Senior Manager/Director for a Boutique CPA Firm

Area : Westlake Village, California

Description : Our client is a fast-paced full service accounting firm that specializes in tax and financial planning services.  They are seeking a Tax Senior Manager/Director that specializes in various aspects of partnership, S Corp and individual tax including real estate and venture capital ownership. The Tax Director will work directly with clients, key decision makers and business owners. This position is perfect for a person who is looking become a partner in the next 2-3 years (or soon if they enter with a book of their own business).

This is a full-time role with a focus on flexible hours. The role is based in Westlake Village.  


- Conduct day-to-day management of accounts by taking the lead role in running the client engagement and and delivering consulting and compliance tax services to the client.

- Review payroll and income tax returns, correct as needed. 

- Recognize and inform partners of opportunities to increase level and types of services to clients

- Work with firm marketing resources and proposals to identify and seize new client business opportunities. 

- Manage IRS/FTB audits and correspondence. 

- Review and correct client bookkeeping records. 

- Provide timely, high quality client service that meet or exceed client expectations.

- Ensure professional development through ongoing education and obtaining additional certifications as needed.


- 7-12+ years of public accounting experience in a tax department

- CPA license, preferred

- Prior experience working with CCH Profx Tax Software, highly preferred

- Previous experience in a mid to large size CPA firm or a Masters of Taxation is a plus.

- Strong technical skills in accounting and tax preparation, significant review experience. 

- Good research and writing skills. 

- Must be Tech-savvy and able to resolve basic IT issues while working in a paperless environment. 

- Strong Employee Management skills needed, Previous experience in overseeing office administrative management preferred. 

- Must be detail oriented and have excellent problem solving and communication skills.

- Customer focused multi-tasker who takes the initiative to set and meet deadlines in a fast-paced environment.

Published : Jun 30, 2018

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