• Recruit, interview, and assist in hiring seasonal temporary team members.
• Support onboarding activities to ensure new hires are prepared for successful integration into the BT Prep organization.
• Directly manage a team of up to 100 seasonal employees throughout the busy season.
• Monitor employee productivity, attendance, scheduling, and hours worked to ensure operational goals are achieved (output standards are executed).
• Track team performance and proactively identify productivity, quality, or engagement concerns.
• Provide coaching, feedback, and ongoing performance management to seasonal employees.
• Manage performance escalations, including quality concerns, attendance issues, coaching conversations, documentation, and coordination with People Solutions as appropriate.
• Ensure team members consistently follow established BT Prep processes, procedures, and quality standards.
• Communicate priorities, operational updates, and expectations to team members through regular meetings and follow-up communications.
• Partner closely with fellow managers and BT Prep leadership to support a seasonal workforce of more than 400 temporary employees.
• Participate in weekly manager meetings and other operational planning sessions.
• Collaborate across the management team to share best practices, resolve issues, and ensure a consistent employee experience.
• Escalate operational risks and recommend process improvements that enhance efficiency and the overall team experience.
• Foster a positive, inclusive, and engaging team culture throughout the busy season.

Temporary Manager, BT Prep Operations – Seasonal Tax

• Manage and execute resource management process for assigned population
• Facilitate scheduling of resources to appropriate client assignments based on timing, travel, levels, skills, and other necessary requirements
• Drive scheduling process to prepare for future deadlines; balance capacity with open needs and proposing solutions to maximize utilization and drive profitability
• Use scheduling tools to forecast hours, track utilization, and monitor overall headcount
• Facilitate meetings with Managers and Partners on a weekly basis, providing updates as needed
• Ensure staff profiles and schedules are accurately maintained in the scheduling database; making necessary changes on a recurring basis
• Generate and analyze resource management reports, including availability reports, billable hour forecasts and actual vs scheduled variance data
• Monitor chargeable hours, overtime, and travel to ensure work is fairly distributed
• Drive consistency by implementing resource management processes and teaming with personnel to ensure compliance
• Build relationships with client serving personnel at all levels through effective communications and a high degree of professionalism
• Gain understanding of the skills, experiences, and career goals of professional staff to ensure optimal client assignments alignments
• Proactively communicate with Managers, Partners and industry leaders to ensure population is effectively utilized
• Facilitate the resolution of conflicting assignments and flag availability of staff to ensure engagements are staffed appropriately
• Field scheduling questions, tailoring responses based as needed; elevating to Manager of Resource Management when necessary
• Collaborate across Firm functions and within internal team
• Liaise with resource managers across other business units for effective and efficient allocation of resources
• Support strategic resource management projects and initiatives throughout the year
• Coordinate with the human resource and recruiting teams on the hiring and on-boarding of campus and experienced hire talent, including intern programs
• Participation in semi-annual and annual performance calibration meetings for professional staff

Tax Deployment Manager

• Be a trusted member of the engagement team providing various tax and advisory services to nonprofits
• Provide tax compliance, consulting, and planning services to tax-exempt organizations
• Participate in tax research projects on a variety of tax issues
• Partner with tax leaders on complex nonprofit tax engagements and special projects
• Develop recommendations for clients and share with leadership
• Learn and grow from direct on the job coaching and mentoring
• Utilize entrepreneurial skills to network and build strong relationships
• Support the growth and development of team members

