Tax Senior Manager

JOB DESCRIPTION

Job Title: Tax Senior Manager
FLSA Status: Exempt
Location: Woodland Hills
Department: Tax
Reports to: Partners

SUMMARY OF RESPONSIBILIES

The Tax – Senior Manager role will possess advanced technical skills in tax and accounting, reviewing and resolving issues with a wide variety of complex tax returns.  They will take leadership roles in professional, business and community organizations, participate in manager and committee meetings and head up firm initiatives to grow the firm’s people, clients and safety.  They will be responsible for overseeing firm processes and procedures and ensure that the Supervisors and Managers manage workflow distribution, scheduling, training and feedback smoothly. .

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.

Senior Tax 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 Form 1099’s, Sales tax returns, Business Property Statements and Business Licenses.
• 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.
• Tax audit representation.
• Ability to conduct intermediate technical research to resolve technical issues on new and existing clients.
• Carry out practice management activities, lead in manager meetings and serve as members of committees as assigned.
• Lead staff meetings and evaluations, weekly scheduling management meetings and participate in mentoring program.
• Manage supervisor, senior and staff workflow distribution and scheduling for maximum efficiency.
• Fine-tune firm processes and procedures and set professional conduct and leadership example to all staff.
• Oversee in-house training and meetings and provide one-on-one feedback to staff.
• Take part in billing process by analyzing WIP and providing invoice totals.
• Lead client services meetings and develop new business through networking and marketing initiative within their specialty. Act as primary client advisor beyond compliance.
• Cross service coordination to clients in other areas such as DK Wealth, CAS, CASHR and other specialty services
• Involvement in the firm’s strategic plan

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.
• Familiar with Accounting related software, to include CFS, AME, CSA, QuickBooks, Adobe Acrobat, Prosystems Engagement, CCH AnswerConnect and Axcess.
• Working knowledge of Microsoft Office Suite.
• Strong written and verbal communication skills.

Compensation dependent on experience $180k-$210k.

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