We are looking for an experienced Tax Manager to oversee comprehensive tax processes and ensure compliance with regulations. This role requires a strategic thinker who can analyze financial data, implement best practices, and provide innovative tax solutions. Join our team in Tustin, California, to make a meaningful impact in tax planning and management.<br><br>Responsibilities:<br>• Oversee the preparation and review of complex income tax returns for individuals and corporations.<br>• Manage tax compliance processes, ensuring timely and accurate submissions.<br>• Coordinate and lead tax audits, serving as the primary point of contact for auditors.<br>• Develop and implement process improvements to enhance efficiency and accuracy in tax operations.<br>• Research and apply innovative tax planning strategies to optimize tax savings.<br>• Monitor industry trends and regulatory changes to ensure compliance and adaptability.<br>• Identify opportunities for tax savings and provide actionable recommendations to improve profitability.<br>• Prepare and manage sales and use tax filings, ensuring adherence to local and federal regulations.
<p>We are looking for an experienced Tax Manager to join our client's team in Columbia, South Carolina. In this role, you will oversee tax compliance and planning for a diverse portfolio of clients, providing expert guidance on complex tax matters. This position offers an opportunity to make a direct impact with clients, mentor staff, and contribute to the firm's continued growth and success.</p><p><br></p><p><strong><u>Responsibilities</u></strong>:</p><p>• Manage the preparation and review of complex tax returns, including those for individuals, partnerships, corporations, and trusts.</p><p>• Offer strategic tax planning advice to clients across a variety of industries, ensuring compliance and optimization.</p><p>• Lead, mentor, and provide guidance to tax staff and senior team members, fostering skill development and growth.</p><p>• Build and maintain strong client relationships, addressing concerns and delivering tailored solutions.</p><p>• Conduct in-depth research on intricate tax issues and present well-supported recommendations.</p><p>• Assist with business development efforts, including preparing proposals and delivering client presentations.</p><p>• Stay informed on changes to federal, state, and local tax laws to ensure compliance and strategic advantage.</p><p>• Utilize tax software and other tools to streamline processes and ensure accuracy in reporting.</p>
We are looking for a highly skilled Tax Director/Manager with expertise in private equity and corporate tax management to join our team in The Woodlands, Texas. This role involves overseeing tax compliance, planning, and strategic decision-making for the firm and its portfolio companies. The ideal candidate will possess a strong background in partnership taxation, M& A transactions, and private equity structures, coupled with the ability to thrive in a fast-paced and dynamic environment.<br><br>Responsibilities:<br>• Manage all aspects of tax compliance for private equity fund structures, including partnerships, LLCs, and offshore entities.<br>• Oversee the preparation and review of federal, state, and local tax returns for the firm and its portfolio companies.<br>• Coordinate with external tax preparers to ensure timely and accurate filing of tax documents.<br>• Review and ensure accuracy of Schedule K-1s for limited and general partners.<br>• Support tax due diligence processes for acquisitions and investments, identifying and assessing tax risks and opportunities.<br>• Collaborate with deal teams to develop tax-efficient transaction structures and negotiate tax-related provisions in agreements.<br>• Provide tax guidance and oversight to portfolio companies, including monitoring compliance and identifying optimization opportunities.<br>• Lead tax planning initiatives, including fund formation, fundraising strategies, and distribution planning.<br>• Stay informed of changes in tax laws and assess their impact on the organization.<br>• Implement and refine tax workflows, processes, and compliance calendars to enhance operational efficiency.
We are looking for a highly skilled Tax Manager to join our detail-oriented services team in Carrollton, Texas. This role is ideal for an experienced tax expert who thrives in a dynamic environment and is passionate about delivering exceptional client service. As a key leader in the firm, you will oversee tax compliance, planning, and team management while ensuring adherence to regulatory standards.<br><br>Responsibilities:<br>• Manage the preparation and review of tax returns for corporations, partnerships, nonprofits, and individuals, ensuring accuracy and compliance.<br>• Develop and implement effective tax planning strategies to help clients minimize liabilities and optimize their financial outcomes.<br>• Lead and mentor a team of tax experts, fostering growth and promoting a culture of continuous improvement.<br>• Stay updated on changes in tax laws and regulations, ensuring the firm and clients remain compliant with all requirements.<br>• Identify and address tax-related risks by establishing robust controls and review processes.<br>• Participate in business development efforts, including networking and relationship-building with potential clients and industry professionals.<br>• Provide guidance on entity formation and tax implications for new business ventures.<br>• Utilize tax software such as CCH ProSystem Fx and CCH Sales Tax to streamline processes and improve efficiency.
