabilitiesforclients,withafocusonHNWIsandrealestateinvestors. Serveastheprimarypointofcontactforclients,communicatingviaemail,phone,orvideoconferencingtodiscusstaxstrategies,resolveissues,anddeliverresults. Superviseandmentorjuniortaxpreparers,ensuringqualitycontrolandadherencetodeadlines,especiallyduringpeaktaxseason(January–April). Maintainorganizedclientrecordsusingtaxsoftwareandcloud-basedsystems,ensuringdatasecurityandaccessibility. StaycurrentontaxlawchangesaffectingHNWIs,realestate,andsmallbusinesses,andcommunicateupdatestoclientsandteammembers. AssistwithresolvingIRSorstatetaxnotices,audits,orinquiries,representingclientsasneeded. Collaborateremotelywithfirmleadershipandstafftostreamlineprocessesandimproveservicedelivery. Qualifications: Minimumof 5yearsofexperienceintaxpreparationandreview,preferablyinaCPAfirm,taxfirm,orsimilarsetting,withdemonstratedexpertiseincomplexreturns. Provenabilitytoprepareandreviewindividual,business,andtrusttaxreturns,withafocusonHNWIsandrealestate-relatedfilings. Strongproficiencywithtaxpreparationsoftware(e.g.,CCHAxcess,UltraTax,IntuitProConnect,orDrake)andMicrosoftOfficeSuite. In-depthknowledgeoffederalandstatetaxcodes,withadvancedresearchskillsforcomplextaxscenarios. Exceptionalcommunicationandclientmanagementskills,withtheabilitytoexplaintechnicaltaxconceptsclearly. Strongleadershipandmentoringabilitiestoguidejuniorstaffinaremotesetting. Highlyorganized,withexcellenttime-managementskillstohandlemultipleclientsanddeadlines. Comfortableusingremotecollaborationtools(e.g.,Zoom,MicrosoftTeams,Slack)andcloud-basedsystems Bachelor’sdegreeinAccounting,Finance,orarelatedfieldrequired;Master’sdegreeinTaxationorAccountingisaplus. CertifiedPublicAccountant(CPA);candidatesinprogresstowardcertificationwillbeconsidered. Preferred Skills: ExperiencedevelopingtaxplanningstrategiesforHNWIsandrealestateclients. Knowledgeofmulti-statetaxationandinternationaltaxissuesforHNWIs. Work Environment: In-office/Hybrid position with flexible hours, though availability during tax season (January–April) is critical. Compensation:

Competitivesalarybasedonexperience,rangingfrom$100,000–$140,000annually.
• 401k 4% match, health, dental, vision insurance.

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