Tax Senior Associate – Not for Profit

• Develop and implement proactive tax planning strategies for high-net-worth clients and business owners, aligning recommendations with overall financial goals.
• Review tax planning strategies and estimates, providing actionable insights for complex client scenarios.
• Research and analyze complex tax transactions and topics, communicating findings and recommendations clearly to clients and internal teams.
• Manage assigned client relationships, tax projects, and workflow during tax season, ensuring timely and accurate deliverables.
• Provide subject-matter tax expertise to clients, advisors, and firm leadership to support integrated wealth management solutions.
• Review and signing of complex individual, trust, partnership, foundation and corporate tax returns, ensuring accuracy and compliance, as required.
• Responsible for coordination, review and delivery of multi-family, multi-tax return groups (i.e., parents, children, trusts, and other entities) and ensuring a concierge experience for our highest net worth clients.
• Deliver finalized tax return packages to clients, as needed.
• Analyze IRS and state notices, preparing or reviewing responses as needed.
• Work directly with taxing authorities on resolving client tax issues.
• Contribute to the review and enhancement of internal policies and procedures for a fully integrated tax strategy practice.
• Provide subject matter for educational and promotional materials, such as presentations, articles, and marketing content.
• Present tax concepts to advisors, clients, prospects, and centers of influence (COIs) at events and workshops.
• Serve as a mentor and role model for tax and planning team members, fostering a collaborative and growth-oriented environment.
• Assist in training and developing staff through hands-on guidance and interactive team engagement.
• Offer feedback on training programs for new tax team members and advisors.
• Maintain a team-first mindset by assisting colleagues and stepping in when needed.
• Perform additional duties as assigned to support client service and firm objectives.

Senior Tax Strategy Advisor

• Lead projects in the areas of energy tax credits and R&D tax credits
• Manage R&D projects with a focus on growing R&D tax credit engagements for Energy companies
• Manage Energy Tax Credit projects, including PWA engagements for energy projects
• Drive business development and sales growth
• Exhibit proven leadership and project management skills

Senior Manager, Energy and R&D Tax Credit

• Prepare and review federal, state, and local tax returns for individuals, partnerships, S-corporations, trusts, and estates
• Work on complex Flowthrough and/or PCS engagements, including real estate, family offices, and closely held business structures
• Identify, research, and resolve tax technical issues and apply findings to client situations
• Assist with tax planning strategies, projections, and entity structuring to optimize client outcomes
• Collaborate with Managers and Directors on client deliverables and tax strategy execution
• Review work prepared by Associates and provide coaching and feedback to support development
• Serve as a primary point of contact for clients, maintaining strong relationships and delivering exceptional service
• Stay current on federal, state, and local tax legislation and communicate relevant updates to the team
• Contribute to process improvements and team efficiencies

Senior Tax, PCS/Flowthrough

• Lead tax due diligence for middle-market transactions
• Conduct diligence across income tax, sales tax, property tax, payroll tax, and unclaimed property
• Prepare and present due diligence reports
• Analyze deal structures
• Support post-transaction integration
• Perform initial and/or final review of manager, tax senior, tax staff and intern work products
• Act as primary client point of contact for the firm
• Identify opportunities for value added services for clients by staying abreast of their business needs
• Coach and mentor staff to assist with enhancing their skills and further develop their career
• Anticipate, identify, and resolve complex tax-technical issues
• Effectively manage expectations, internal and external, concerning changes in project deliverables and/or deadlines

M&A Tax Manager

• Lead OpenAI's global tax infrastructure strategy supporting hyperscale AI infrastructure expansion.
• Develop and execute tax strategies supporting site selection, data center development, and long-term infrastructure investments.
• Structure, negotiate, and administer complex state, local, federal, and international incentive programs, including property tax abatements, PILOT agreements, sales and use tax incentives, grants, investment tax credits, and other economic development programs.
• Partner closely with Infrastructure, Real Estate, Finance, Treasury, Legal, Public Policy, Energy, and Engineering throughout the lifecycle of major infrastructure projects - from early site evaluation through construction and ongoing operations.
• Lead tax due diligence, financial modeling, and incentive valuation for new infrastructure investments and strategic expansion opportunities.
• Establish scalable governance processes to manage incentive compliance, reporting obligations, audit readiness, and ongoing stakeholder communications.
• Partner with Tax Technology and Financial Engineering teams to automate property tax, incentive administration, and indirect tax processes while improving data quality and operational efficiency.
• Build executive-level reporting that communicates financial impact, investment returns, tax savings, compliance status, and strategic risks across the infrastructure portfolio.
• Serve as OpenAI's primary tax advisor on infrastructure transactions, public-private partnerships, energy investments, and large-scale capital deployment initiatives.
• Build strong relationships with state and local governments, economic development organizations, utilities, external advisors, and industry partners.
• Monitor legislative and regulatory developments affecting data centers, AI infrastructure, energy, property taxation, and government incentives, translating emerging policy into actionable business strategy.

