Tax Manager – CPA, EA
Edge Staffing
Tax Supervisor – CPA/EA
Edge Staffing
full-time
Posted on:
Location Type: Hybrid
Location: Tustin • California • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Review tax return and financial statement workpapers to firm standards.
- Plan and schedule engagements effectively.
- Interface directly with clients and clients’ management to obtain required information.
- Supervise fieldwork and review compilation and review financial statement engagements, including footnotes.
- Perform diverse accounting and tax assignments under the direction of a manager or partner.
- Direct, instruct, and review the work of staff accountants.
- Prepare complex business and individual tax returns and provide tax planning as needed.
- Manage a broad range of accounting tasks with minimal direct participation of managers or partners.
- Oversee technical aspects of client engagements and primarily report to partners.
Requirements
- Bachelor’s degree in Accounting; Master’s degree in Taxation preferred.
- Minimum of 4 years of experience in public accounting, with demonstrated progression in tax return complexity.
- Active CPA or EA license in good standing.
- Member in good standing with the American Institute of CPAs (AICPA).
- Minimum of 40 hours of continuing education annually to maintain and develop technical and business skills and licensing requirements.
- Knowledge of accounting principles and personal and business income tax.
- Excellent communication skills, both written and verbal.
- **Key Success Factors:**
- Friendly, team-oriented attitude and professional communication with clients and co-workers.
- Commitment to continually improving accounting and bookkeeping skills.
- Detail-oriented with excellent verbal and written communication.
- Strong problem-solving, critical thinking, and decision-making abilities.
- Interest in evaluating and improving firm processes for greater efficiency and effectiveness.
- Ability to complete tasks accurately and on time, applying strong accounting and tax knowledge.
- Demonstrated ability to develop interns, staff, and senior accountants through leadership and mentoring.
- Involvement in business development, networking, and professional community engagement.
- Participation in firm management activities and dedication to continuous learning and growth.
Benefits
- Competitive salary commensurate with experience and qualifications.
- Performance bonuses (if applicable).
- 401(k) with employer match (if applicable).
- Health insurance with optional dental and vision coverage (if applicable).
- Additional workplace perks (as applicable).
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
tax return preparationfinancial statement reviewaccounting principlestax planningaccounting tasks managementproblem-solvingcritical thinkingdecision-makingmentoringbusiness development
Soft skills
communication skillsteam-oriented attitudedetail-orientedprofessional communicationcommitment to improvementtime managementleadershipnetworkingcommunity engagementcontinuous learning
Certifications
CPAEABachelor’s degree in AccountingMaster’s degree in TaxationAICPA membership
