Tax Manager
Chatterton & Associates - Anaheim, CA
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Job Summary The Tax Manager, Tax Professional, works directly with clients to complete income tax returns and collaborates with cross-functional teams to provide a holistic financial approach and builds relationships. Qualifications & Duties * Answer client questions related to tax returns, tax estimates and tax-planning. * Develop and implement tax strategies to minimize tax liabilities. * Work directly with clients including but not limited to in-person and virtual appointments. * Manage a book of business both individual and corporate tax returns. * Prepare and review corporate and individual income tax returns. * Ability to manage multiple engagements. * Team ***** Collaborate with cross-functional teams to provide a holistic financial approach and build relationships. * Develop team members by providing leadership and tax knowledge. * Ensure timely filing of all required tax returns * Job Qualifications : * CPA or EA license required * Bachelor's degree in Accounting or Finance. A strong educational background in accounting or finance is required. * Extensive tax ***** 3 years in public accounting. Strong knowledge of individual and corporate income tax law (pass-throughs + C-corps), compliance and regulations. * Leadership and managerial ***** Proven experience in leading a team. Ability to provide guidance to team members, fostering a collaborative working environment. * Excellent communication ***** Strong verbal and written communication skills, with the ability to effectively communicate complex tax concepts. * Analytical and problem-solving ***** Strong analytical and problem-solving skills, with the ability to analyze tax issues and develop practical solutions. * Identify opportunities for clients to meet with our Wealth Team to discuss investment opportunities. * Client-focused ***** A strong commitment to providing exceptional client service and building long-term client relationships. Ability to understand client needs. * Ability to work under pressure and meet deadlines. * Microsoft Applications, QuickBooks Online, Lacerte Tax Software. Job ***** Full-time ***** $120,000.00 - $140,000.00 per year * 401(k) * 401(k) matching * Dental insurance * Flexible schedule * Health insurance * Opportunities for advancement * Paid time off * Retirement plan * Vision insurance * Work from home * Extended hours * Monday to Friday * ***** 1 year (Required) * Tax ***** 3 years (Required) * Team ***** 1 year (Preferred) License/***** * Enrolled Agent (Required) Ability to ***** * Anaheim, CA 92806: Relocate before starting work (Required) Work ***** In person
Created: 2024-10-22