Sr. Tax Manager
Agoura Hills, California
Employer: Insight Global
Industry: Tax
Salary: Competitive
Job type: Full-Time
A client of Insight Global is seeking a fully remote Tax Manager to join their fast-growing team! Our client is a newly formed company that has broken away from the traditional CPA firm mold. They have shed the audit side of accounting and are focusing on tax compliance, tax consulting, venture capital, wealth growth, tax strategy, and tax structuring. Since its inception in the Summer of 2022, the firm has increased revenue by 30% and added 20 high-level and experienced staff. The firm integrates a multi-family feel into a CPA firm by serving as our client's first point advisors when it comes to client's tax, investment, and business management needs.
We are looking for smart, personable, and hard-working individuals that want to further their career in tax while also gaining exposure to the venture capital, strategy, and detailed business dealings of a variety of industries. This is an opportunity to learn areas that traditional CPA firms cannot offer. Candidates will work closely in all aspects with their clients with the intention that they gain a well-rounded expertise in preparing returns and eventually consulting for a variety of different clients.
Responsibilities include but are not limited to:
- Manager will be responsible for running their own book of business.
- Manager will be the final review prior to returns being passed to the director/signer.
- Manager will have at least two direct reports that will work on their book and will be responsible for reviewing performance and work product.
- Manager will be involved in high level planning and consulting and will be responsible for carrying out the decisions that are made as a result of these meetings.
- Manager will lead client meetings and will be responsible for following through on all aspects of services.
- Managers will have the autonomy to make client facing decisions once the model and goals are learned, applied, and practiced.
- Manager will need to be able to pivot between large groups of clients and have the ability to multi-task efficiently.
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com .
To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .
Required Skills & Experience
- 8 to 15 years experience in public accounting
- CPA required
- Bachelors/master's degree in accounting/tax or related
- Experience in pass-through tax returns required
- Experience leading a team, managing client accounts and consulting with clients required
- Organizational skills and ability to handle a variety of different projects at once are a must
- Must be able and willing to take on unfamiliar projects
- Experience in wealth management, trust/estate, and individual income tax returns highly preferred
- Software experience required -- CCH Axcess and CCH Engagement
Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.
We are looking for smart, personable, and hard-working individuals that want to further their career in tax while also gaining exposure to the venture capital, strategy, and detailed business dealings of a variety of industries. This is an opportunity to learn areas that traditional CPA firms cannot offer. Candidates will work closely in all aspects with their clients with the intention that they gain a well-rounded expertise in preparing returns and eventually consulting for a variety of different clients.
Responsibilities include but are not limited to:
- Manager will be responsible for running their own book of business.
- Manager will be the final review prior to returns being passed to the director/signer.
- Manager will have at least two direct reports that will work on their book and will be responsible for reviewing performance and work product.
- Manager will be involved in high level planning and consulting and will be responsible for carrying out the decisions that are made as a result of these meetings.
- Manager will lead client meetings and will be responsible for following through on all aspects of services.
- Managers will have the autonomy to make client facing decisions once the model and goals are learned, applied, and practiced.
- Manager will need to be able to pivot between large groups of clients and have the ability to multi-task efficiently.
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com .
To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .
Required Skills & Experience
- 8 to 15 years experience in public accounting
- CPA required
- Bachelors/master's degree in accounting/tax or related
- Experience in pass-through tax returns required
- Experience leading a team, managing client accounts and consulting with clients required
- Organizational skills and ability to handle a variety of different projects at once are a must
- Must be able and willing to take on unfamiliar projects
- Experience in wealth management, trust/estate, and individual income tax returns highly preferred
- Software experience required -- CCH Axcess and CCH Engagement
Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.
Created: 2024-09-28
Reference: 367417
Country: United States
State: California
City: Agoura Hills
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