Tax Manager

📋 Description

• Apply technical knowledge to prepare and review income, estate/trust, and gift tax returns.
• Review filings to determine federal, state and local requirements.
• Analyze and respond to IRS, state, and local notices.
• Participate in internal strategy discussions with clients and collaborate with advisors.
• Identify and resolve client tax-related questions and issues.
• Exhibit strong communication with clients, advisors, tax authorities, staff, and management.

🎯 Requirements

• BS/BA degree, accounting preferred.
• Valid CPA license.
• 6+ years individual, trust and gift tax return prep/review.
• Proficiency in income tax planning and compliance.
• Form 1041 Trust & Estate and Form 709 Gift return experience.
• Intuit Lacerte tax software experience preferred.

🎁 Benefits

• Medical: Blue Shield PPOs/HDHP with HSA and Kaiser HMO (CA).
• Dental insurance with MetLife.
• Vision insurance with VSP.
• Flexible spending accounts.
• Flexible working arrangements.
• Generous 401K contributions.