Job Details

Alliance Resource Group has exclusively partnered with a boutique tax and wealth management firm in South OC that is looking to hire a senior tax manager. Ideally, this senior tax manager will be one of the firm's next partners.

If you are an experienced tax professional with a strong work ethic that is looking to lead a growing, profitable CPA practice, then you may be right for this position.

Job Description ("What You'll Do")

• Facilitate and manage the preparation and review of Individual and Business Tax Returns
• Review tax returns and quarterly/yearly tax projections
• Manage members of the tax team as they prepare components of the tax returns and other tax filings/documents
• Prepare complex tax returns and identify tax planning opportunities
• Complete continued education courses and stay up to date on tax law
• Collaborate and coordinate with wealth management team to maximize value-add services

Qualifications ("What You'll Bring")

• Bachelor's Degree in Accounting and Certified Public Accountant (CPA)
• Masters in taxation, a plus not a necessity
• Minimum of 6+ years of experience in tax work and accounting software experience
• Working knowledge of Lacerte and QuickBooks (helpful, but not required)
• Excellent verbal and written communication skills with strong customer service skills
• Must be well-organized, accurate, and detail-oriented
• Ability to multi-task, work well under pressure, and meet deadlines

Benefits

• Profit sharing contribution
• Company-paid Medical Insurance
• Paid time off
• Paid relocation assistance