Tax Supervisor

Tax Supervisor

We are seeking a highly qualified candidate with at least 7 years of recent public accounting experience for mid-sized clients and complex tax and entity structures. The candidate must have excellent communication and interpersonal skills in dealing with clients as well as possess strong leadership skills. We work closely with our clients, most of which being closely-held businesses, wherein we handle all aspects of tax, accounting, and consulting for such businesses and their owners; the candidate must have both tax and accounting experience.

We are a boutique CPA firm operating in South Orange County, CA for over 40 years. We have a congenial work environment that offers a respectful work/life balance.

Key Responsibilities:

• Use current knowledge of tax laws and guidance to review individual, corporate, partnership, trust, and exempt entity tax returns and workpapers prepared by staff.
• Year-round consultation with clients, to provide tax modeling and projection planning;
• Develop strong working relationships with clients;
• Maintain knowledge of tax regulation changes, guidance, credits, and other tax related items as needed;
• Lead and mentor staff promoting professional development and collaboration

Qualifications:

• Bachelor’s Degree in Accounting, or equivalent, a must;
• Master's Degree in Tax, preferred;
• CPA or Enrolled Agent Certification, a must;
• Minimum of 7 years recent tax oriented, public accounting experience, with continued increase in responsibility and leadership;
• Working knowledge of Lacerte Tax Program, Lacerte Income Tax Planner, CCH Engagement and SurePrep;
• Proficiency in Excel, Word, Outlook and Quickbooks;

Must have excellent professional communication, interpersonal, analytical and research skills;

Job Type: Full-time

Pay: $110,000.00 - $140,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Opportunities for advancement
• Paid time off

Education:

• Bachelor's (Required)

Experience:

• public accounting: 7 years (Required)

License/Certification:

• CPA License (Preferred)
• Enrolled Agent License (Preferred)

Work Location: In person