TAD PGS, Inc. · 4 hours ago
Tax Accountant
Bakersfield, CA
Full-time
Onsite
Mid, Senior Level
$100K/yr - $150K/yr
3+ years expTAD PGS, Inc. is a leading firm seeking a Tax Manager to manage and review complex tax engagements while supervising and developing tax staff. The role involves advising clients on tax matters, ensuring compliance with tax laws, and providing integrated advisory solutions.
ConsultingHuman ResourcesStaffing Agency
Hiring Manager
Arleen Gallagher
Responsibilities
Review and approve federal and state income tax returns for individuals, partnerships, S corporations, C corporations, trusts, and estates
Manage complex tax matters, including multi-state filings, pass-through entity (PTE) elections, basis and capital-account analysis, depreciation and cost-segregation impacts, and transaction-related tax issues
Research and interpret federal and state tax law, regulations, and administrative guidance; prepare technical memoranda and client-facing explanations as needed
Oversee responses to IRS and state tax notices, audits, examinations, and information requests
Ensure compliance with firm quality-control standards, tax law changes, and filing deadlines
Identify and implement tax-planning strategies to minimize client tax exposure and align with business and personal objectives
Advise clients on entity selection, restructuring, mergers and acquisitions, asset sales, 1031 exchanges, and succession or exit planning
Coordinate with attorneys, financial advisors, and other professionals to deliver integrated advisory solutions
Proactively communicate tax-law changes and planning opportunities to clients
Serve as a primary point of contact for assigned clients, managing expectations, timelines, and deliverables
Communicate complex tax concepts clearly and professionally to non-technical audiences
Participate in client meetings, planning sessions, and advisory discussions
Support client retention and identification of additional service opportunities
Supervise, train, and mentor senior associates, associates, and interns
Review workpapers and returns prepared by staff, providing constructive feedback and technical guidance
Delegate work effectively, manage workloads, and ensure efficient use of staff resources
Participate in performance evaluations and professional development planning
Manage multiple engagements simultaneously, ensuring deadlines, budgets, and scope are met
Coordinate workflow and staffing needs during peak filing seasons
Assist in improving tax processes, templates, and internal procedures to enhance efficiency and accuracy
Monitor engagement progress and escalate issues or risks as appropriate
Qualification
Required
Bachelor's degree in Accounting or related field
CPA license or CPA-eligible
3-8 years of public accounting tax experience
Strong technical knowledge of federal and state taxation for individuals and business entities
Experience reviewing tax returns and managing multiple client engagements
Proficiency with professional tax software, with a strong preference
Strong analytical, organizational, and written and verbal communication skills
Preferred
Experience with multi-entity structures, closely held businesses, and high-net-worth individuals
Familiarity with tax-planning strategies, cost segregation, PTE taxes, and multi-state compliance
Prior experience supervising or reviewing staff work in a public accounting environment
Strong client-facing and advisory skill set
Company
TAD PGS, Inc.
TAD PGS is a staffing and recruiting company that provides workforce management services.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Chris Loera
Executive Assistant to the CEO/President & Vice President of Operations & Sales
Company data provided by crunchbase