Offer summary

Qualifications:

Bachelor's Degree in a relevant field., Current CPA certification or law degree; candidates without a CPA must be working towards certification., At least five to seven years of experience in public accounting, with a focus on tax research and client advising., Proficiency in tax software like CCH Pro FX and strong communication skills..

Key responsibilities:

Perform and complete credit studies related to research and development credits.

Manage and delegate tax research projects to ensure accuracy and efficiency.

Participate in client meetings and assist with tax planning and credit calculations.

Build and maintain good relationships with clients and support audit and tax teams.

Job description

The Role

This role is for an R&D Manager for the State and Local Tax Department. Preference is being given to candidates with an active CPA license, although progress towards certification may be acceptable.

Education and Qualifications

Bachelor's Degree.
Current CPA certification or law degree.
Candidates without a current CPA license or law degree must be working towards their CPA license.
Must successfully pass a background check.
Must be currently authorized to work in the United States full-time.

Essential Functions

Assumes responsibility for performing and completing credit studies (e.g., research and development credit) with accompanying documentation and final client work product, with limited supervision.
Demonstrates thorough knowledge and proficiency in advanced technical skills necessary for advising clients.
Performs all tasks related to client service and sees that assignments are accomplished within budgeted time.
Delegates and manages tax research projects to achieve an accurate and efficient product.
Participates actively in client meetings and tax planning efforts to assist the Auditing and Accounting Department with larger clients. Assists audit and tax partners, directors, and managers with credit calculations and support.
Build and maintain good client relationships.

Experience

At least five to seven years of experience in public accounting, demonstrating a proven progression in tax complexity, scope, and research.
At least two years of experience representing clients before taxing authorities.
Minimum one-year experience supervising and directing work of tax preparers.
Knowledge of California state and local regulations is a big plus.

Knowledge, Skills, and Abilities

Each year, a minimum of forty hours of continuing education is required to maintain and develop technical and business skills.
Strong skills and experience with Word, Outlook, Excel, and QuickBooks.
Experience with CCH Pro FX tax software.
Demonstrates excellence in most advanced technical skills.
Keep current on applicable professional standards.
Excellent verbal and written communication skills.

Working Conditions

Ability to work overtime and weekend hours during peak busy periods to meet deadlines and partner and client expectations.

Health

Comprehensive 401(k) matching program.
Choice of HMO or PPO medical plans available.
Generous discounts are available under some plans for drugs and/or eye prescriptions.
Comprehensive vision plans are available.
A choice of HMO or PPO dental plans.
Funded life insurance plans covering death/dismemberment. Additional coverage is available for purchase.
Flex spending plans are available.
Gym membership subsidy.

Happiness

Casual dress environment.
Substantial professional development through ongoing training (an accredited employer with the AICPA and the ACCA).
A training department is dedicated to all your learning & CPE continuation needs.
Subsidized CPA examination fees & spot bonus.
Paid time off to study for the CPA.
Competitive compensation packages.
Generous paid time off policies.
Diverse client base to inspire and challenge you.
Mentorship opportunities through our resource group and buddy systems.

Beyond

This position is eligible for performance bonuses.
Bonus payments for client or employee referrals.
Targeted kudos program providing firm-wide employee recognition and financial rewards.
Discounted movie tickets.
Structured volunteer and community care programs through a dedicated company program.
A generational task force that welcomes ideas and suggestions to enhance the workplace.
Structured internship programs to guide future college graduates.
Partner & director attendance at local college recruiting and class events.