Tax Manager

Looking for a standout Tax Manager to join our growing team in Westwood, right by UCLA! The ideal candidate would be responsible for overseeing all tax operations in the organization, meeting with high-net-worth clients and new prospects as needed, managing a team of tax preparers and admin staff, and having a strong working knowledge of all software involved. MUST have expert working knowledge of Lacerte Tax, QuickBooks Desktop, and QuickBooks Online.

$175,000 - $200,000 yearly

• Enjoy an efficient work environment that delivers client results quickly and accurately
• Perform tax research on client scenarios as necessary
• Review tax returns prepared by staff and coach staff as necessary
• Identify opportunities and creative strategies to minimize client taxes
• Prepare for and lead tax audits with the IRS, CA FTB, and other agencies as necessary
• Keep the team up-to-date on new tax laws as necessary
• Assist with additional financial projects for business clients (both recurring and non-recurring)

• Strong knowledge of Lacerte required
• A CPA or EA license is required
• Ability to be client-facing and run appointments required
• Minimum 5+ years of tax preparation experience
• Strong communication and analytical skills
• Strong knowledge of QBD and QBO preferred
• A Master's degree in taxation is preferred
• Future partnership opportunities available for the right candidate

CFOmate provides a wide range of services to accommodate each client's specific tax and financial situation. Our goal is to make life easier for clients by providing a one-stop shop for preparing tax returns, starting new businesses, organizing accounting data, and, if necessary, defending audits.

By fostering a culture of continuous learning, collaboration, and community engagement, our mission is to be the leading force in shaping the future of financial and tax solutions, positively impacting clients, employees, and the communities we serve.

CFOmate strives to be the ultimate financial partner for businesses looking to scale to new heights, setting the industry standard for integrity, expertise, and innovation, driven by a relentless commitment to clients' success and financial well-being. 

Compensation details: 175000-200000 Yearly Salary

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