About this role
Job title: Tax Manager
About the Role A Tax Manager in our Irvine office will be a valued advisor delivering tax and business advisory services and tax compliance to small business and middle-market clients. You will work alongside firm leadership to serve clients and grow the business, and you will coach a talented staff to develop their technical and professional skills.
What You'll Do
- Provide tax, accounting and advisory services to small business and middle-market clients.
- Oversee accounting, bookkeeping and preparation or compilation of financials.
- Review and analyze accounting records with clients, provide analysis and consultation, and discuss accounting and business matters.
- Deliver best-in-class client service with responsiveness, timeliness, professionalism and accuracy.
- Lead and plan client engagements; evaluate processes, implement efficiencies and address internal control issues.
- Recommend business and process improvements based on client operations and objectives.
- Manage and build client relationships; act as liaison to resolve client issues; assist leaders in researching and providing additional services.
- Delegate and oversee work by setting goals, allocating resources, removing obstacles and setting deadlines to meet delivery expectations.
- Stay current on local, state and federal tax practices and laws.
- Assist with engagement staffing, billing and ensuring profitability targets are met.
- Leverage entrepreneurial skills to network and build relationships internally and with clients and the community.
- Invest in your professional development and participate in firm programs.
What We're Looking For
- Experience delivering tax, accounting and advisory services to small business and middle-market clients.
- Ability to work face-to-face with clients and act as a trusted business advisor.
- Strong leadership and coaching capabilities; passion for developing talent.
- Knowledge of current local, state and federal tax practices and laws.
- Ability to manage engagements, staffing, billing and profitability targets.
- Entrepreneurial mindset with the ability to network and build relationships.
- Commitment to ongoing professional development and continuous learning.
Compensation & Benefits
- Firm programs to support development and work-life balance.