Please mention DailyRemote when applying
AI Summary
The Tax Manager will review tax returns for individuals, businesses, estates, and trusts, perform complex tax research, and respond to IRS notices while managing multiple clients and production goals. Responsibilities also include participating in business development, improving client service, and facilitating internal training.
Join our Team!
We work in an environment where everyone’s voice is heard
We are one of the largest regional accounting firms headquartered in Orange County, California. We’re accountants providing solid guidance, support & solutions to businesses, governments, and non-profits. Our outstanding employees are crucial to our unique, diverse culture and talent development, as well as our ability to attract clients successfully. At LSL, you will discover an atmosphere that motivates and encourages you to succeed personally and professionally.
Tax Manager
What you will be doing:
As a member of the tax team, the Tax Manager will work with a diverse client base and the primary responsibilities include:
- Review tax returns for individuals, business, estates, trusts and research unusual tax matters.
- Perform complex tax research for clients
- Reviews and responds to IRS notices
- Assist business partners with other financial aspects of business, taxes, financial, strategy, etc.
Manages multiple clients, budgets and production goals
- Participate with business development efforts, including but not limited to, meeting with prospective clients, preparing fee quotes and proposals, and evaluating clients’ needs.
- Identify and communicate creative ideas to improve client service, and entrepreneurial spirit to expand services with clients
- Be involved with professional organizations, conventions & conferences
- Participation in educational/training workshops for clients
- Facilitates in-house training
- Authors a minimum of two update articles or blogs per year
- Business Development – Develop prospective contacts and relationships beneficial to the Firm and turn them into business opportunities.
- Punctually enters time and expenses to support efficient billing processes.
Participate in the firm recruiting program, developing a rapport with candidates. - Identify and communicate creative ideas to improve client service, and entrepreneurial spirit to expand services with clients
Supervisory Responsibilities:
- Minimum of two (2) years’ experience in a supervisory position.
- Monitor and check staff performance levels, ensuring that work is carried out within set deadlines, budget, and quality standards.
- Responsible for the development, coaching and training of all levels of staff.
- Participates in reviews and evaluations of accounting professionals.
- Demonstrated ability to plan and organize projects
Preferred Qualifications:
- Bachelors Degree in Accounting/Taxation, Finance or other business related field; Master's degree preferred
- Active California CPA license required
- Five (5) to seven (7+) years tax experience in public accounting, demonstrating a proven progression in complexity, scope, preparing tax returns
- Required: Proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint and Teams)
- Required: Proficiency in CCH Access, SurePrep, BNA Tax Planner and QBO
- Knowledge of Practice CS and PowerBi, preferred.
At LSL CPAs, we offer competitive compensation and benefits package along with a supportive team-focused environment. Our remote work environment allows you the freedom to manage your personal commitments while staying dedicated to serving our clients.
Work Authorization:
Must be authorized to work in the United States permanently without the requirement of sponsorship at any point in the future.
Automatically Apply to the Best Remote Jobs
Stop the endless job search. Our AI finds and applies to the best jobs for you.
