What are the responsibilities and job description for the Tax Manager - Hybrid - Tustin, CA USA - NT1030782 position at RES Consultant Group?
Company Description
A fast-growing, nationally recognized CPA firm is seeking an experienced Hybrid Tax Manager (CPA/EA) to lead tax preparation, review, and strategic advisory services for a diverse portfolio of business and individual clients. This is a full-time, W2 position with a clear path for advancement, including future equity ownership opportunities for high performers.
Job Description
- Interface directly with clients without partner involvement.
- Schedule and oversee fieldwork and preparation of compilation and review financial statement engagements.
- Review tax returns and financial statements to ensure technical accuracy and adherence to firm standards.
- Prepare complex business and individual tax returns and provide tax planning independently.
- Review financial statement reports, including footnotes, ensuring they are ready for partner signature.
- Perform a broad range of accounting tasks, minimizing direct partner involvement.
- Conduct technical tax reviews and approve all tax returns and governmental tax examinations of any complexity.
- Assume full responsibility for larger tax returns, tax research, and delegate tasks to tax preparers as needed.
- Act as a resource for tax preparers and staff on specific tax issues and questions.
- Communicate important tax and tax-related developments to relevant firm personnel.
- Delegate and manage governmental tax examinations and may represent clients before appropriate tax authorities.
- Train and develop staff through recruiting, performance evaluations, developing training aids, and instructing professional development programs.
- Maintain a complete knowledge of the firm’s philosophy and positions on tax matters.
- Stay current on general economic and political trends and legislation that may affect clients.
- Participate in the firm’s practice development efforts through involvement with referral sources, community, and industry activities.
- Sign and issue select tax returns.
Qualifications
- Degree in Accounting from an accredited university; Master’s degree in Taxation preferred.
- Minimum of 7 years’ experience in public accounting, demonstrating progression in tax return complexity, scope, and research.
- Minimum of 40 hours of continuing education annually to maintain technical and business skills and meet licensing requirements.
- Active CPA or EA license in good standing (REQUIRED).
- Member in good standing with the American Institute of CPAs (AICPA).
Additional Information
Compensation & Benefits:
- Competitive base salary commensurate with experience and qualifications.
- Performance-based incentives (if applicable).
- 401(k) with employer match (if applicable).
- Health insurance with optional dental and vision coverage (if applicable).
- Additional workplace perks (as applicable).
Career advancement opportunities, including future equity potential.
If you feel you have the necessary qualifications, please forward a current copy of your resume and state your salary requirement.
