NKSFB

Tax Manager

NKSFB

full-time

Posted on:

Location Type: Hybrid

Location: Westwood • California • United States

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Salary

💰 $130,000 - $160,000 per year

About the role

  • Lead the team responsible for completing all client tax returns
  • Maintain a strong rapport with clients and serve as a liaison between staff and Partners
  • Oversee various tax initiatives and tax planning strategies to ensure compliance
  • Review partnership, individual and trust tax returns and tax projections, including numerous multi-state returns
  • Correspond with state and federal government agencies relating to client tax notifications received
  • Provide guidance and support to tax staff and other team members with relevant tax and software questions
  • Assist with document gathering efforts for state and federal audits
  • Identify and research tax issues applicable to client transactions
  • Mentor staff towards the achievement of internal and personal goals
  • Attend client meetings with Partners to help build and manage client relationships
  • Work extended hours as needed
  • Other related duties as assigned

Requirements

  • Bachelor’s degree in accounting, or related business field (3.0 GPA or better)
  • Certified Public Accountant or Enrolled Agent required
  • 5 plus years of experience leading a team of tax professionals
  • 7 plus years of related tax experience at a public accounting firm/or family office
  • In-depth knowledge of tax concepts and regulations related to individuals, C corporations, S corporations, partnerships, estates, and trusts
  • Strong working knowledge of tax return workflow and ability to adapt
  • Ability to identify, analyze and resolve issues, perform research, and demonstrate critical thinking to implement tax advice related to new legislation and planning
  • Ability to pay attention to detail, have excellent organization skills and ability to perform under deadlines
  • Proficiency with CCH Axcess, preferred
  • Understanding of Generally Accepted Accounting Principles
  • Competency in Microsoft applications including Word, Excel and Outlook
  • Strong verbal and written communication skills a must
  • Exceptional interpersonal skills
  • Friendly and professional demeanor
  • Ability to work well with a team and pitch in when needed.
Benefits
  • Medical, Dental and Vision coverage
  • Flexible Spending Account
  • Basic Life and AD&D
  • Voluntary Life and AD&D
  • Long Term Disability
  • Voluntary Critical Illness and Cancer, Hospital Indemnity and Accident Coverage
  • Genetic Screening and Cancer Support
  • Pet Insurance
  • Accrue 20 PTO days annually
  • 401k, Match and Profit-Sharing Plan
  • 10 Paid Holidays and 1 Floating Holiday
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
tax return preparationtax planning strategiestax compliancetax issue researchtax projectionsmulti-state tax returnstax workflowcritical thinkingattention to detailorganization skills
Soft Skills
leadershipcommunication skillsinterpersonal skillsmentoringteamworkproblem-solvingadaptabilityprofessional demeanorclient relationship managementability to work under deadlines
Certifications
Certified Public AccountantEnrolled Agent