Senior Manager/ Partner CPA

Job Description

Job description

We are growing rapidly and searching for a CPA/ Partner to join our firm. Our firm has been established for over 20 plus years and is in downtown Laguna Beach. We are one of the largest and most well-known firms in the Laguna Beach Community. We focus on high-net-worth individuals, businesses, trusts, and estate tax returns. We firmly believe in work-life balance and make this a priority for our staff offering flexible work schedules. Our firm has experienced significant growth and based on this growth, we have a need for an experienced individual with extensive tax knowledge and experience.

Our ideal candidate would be able to review complex individual, business, fiduciary, and partnership tax returns.

This is not a remote job but we do offer flexibility. We will pay relocation expenses for the right candidate.

Responsibilities:

Technical review of individuals, corporate, fiduciary, and partnership tax returns

The ability to do technical research on complex tax issues to provide valuable service to clients

Demonstrating the ability to manage the preparation and review process of complex returns in a timely and efficient manner

Preparation of tax projections and other tax planning strategies

Review tax information supplied by the client; may meet with or call clients with questions

May assist with reviewing financial statement compilations when needed.

Interact closely with clients to provide innovative tax planning, consulting, and compliance expertise

Work closely with partners and staff on client management, practice development, and business development activities

Mentor and coach staff members effectively to improve their job skills

Requirements:

Bachelor’s degree in accounting or finance

CPA Certification

Master in Tax a plus

15+ years of recent practice in public accounting

Manager experience (5+ years)

Strong technical and analytical skills in tax accounting

Strong computer skills: proficiency in QuickBooks, Excel, Word, Tax Software (knowledge of Lacerte Tax software is a plus)

Detail-oriented and ability to multi-task.

Team skills, positive attitude, and high ethical standards.

Strong communication and organizational skills combined with attention to detail.

Here's why you should join us:

· Flexible hours with an ability to work remotely

· Flexible weekend hours during tax season

· Generally, no more than 55-60 hours per week during tax season

· Supported by a team of experts

· Grow within our firm

· Paid time off, including sick time and holidays

· 401(k) profit-sharing plan elective deferrals, and Firm contribution bonuses at the end of each tax season.

Other Perks:

Great company culture; team approach; friendly staff, one block from the beach, low-key beach environment,

Scenic commute to the office down PCH or through Laguna Beach Canyon

Job Type: Full-time

Salary: $170,000.00 - $220,000.00 per year

Benefits:

401(k)

Dental Insurance

Flexible schedule

Health insurance

Paid time off

Vision insurance

Schedule:

8-hour shift

Supplemental pay types:

Bonus pay

Application Question(s):

Must be able to commute

License/Certification:

Driver's License (Preferred)

CPA (Required)

Shift availability:

Day Shift (Required)

Work Location: One Location

Company Description

We have a special niche in our industry. We specialized in Estate and Trust.

Full-time