Tax Director – Infrastructure & Incentives

• Responsible for organizing and coordinating clients’ tax data for the accurate, timely completion of tax returns.
• Reviews tax information submitted by client for completeness.
• Possesses knowledge of tax regulations in order to answer clients’ questions.
• Prepares personal tax returns of various complexities through utilization of computer software.
• Prepares corporate, partnership, and S-corp returns not requiring advanced expertise.
• Prepares amended returns of any variety and complexity.
• Prepares personal tax projections through utilization of computer software.
• Responds to tax notices of any sort and does initial drafts of any letters required.
• Performs tax research projects requiring minimal expertise.
• Completes S-election and requests for accounting changes, as required.
• Makes adjusting entries and completes trial balances in order to prepare a tax return.
• Maintains a good understanding of depreciation and depreciation computer software package in order to set up clients and read and understand depreciation reports.
• Prepares tax accruals as may be required in preparing corporate tax returns.

Tax Associate

• Prepare and review the US and Canada income tax compliance including the U.S. federal, state and local income tax returns and estimated taxes
• Prepare and review the monthly and quarterly U.S. indirect tax compliance including sales tax, use tax, gross receipts tax and property tax
• Manage the R&D tax credit and SRED credit studies with the support of external service providers
• Assist with the Company’s ASC 740 income tax provision for interim and annual income tax provisions, as reported in the Company’s SEC Form 10-K/10-Q filings
• Build cross functional relationships with the broader finance organization

Senior Tax Manager

• Provide tax compliance and consulting to a diverse base of flow-through clients in the Real-Estate, Crypto Currency, Venture Capital, REIT projects, Private Equity and/or Wine Industry.
• Work with clients to minimize their federal, state, and local tax liability.
• Supervise tax associates' assignments and managing the day-to-day delivery of tax compliance / consulting services to the client.
• Develop and motivate tax associates by providing them with counseling, leadership and career guidance.

Tax Senior – Flowthrough

• Gain an understanding and assist in planning multiple tax assignments in Real Estate, Construction, Healthcare, Manufacturing and many more industries
• Prepare and review federal and state tax returns for partnerships, C corporations, S corporations and individuals
• Develop tax compliance knowledge and assist with IRS audits, tax notice response, trust returns, gift and estate returns
• Participate in client assignments from beginning to end
• Develop and maintain an excellent working relationship with all levels of client staff to increase customer satisfaction and to strengthen client relationships
• Pledge to provide exceptional service to every client by providing individual attention, responsiveness and commitment to understanding their goals and needs
• Maintain and comply with the highest degree of professional standards, client confidentiality and personal conduct
• Assist with training and mentoring junior associates and interns on tax methodology

• Prepare and review federal and state partnership tax returns (Form 1065 and related schedules) for venture capital fund clients
• Manage K-1 production, quality review, and delivery to limited partners
• Coordinate with fund accountants and external CPAs to gather source data and resolve discrepancies
• Respond to tax notices and support client inquiries on fund-level tax matters
• Track filing deadlines across a portfolio of funds and ensure nothing slips
• Identify and flag technical issues (allocations, Section 704(b), carried interest treatment, PFIC considerations) and escalate appropriately
• Support process improvements to make the K-1 delivery workflow faster and more accurate at scale

Tax Specialist, CPA

• Serve as the firm's leader and manager
• Become the primary point of contact for the firm's existing client base
• Serve as the primary point of contact and relationship manager for new clients
• Work with the firm's executive team to develop and execute the firm's growth initiatives, product and services offering and operational strategies
• Review individual, corporate, partnership and trust tax returns; assign work and oversee operations
• Oversee the firm's consulting and advisory efforts in the region
• Lead and manage staff in areas of research, training, and performance

Tax Director

• Prepare tax returns in high quantity including 1040 individual tax returns, amended returns, and state returns.
• Communicate with clients regularly telephonically or via email to respond to client inquiries and provide case status updates.
• Collect and review client documents and ensure they are properly filed in the client’s case file.
• Collaborate regularly with various Optima teams to deliver key components for Optima’s services, including bringing clients to compliance with past due returns.
• Follow company protocols to ensure the highest level of security to protect the client Personal Identifiable Information (PII).

