Our portfolio of high-growth tax and accounting companies is at a stage to bring on a highly experienced Tax Manager to assist the CEO directly in all client-facing and client-related tax and accounting matters to ensure we continue using the highly efficient process we have built that is second to none when it comes to speed, efficiency, and delivering the ultimate client experience.

The ideal candidate will be a friendly and personable individual responsible for overseeing all tax-related activities in the organization, meeting or speaking with clients as needed, managing a team of tax preparers and admin staff, and having a strong working knowledge of all software involved, including Lacerte Tax and QBO.

There is room for a qualified tax manager to either bring on (or newly hire with the CEO) one additional senior tax associate to help with the upcoming 2024 tax season.

Additional Benefits

• 401k matching
• Paid time off
• Outstanding company culture
• Training/education
• Health/vision/dental

$135,000 - $150,000 yearly

• Learn and operate in our extremely unique process (we are not your traditional CPA firm) - we will provide all necessary paid training
• Perform tax research on client scenarios as necessary
• Prepare and review tax returns
• Identify opportunities and creative strategies to minimize client taxes
• Prepare for and lead tax audits with the IRS, CA FTB, and other agencies as necessary
• Keep the team up-to-date on new tax laws as necessary

• CPA or EA license required
• Strong knowledge of Lacerte required
• Minimum 5 years' of tax preparation experience
• Strong communication and analytical skills
• Strong knowledge of QBO preferred
• A Master's degree in taxation preferred

Legend Tax provides a wide range of services to accommodate each client's specific tax and financial situation. Our goal is to make life easier for clients by providing a one-stop shop for preparing tax returns, starting new businesses, organizing accounting data, and, if necessary, defending audits.

By fostering a culture of continuous learning, collaboration, and community engagement, our mission is to be the leading force in shaping the future of financial and tax solutions, making a positive and lasting impact on clients, employees, and the communities we serve.

Legend Tax strives to be the ultimate financial partner for businesses looking to scale to new heights, setting the industry standard for integrity, expertise, and innovation, driven by a relentless commitment to client’s success and financial well-being.