Tax Alchemy is a boutique tax strategy firm that caters to high-net-worth individuals & families.
Tax Manager
Location
California
Posted
12 days ago
Salary
$120K - $130K / year
Seniority
Senior
Job Description
Tax Manager
Tax Alchemy
• Directly manage and mentor a team of internal tax preparation professionals • Oversee and coordinate the workflow, performance, and training of offshore tax preparation teams • Forster a collaborative and high-performing environment, ensuring clear communication and seamless handoff of work between internal and offshore teams • Manage and review the preparation of a wide range of tax returns, including federal, state, and local filings for individuals, partnerships, corporations, and trusts • Critically review complex tax returns and workpapers for accuracy, completeness, and compliance with federal and state tax laws • Serve as a final point of review for returns and a technical resource for the team on complex tax issues • Evaluate existing tax preparation workflows, identifying bottlenecks and opportunities for increased efficiency and accuracy • Leverage technology and automation to enhance the tax compliance process, from document collection to final filing • Create training materials and lead sessions to ensure all team members are proficient in new workflows and software • Manage and coordinate tax audits, inquiries, and correspondence with tax authorities • Act as a technical liaison between clients, tax authorities, and internal teams • Collaborate with other departments within the company to ensure a holistic approach to client service
Job Requirements
- 5-8 years of progressive experience in tax preparation and compliance, with at least 2-3 years in a management or supervisory role
- Bachelor’s degree in Accounting, Finance, Taxation, or a related field; Master’s degree in Taxation is a plus
- Advanced certification required (e.g. CPA, EA)
- Familiarity with efficiency, workflow, communication, and tax preparation software (G-Suite, CRM platforms, UltraTax, etc.)
- Proven experience managing or coordinating with offshore teams is essential
- Knowledge of corporate and personal tax planning strategies
- Additional experience in accounting, finance advisory, and/or consulting services
Benefits
- Remote work
- Medical, dental, vision, life, and voluntary life insurance
- 401(k) with company match
- Paid vacation and sick days
- Paid holidays
- Continuing education
- Teambuilding events
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