Position Overview
Location: Solana Beach, CA
Work Arrangement: Hybrid
Typical Day in the Life
A typical day as a Tax Manager might include the following:
- Preparing and reviewing complex individual (1040), fiduciary, partnership, Scorp, and multientity tax returns with significant investment, K1, real estate, and multigenerational family activity.
- Working with staff to ensure tax returns are completed correctly by required deadlines and under firm processes.
- Evaluating the client's full tax landscape-individual, trust, partnerships, and family entities-to ensure optimal outcomes.
- Performing technical research on individual, trust, partnership, estate, and related planning matters.
- Advising and coaching team members and providing consistent recognition and encouragement to team members.
- Managing client relationships by proact...