Job Description
Job Title: Senior Tax Production Manager (CPA or EA U.S. Tax Reviewer) Employment Type: Full-time or Part-time | Permanent About the Role Are you seeking a career that prioritizes excellence, work/life balance, and professional growth? Tax Prose invites you to join a forward-thinking, high-integrity firm where client care, quality control, and leadership are paramount. As a Senior Tax Production Manager, you will lead our compliance department and mentor a talented team, ensuring accurate, timely tax filings and consistent professional development. Key Responsibilities As a Senior Tax Production Manager, you will: • Review Tax Returns Lead the review of complex individual, partnership, S-corp, C-corp, and trust tax returns; assist in preparation as needed. • Team Leadership & Mentorship Provide training, guidance, and support to staff accountants, bookkeepers, and junior tax preparers; lead by example and reinforce best practices. • Workflow Oversight Manage the production pipeline from intake through delivery, ensuring accuracy, efficiency, and compliance with deadlines. • Process Documentation Create process documentation and assist in recording internal training videos to support firmwide knowledge transfer. • Client-Facing Support Serve as the second set of eyes on tax matters and elevate the client experience with strategic tax insights. • Collaboration & Huddles Run daily or weekly check-ins to coordinate tasks, troubleshoot issues, and maintain accountability across the team. • Special Projects Engage in ad hoc tax strategy, resolution, and internal improvement initiatives. Qualifications Required: • Valid and active California CPA license or EA credential • Minimum 4 years of U.S. tax preparation and review experience • Strong understanding of GAAP, tax code, and financial reporting • Excellent written and verbal communication skills • Experience supervising or mentoring a team • Authorized to work in the U.S. without sponsorship • Ability to commit exclusively to the firm Preferred: • Bachelors degree in Accounting, Finance, or related field • Experience with process improvement and/or team leadership in a public accounting setting Preferred Software Experience While training is provided, familiarity with the following is a plus: • QuickBooks / Xero • Lacerte / ProConnect • Liscio What We Offer • Competitive salary based on experience • Performance-based bonuses • Paid training and continuing education • PTO and flexible scheduling (after probationary period) • Company-provided equipment • Professional growth through structured performance reviews • Supportive team culture and leadership transparency Schedule • 8-hour shifts • Monday to Friday, with flexibility • Occasional weekend availability during tax season Application Process The hiring process includes: • Online application • Proctored technical exam • Accountant-specific personality assessment • Interviews with firm leadership Join us and be part of a firm that values your expertise, respects your time, and supports your career. Retirement Benefits • SIMPLE IRA plan with 3% employer match • Available to eligible employees after the applicable waiting period Paid Time Off • Paid Time Off (PTO) • Paid Holidays: Includes federal holidays, the day after tax deadline, and firm closure between Christmas and New Year’s • Additional flex days available based on performance and tenure Professional Development • Paid CPE and training • CPA/EA license renewal fees covered • Professional memberships (e.g., CalCPA, NAEA) reimbursed • Access to mentorship, leadership development, and technical training Work/Life Balance • Flexible scheduling with hybrid and remote work options potential • Reasonable workloads with no expectation of burnout during tax season • Structured workflow systems to support focused, efficient workdays • Respect for personal boundaries and family commitments • Work in another office location to change your environment now and then - optional Apply tot his job