Tax Manager - Public

apartmentRobert Half placeSanta Monica calendar_month 
A leading wealth & investment management firm is seeking a Tax Manager to join their team. The ideal candidate will be responsible for overseeing all tax related decisions and activities in the organization. You will help us stay tax-compliant and up-to-date on new tax laws.

You will be the Internal expert responsible for managing tax reporting, compliance, audits, optimization, and tax planning functions. We are seeking an experienced, detail-oriented professional with strong analytical skills and the ability to deal effectively with clients and management.

Responsibilities:

  • Manage the accuracy of tax returns and oversee all aspects of the Company’s tax obligations for various types of entities including C- Corporations, S-Corporations, Partnerships, and HNW Individuals
  • Prepare and review supporting schedules for completion of income tax returns
  • Review monthly Payroll for business clients
  • Review QBO on a monthly, preferred; Quarterly a must for various clients; Work with the bookkeeper/accounting to maintain viable financial books and records for the clients and ease of tax preparation into the next year
  • Manage various tax audits and respond to federal and state agencies inquiries and tax notices on behalf of clients and the company
  • Prepare AJE and TAJE’s for client books
  • Perform research on various tax issues including federal and state income taxes
  • A minimum of 5 years of experience in a public tax management role
  • Proficiency in annual income tax provision
  • Demonstrated experience in compliance
  • Expertise in entity formation
  • Familiarity with tax planning strategies
  • Experience in preparing fiduciary income tax returns
  • Ability to complete individual tax returns
  • Bachelor's degree in Accounting, Finance, or related field
  • Certified Public Accountant (CPA) certification is preferred
  • Strong communication and interpersonal skills
  • Proficiency in tax software and Microsoft Office Suite
  • Strong analytical and problem-solving skills
  • Ability to work independently and as part of a team
  • Excellent attention to detail and organizational skills
  • Familiarity with federal, state, and local tax laws and regulations.
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