<p>We are looking for an experienced Tax Supervisor/Manager to join our team in Sacramento, California. In this role, you will oversee tax compliance and strategic tax planning for a variety of clients. Your expertise in corporate tax regulations and entity formation will play a key role in ensuring accurate and efficient tax processes.</p><p><br></p><p>For immediate consideration, please contact Shantel Poole via LinkedIn or call 916-649-0832.</p><p><br></p><p>Responsibilities:</p><p>• Manage the preparation and review of annual income tax provisions to ensure compliance with regulations.</p><p>• Oversee corporate tax return filings, ensuring accuracy and adherence to deadlines.</p><p>• Utilize CCH ProSystem Fx to streamline tax preparation and reporting processes.</p><p>• Provide guidance on sales tax compliance and reporting using CCH Sales Tax software.</p><p>• Assist clients with entity formation, offering strategic tax advice tailored to their business needs.</p><p>• Stay updated on current tax laws and regulations to provide informed recommendations.</p><p>• Train and mentor team members, fostering growth and knowledge sharing.</p><p>• Collaborate with clients to develop tax strategies that align with their financial goals.</p><p>• Conduct periodic reviews to identify opportunities for tax savings and process improvements.</p><p>• Ensure timely and accurate responses to tax-related inquiries from clients and regulatory agencies.</p>
<p><strong>Senior Tax Manager</strong></p><p> <em>Lead, Strategize, and Make an Impact!</em></p><p>Our client is on the hunt for experienced <strong>Tax Manager</strong> to join their growing CPA practice as a Senior Tax Manager in Lufkin, TX! Bring your tax expertise to the forefront and help shape innovative solutions for clients while driving strategic financial planning. This role focuses on tax planning, compliance, estate planning, financial statement preparation, and asset management—all with an eye for growth and excellence.</p><p> </p><p><strong>Your Role:</strong></p><ul><li>Develop tax strategies and lead compliance efforts to ensure adherence to regulations.</li><li>Provide actionable insights to clients, with a focus on estate planning and wealth management.</li><li>Oversee financial statement preparation and ensure accuracy in reporting.</li><li>Collaborate with cross-functional teams and mentor junior staff.</li></ul><p><strong>What You Bring:</strong></p><ul><li>7+ years in tax planning, compliance, and financial analysis.</li><li>CPA required; advanced degrees (MST, JD) a bonus.</li><li>Strong analytical, communication, and leadership abilities.</li><li>Tech-savvy mindset to streamline processes and drive efficiency.</li></ul><p><strong>Why Join Them?</strong></p><p> They value innovation, collaboration, and your professional growth. </p><p>This role will have the chance to help define their growth over the coming years and be a part of their ownership team!</p><p> </p>
We are seeking a Chief Credit Officer to join our team in College Station, Texas. In this role, you will be tasked with the oversight and management of our credit administration, compliance, collections, and credit analysis functions. This position is instrumental in maintaining the integrity of our loan portfolio and preventing loan losses.<br><br>Responsibilities:<br><br>• Oversee and manage the credit administration, compliance, collections, and credit analysis functions.<br>• Review and manage financial institution loan policy and procedures to prevent loan losses.<br>• Oversee the full range of manager duties for the Credit Administration.<br>• Conduct analyses on all large loans and aggregate lending.<br>• Ensure the policy and procedure of the loan portfolio are effectively managed.<br>• Monitor and manage a team of credit officers.<br>• Handle customer inquiries and resolve any issues efficiently.<br>• Process customer credit applications accurately.<br>• Maintain accurate records of customer credit.<br>• Monitor customer accounts and take appropriate action when necessary.
We are looking for a skilled Tax Manager to join our team in Memphis, Tennessee. This role focuses on preparing and reviewing complex tax returns while maintaining strong client relationships and ensuring high-quality service. The position provides excellent opportunities for growth and career advancement.<br><br>Responsibilities:<br>• Prepare federal and state income tax returns for complex entities and families, ensuring accuracy and compliance.<br>• Review federal and state income tax returns for individuals, businesses, and exempt organizations to maintain quality standards.<br>• Conduct thorough tax research using various tax research platforms to address client-specific needs.<br>• Expand and refine technical knowledge in tax laws and regulations to stay current in the field.<br>• Build and maintain strong relationships with new and existing clients while providing exceptional service.<br>• Manage workload effectively and balance multiple priorities to meet deadlines and expectations.<br>• Take ownership of assigned tasks and ensure timely completion with attention to detail.<br>• Assist with special projects and initiatives as required.<br>• Collaborate with team members to support a positive and productive work environment.
