Responsibilities
- 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
- Coordinate 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
Requirements
- Bachelor’s degree in Accounting required
- Masters in Taxation is preferred
- CPA preferred
- 7+ years of progressive public accounting experience
- Excellent written and verbal communication skills
- Capable of managing multiple client engagements
- A track record of building and sustaining client relationships and high quality client service
- Outstanding analytical, organizational and project management skills
- Proficient with CCH Axcess, Sureprep, BNA Income Tax Planner, CCH AnswerConnect, RIA Checkpoint, XCM and Microsoft Office
Core Competencies
Demonstrates expertise in tax consulting, planning, and compliance, with a strong focus on S Corps and Partnerships. Proven ability to manage client relationships and deliver high-quality service while mentoring and training staff.
Highest-signal resume keywords
- Tax Consulting
- S Corps Knowledge
- Client Relationship Management
- Project Management
- CPA Certification
Hard Skills
- Tax Return Review
- Tax Research
- Tax Projections
- Tax Workpapers
- Individual Taxation Knowledge
- Analytical Skills
- Organizational Skills
- Compliance
- Planning
Soft Skills
- Communication Skills
- Coaching
- Mentoring
- Client Service
Certifications & Qualifications
- Bachelor’s Degree in Accounting
- Masters in Taxation
- CPA Preferred
Industry Keywords
- Public Accounting
- Tax Compliance
- Client Engagements
- Business Trends
Tools & Technologies
- CCH Axcess
- Sureprep
- BNA Income Tax Planner
- CCH AnswerConnect
- RIA Checkpoint
- XCM
- Microsoft Office
Tax Manager – Commercial Tax in san diego at Unknown Company
This position is listed as full time and onsite.