Tax Preparer

• Perform Tax quality reviews
• Support the new client and engagement acceptance process
• Support the development of policies and procedures relating to tax services
• Develop and present educational materials to Tax personnel on various topics
• Write technical documents and articles
• Consult with Tax professionals on professional standards, contracting, and risk management issues
• Partner with Tax Transformation to drive modernization of the Tax practice including processes, technology, and service delivery.
• Liaise with other practice support areas including Learning, Firmwide Risk, Legal Counsel, and IT

Senior Associate, Tax Standards, Quality, and Risk

• Support the overall execution of family office client engagements, under the guidance of family office subject matter resources and partnering with functional technical specialists when deemed appropriate and/or relevant.
• Develop insights and strategic recommendations for family offices, identifying opportunities to enhance the office’s people, process, technology, and governance.
• Prepare, communicate, and present client reports and written deliverables, synthesizing complex ideas into clear, compelling narratives.
• Contribute to the evolution of RSM’s family office advisory offerings, shaping frameworks, methodologies, and best practices.
• Manage internal practice development initiatives, overseeing metrics tracking, workflow optimization, and knowledge-sharing efforts.
• Support family office thought leadership efforts, including drafting articles, developing conference materials, and engaging in market research.
• Assist in proposal generation and business development efforts, helping to refine engagement scope and pricing models.

Tax Supervisor – Advisory Services

• Lead the end-to-end global close process in accordance with ASC 740 including related SEC reporting, driving accuracy, timeliness, and control integrity
• Own global provision governance, including standardized templates, review protocols, documentation requirements, and escalation frameworks
• Conduct sophisticated ASC 740 technical analyses, including new accounting standards, business operations, structural changes, and tax law developments
• Act as an ambassador to across business functions to identify upstream operational or accounting changes and ensure timely evaluation of tax accounting impacts
• Lead technical assessment and documentation for transactions, restructurings, acquisitions, and other business events impacting the tax provision
• Serve as a technical reviewer for provision activities performed by teams outside the U.S.
• Mentor and elevate the global team's technical capabilities and support long-term scalability
• Drive adoption of technology-enabled provision processes and documentation workflows
• Partner in automation, data readiness, and system improvement initiatives cross functionally.

Senior Tax Provision Manager

• Review tax returns, tax projections, and tax workpapers
• Possess strong tax knowledge and experience in S Corps, Partnerships, etc. (knowledge of individual taxation a plus)
• Provide effective consulting, planning and compliance for your clients
• Oversee and manage the day-to-day needs of your clients and tax return process including identification and resolution of tax issues
• Perform tax research to resolve issues
• Maintain strong relationships with a highly proactive approach to serving clients
• Coordinates with Partner to ensure timeliness and effective communication for proper planning of project
• Coaching, mentoring and training staff
• Maintaining knowledge of new tax issues and general business trends that affect the client

Tax Manager – Commercial Tax

• Lead accounting, bookkeeping, and tax functions across multiple entities (10+)
• Prepare and review federal and state business and individual tax returns
• Oversee day-to-day accounting operations and ensure accurate financial reporting
• Manage banking relationships, financing activities, and lender communications
• Support investment analysis and financial decision-making
• Partner directly with ownership on strategic financial initiatives
• Improve processes, implement efficiencies, and leverage technology where possible
• Serve as the internal accounting and tax expert for the organization

Tax jobs in California

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Temporary Manager, BT Prep Operations – Seasonal Tax

Tax Deployment Manager

Tax Senior Associate – Not for Profit

Senior Tax Strategy Advisor

Senior Manager, Energy and R&D Tax Credit

Senior Tax, PCS/Flowthrough

M&A Tax Manager

Tax Director – Infrastructure & Incentives

Tax Associate

Senior Tax Manager

Tax Senior – Flowthrough

Tax Associate

Tax Specialist, CPA

Tax Director

Tax Preparer

Senior Associate, Tax Standards, Quality, and Risk

Tax Supervisor – Advisory Services

Senior Tax Provision Manager

Tax Manager – Commercial Tax

Director of Accounting and Tax, CPA