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
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