Tax Manager

Overview

L. Lopez, CPA & Associates Inc. is a Boutique Certified Public Accounting firm committed to helping clients grow, manage, and plan for their financial futures. We specialize in providing personalized concierge level services and strategic advice to create value in all aspects of personal and business financial management. Dedicated to professionalism and excellence, our expertise supports individuals, businesses, and organizations in achieving sustained financial success.

We strive to develop tailored financial strategies that meet unique client needs and goals.

Tax Manager Job Description

We are seeking a highly motivated and experienced
Tax Manager to join our boutique CPA firm in California. The ideal candidate will be a leader who thrives in a collaborative environment and is dedicated to providing exceptional client service and strategic tax planning. This role requires a professional with a strong technical background and a passion for mentoring junior staff while managing a diverse client portfolio.

Location: Redwood City, CA.

Compensation: The salary range for this position is competitive and commensurate with experience and qualifications. We offer a comprehensive benefits package designed to support the well-being and growth of our team members.

• Oversee and review the preparation of complex federal, state, and local tax returns for individuals, corporations, partnerships, and trusts.
• Develop and implement strategic tax planning and compliance procedures to minimize client tax liabilities while ensuring adherence to all federal and state regulations.
• Serve as a primary point of contact and trusted advisor for clients, addressing complex tax issues and providing proactive consulting and advice.
• Manage client engagements, including project scheduling, budgeting, and billing, to ensure timely and high-quality deliverables within scope and budget.
• Supervise, train, and mentor a team of tax professionals and staff, fostering a culture of continuous learning and professional development.
• Conduct thorough tax research and analysis, documenting conclusions and recommending appropriate courses of action.
• Identify opportunities for business process improvements and contribute to the firm's growth and business development initiatives.

• Education: A
  bachelor’s degree in Accounting or a related field is required. An active CPA, Master’s degree in Taxation or an MBA is a plus.
• Experience: A minimum of 5 years of progressive experience in public accounting with a strong focus on tax compliance and consulting.
• Certification: A current and valid Certified Public Accountant (CPA) license in the State of California is highly preferred or required.
• Technical
  
  Skills:
  
  Advanced proficiency in professional tax software (e.g., LaCerte, QBO, Tax Dome, Accountants World, TPS timekeeping software, and Microsoft Office Suite, especially Excel).
• Soft Skills:
• Excellent analytical, problem-solving, and project management skills.
• Superior client service and communication skills, both written and verbal.
• Strong leadership and team management abilities.
• Competitive salary and performance-based bonus plan.
• Comprehensive medical, dental, and vision insurance coverage.
• 401(k) retirement plan with a company match
• Paid time off (PTO) and paid holidays.
• Flexible work arrangements (hybrid or remote options may be available) to promote work-life balance.