We are looking for an experienced Sr. Public Tax Manager to join our team in Tulsa, Oklahoma. This contract-to-permanent position offers the opportunity to manage a diverse portfolio of clients while providing expert tax consulting services. The role is ideal for an experienced and detail-oriented individual ready to take on leadership responsibilities within a collaborative and dynamic office environment.<br><br>Responsibilities:<br>• Lead tax preparation and planning for individual, corporate, and sales tax returns, ensuring accuracy and compliance with regulations.<br>• Provide strategic consulting services to clients, including hotels, real estate firms, and other large businesses.<br>• Utilize tax software tools such as LaCerte, QuickBooks, and Excel to streamline processes and deliver high-quality results.<br>• Collaborate with partners and accounting staff to manage client relationships and address complex tax issues.<br>• Supervise and mentor entry-level team members, fostering growth and development.<br>• Handle heavy workloads during tax season, including overtime hours, to meet critical deadlines.<br>• Maintain up-to-date knowledge of tax laws and regulations to provide informed guidance to clients.<br>• Prepare detailed reports and financial documents to support tax filings and audits.<br>• Participate in office-wide initiatives, including Friday lunches and seasonal team events.<br>• Ensure seamless transition of responsibilities from retiring team members, maintaining service quality for established clients.
We are looking for an experienced Tax Manager to join our team in Lewiston, Maine. This role is ideal for a detail-oriented individual with a strong background in public accounting who excels at managing tax engagements and fostering client relationships. The successful candidate will play a crucial role in overseeing complex tax compliance tasks and guiding a team of tax professionals.<br><br>Responsibilities:<br>• Prepare and review a variety of complex tax returns, ensuring compliance with current regulations.<br>• Lead and manage tax engagements, coordinating tasks and supervising team members effectively.<br>• Conduct in-depth research to develop and implement strategic tax solutions.<br>• Build and maintain strong relationships with clients, providing exceptional service and timely communication.<br>• Analyze financial data and resolve tax-related issues with a problem-solving approach.<br>• Utilize advanced tax software and financial planning tools to streamline processes and enhance accuracy.<br>• Stay updated on tax laws and regulations to offer informed guidance and compliance support.<br>• Mentor and develop tax staff, fostering a collaborative and growth-oriented work environment.<br>• Assist with entity formation and related tax implications.<br>• Collaborate with other departments to ensure seamless integration of tax strategies within broader financial planning.
<p>We are looking for an experienced Tax Manager with a strong background in public accounting and corporate tax to join our client's team in Memphis, Tennessee. This role provides an exciting opportunity to manage complex tax operations, including federal and state audits, while contributing to the overall success of the organization. The ideal candidate will be detail-oriented, highly skilled in tax processes, and eager to work in a collaborative environment.</p><p><br></p><p>Responsibilities:</p><p>• Oversee the preparation and review of corporate tax returns, ensuring compliance with federal and state regulations.</p><p>• Manage annual income tax provision processes and provide accurate reporting.</p><p>• Conduct audits and liaise with government agencies to resolve tax-related matters.</p><p>• Collaborate with the team to cross-train on various tax functions, enhancing departmental versatility.</p><p>• Utilize CCH ProSystem Fx and CCH Sales Tax software for efficient tax preparation and compliance.</p><p>• Assist with entity formation and provide guidance on tax implications.</p><p>• Stay updated on federal tax laws and ensure the organization adheres to all requirements.</p><p>• Provide expertise in public accounting tax and audit processes, ensuring accuracy and efficiency.</p><p>• Support the development and implementation of strategies to optimize tax planning and minimize liabilities.</p><p>• Maintain thorough documentation of all tax-related activities and filings.</p>
We are looking for an experienced Tax Manager with expertise in the trust and estate domain to join our dedicated services team in Green Bay, Wisconsin. As a nationally recognized firm, we serve a diverse range of clients, providing specialized tax solutions for estates, trusts, and related areas. This role offers an opportunity to work closely with law firms and other reputable organizations, delivering high-quality design and administration services.<br><br>Responsibilities:<br>• Lead comprehensive tax planning and compliance efforts for trusts, estates, and fiduciary entities.<br>• Manage the preparation and review of tax filings, including Forms 1041, 709, and 706.<br>• Provide expert guidance on estate tax matters and strategies to minimize tax liabilities.<br>• Collaborate with legal experts and other firms to design effective estate plans.<br>• Handle tax-related aspects of entity formation and restructuring.<br>• Conduct research and obtain private letter rulings (PLRs) in the areas of trusts, estates, and IRAs.<br>• Oversee annual income tax provisions and ensure compliance with regulatory standards.<br>• Support clients with trust and estate administration, ensuring accurate tax reporting.<br>• Mentor team members at the entry level, fostering growth and development.<br>• Stay updated on changes in tax laws and regulations to provide informed advice to clients.
