Tax Manager

JOB DESCRIPTION

Job Title: Tax Manager
FLSA Status: Exempt
Location: Woodland Hills
Department: Tax
Reports to: Partner/Senior Manager Group

SUMMARY OF RESPONSIBILIES

The Tax Managers role is responsible for reviewing complex and advanced tax returns while ensuring technical accuracy and adherence to firm and regulatory standards. They play a key role in refining and implementing firm processes and procedures, managing workflow distribution, and overseeing scheduling to support operational efficiency. Tax Managers provide leadership through training, coaching, and ongoing feedback, setting a strong professional example for supervisors, seniors, staff, and interns. In addition, they actively participate in manager-level and committee meetings and lead firm initiatives focused on developing people, strengthening client relationships, and promoting a safe and collaborative workplace, serving as trusted mentors across the organization.

QUALIFICATIONS

To perform this job successfully, the incumbent must be able to perform each essential core competency function satisfactorily. The requirements listed are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform these functions. The incumbent must be able to work a flexible schedule which includes 55+ hours a week during tax season.

Managers must possess Bachelor of Accountancy as well as a CPA or EA license.  This may be substituted with equivalent years of experience and continued education in some cases.

DUTIES AND RESPONSIBILITIES

• Achieve monthly and annual charge hour goals as well as review and analyze staff hour reports.
• Review of payroll tax, sales tax returns, and Business Property Statements.
• Review of advanced C-Corporation, Partnership, S-Corporation, Personal, Non-Profit and Trust tax returns.
• Review of Corporate and Personal tax planning.
• Prepare Estate tax planning, specialized partnership allocations, stock sales and ownership changes.
• Ability to conduct intermediate technical research to resolve technical issues with new and existing clients.
• Participate in manager meetings and as members of committees as assigned.
• Lead staff meetings and evaluations, weekly scheduling management meetings and participate in mentoring program.
• Hold weekly check-in meetings with assigned staff.
• Review staff utilization and charge hours
• Manage supervisor, senior and staff workflow distribution and scheduling for maximum efficiency.
• Develop firm processes and procedures and set professional conduct and leadership examples for seniors and staff.
• Facilitate in-house training and meetings and provide one on one feedback to staff.
• Plan and partake in firm recruiting events as well as participate in intern selection, training and feedback process.
• Explain billing to clients, address realization issues and manage billing process by analyzing WIP and providing invoice totals.
• Lead client services meetings and develop new business through networking and marketing initiatives.

KNOWLEDGE AND SKILLS REQUIREMENTS:

• Ability to understand schedules of tax forms, entity type setup, formation and dissolution, retirement plan options, foreign entity reporting, section 1031 exchanges, basic foreign/multistate returns, POL, PAC and LM2 tax returns and specialized tax credits.
• Develop specialized knowledge in a specific industry.
• Participate in advanced continued education as well as leadership and management training.
• Be familiar with accounting related software, including but not limited to CFS, QuickBooks, , Adobe Acrobat, Axcess Tax, Engagement, CCH Workstream.
• Working knowledge of Microsoft Office Suite.
• Strong written and verbal communication skills.

Compensation dependent on experience $130k-$150k.

To apply to this position, please fill out the contact form below or send your resume to recruiting@dk.cpa.