Description
About Us: Our client is a reputable and top-ranked CPA firm located in the OC/Anaheim market specializing in accounting, tax, audit, and assurance - we're stable, established with 100+ years of consistent success and awards, being ranked a top mid-sized firm across SoCal, CA, and the U.S.
About the Opportunity: We're actively hiring, looking for a talented Tax Manager to join our growing team in Anaheim. This is an exciting, unique, and pivotal opportunity where we are building a team around this person, as they lead complex tax engagements, manage some of our best high-profile clients, mentor staff, and serve as a key player with our Management group, working with high-value clients and innovative/growing industries.
This is a fantastic opportunity for an early-mid level Tax Manager who's looking for their next challenge to join an exciting practice with uncapped opportunities to grow within. This person thrives in a dynamic, client-focused environment and wants to play a part in this pivotal role, our supportive and collaborative culture, and brings a forward-thinking mindset and approach to tax and their career.
Key Duties:
- Oversee tax prep and review for high-profile clients covering 'generalist' tax, HNW, individuals, partnerships, pass-throughs, S/C-corps, etc.
- Manage client projects end-to-end, ensuring deadlines are met while maintaining exceptional quality.
- Serve as a go-to consultant for complex tax planning and advisory issues.
- Manage and mentor all levels, from interns to senior accountants.
- Lead and deliver training programs, workshops, and ongoing staff development initiatives.
- Keep pace with evolving tax laws and regulations, proactively applying changes to client situations.
- Utilize tools such as CCH, BNA, XCM, and various document management and time-tracking platforms for workflow efficiency.
Qualifications - 'Must Haves'
- CPA License is mandatory
- BS in Accounting; MST / MSA / MBT is preferred, a big plus!
- 5+ years of recent public accounting firm exp,.
- 3+ years of team leadership and supervision experience.
- Strong background as a Tax Generalist with proficiency tax reviews, prep, tax compliance, tax planning, and tax management.
Culture + Work Environment
- Hybrid Flex Schedule - Office-based role for modern, advanced technology, tools, and collaborative environment in our Anaheim, CA office.
- Collaborative, supportive, welcoming work culture - working closely with teams at all levels, and Partners - open door policy.
- Regular interaction with clients, partners, and cross-functional teams.
- Mentorship, training, support from leadership and Partners.
Compensation Package - Highly Competitive:
- Salary: $120-150K/year (DOE)
- Bonus: 25% of salary
- Full Benefits: 100% full-paid medical, dental, vision for employee + one dependent.
- PTO/Vacation: 4 weeks (Year 1)
- Profit Sharing: 401K vesting profit sharing starting at 3% in year 1, 20% by year 2, and continues to scale up with extended tenure and commitment to the firm.
- Additional perks, incentives, and benefits
- Fast-Track Promotions within: Mentorship, training, support programs with promotions to leadership, and Partner Track (DOE) available
Apply Today if you're interested, qualified, & local: Apply to this job posting with your updated resume.
*Email your resume (Word doc) to Josh.Shepherd@BancroftSP.com for a prompt review and consideration.
Not a fit? We have more exciting tax roles ready for you! Visit https://bancroftsp.com/careers/ to explore more active opportunities updated weekly.
