Position Overview

A professional services firm is seeking an experienced and proactive Tax Manager to oversee tax operations, ensure regulatory compliance, and deliver high-quality tax planning and preparation services to clients. This role requires strong technical tax expertise paired with leadership ability, strategic thinking, and a commitment to exceptional client service. The ideal candidate thrives in a collaborative environment and excels at managing both people and complex tax engagements.

Key Responsibilities
Tax Preparation & Review

- Prepare and review complex individual, corporate, partnership, and trust tax returns.
- Ensure compliance with all federal, state, and local tax laws and regulations.
- Oversee the tax preparation workflow to maintain high accuracy, efficiency, and quality.

Tax Planning

- Develop and execute tax-efficient strategies tailored to each client’s financial goals.
- Advise clients on tax implications related to personal and business decisions.
- Research changes in tax laws and regulations to provide current and accurate recommendations.

Team Leadership & Development

-Lead, mentor, and support a team of tax professionals.
-Provide training, coaching, and skill-building opportunities to promote ongoing development.
-Monitor workload, performance, and deadlines to ensure strong execution across the team.

Client Relationship Management

-Build and maintain trusted client relationships through excellent service and communication.
-Conduct client meetings to review returns, discuss tax strategies, and understand financial objectives.
- Address client questions and concerns promptly while providing clear and effective solutions.

Operational Excellence

-Partner with operations leadership to improve processes and optimize workflow.
-Utilize firm-approved tax software and tools to support accuracy and compliance.
-Stay informed on industry best practices and emerging trends to strengthen firm operations.

Qualifications & Skills
Required

-Bachelor’s degree in Accounting, Finance, or a related field.
-CPA or EA certification.
-Minimum of 5 years of experience in tax preparation and planning.
-Deep understanding of federal and state tax laws.
-Strong analytical, organizational, and problem-solving skills.
-Proven ability to manage multiple projects and meet strict deadlines.
-Excellent communication and interpersonal skills with a client-focused mindset.
-Proficiency with tax software such as UltraTax or ProConnect, as well as Microsoft Office Suite.

What We Offer

-Competitive salary with opportunities for performance-based bonuses.
-Comprehensive benefits package, including health, dental, and retirement offerings.
-Access to professional development and continuing education resources.
-Supportive, collaborative, and growth-oriented work environment.ired today!

Equal Opportunity Employer / Disabled / Protected Veterans

The Know Your Rights poster is available here:
https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf

The pay transparency policy is available here:
https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf

For temporary assignments lasting 13 weeks or longer, AppleOne is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.

We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.

AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.
https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf

We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.