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Ascend · 3 months ago

(Business + Individual) Tax Manager / Sr. Manager

Encino, CA

Full-time

Onsite

Senior Level

5+ years exp

Ascend is a transformative public accounting firm that prioritizes work-life balance and professional growth. The Tax Manager/Sr. Manager will lead business and individual tax advisory and compliance engagements, manage client relationships, and mentor staff while ensuring compliance with tax laws.

AdviceConsultingFinance

Responsibilities

Perform initial and/or final review of manager, tax senior, tax staff and intern work products

Act as primary client point of contact for the firm

Identify opportunities for value added services for clients by staying abreast of their business needs

Communicate staffing and workload issues to Resource Planning

Review and confirm assignment objectives, scope, and work plan with client

Resolve work product issues using firm resources

Contribute to the development and management of comprehensive strategies to identify and meet all client needs

Identify and research technical issues to ensure compliance with federal, state, and local tax laws

Coach and mentor staff to assist with enhancing their skills and further develop their career

Identify and pursue new clients and identify any additional needs to cross sell other firm products and services to existing clients

Support the partner team in the development and planning of strategy, objectives, and budgets

Prepare and/or review monthly client bills

Anticipate, identify, and resolve complex tax-technical issues

Effectively manage expectations, internal and external, concerning changes in project deliverables and/or deadlines

Qualification

CPATax preparation experienceProject managementAnalytical skillsIndividual taxationInterpersonal skillsCommunication skillsConsultative experienceCCH Axcess TaxLacerteMulti-taskingCareer advancement desireSelf-motivator