The Role
Reviews complex federal and state tax returns for individuals, partnerships, corporations, and trusts. Advises clients, prepares tax memoranda and regulatory submissions, provides technical training, mentors staff, and manages client engagements, budgets, productivity goals, and business development initiatives.
Summary Generated by Built In
Job description:
- Review complex federal and state income taxes for Individual, Partnership, Corporate and Trust tax returns
- Build new and existing client relationships and demonstrate knowledge of client industries
- Prepare internal memoranda, written correspondence/guidance, private letter rulings and other documents for submission to the IRS, Treasury Department, or other taxing authorities
- Provide technical training
- Participate in staff mentorship program to manage performance and development of staff members
- Manage multiple clients, budgets and productivity goals
- Embrace the growth of the practice by implementing thoughtful leadership proposals, and collaborating with other professionals to identify new market opportunities
Qualified candidates will possess the following:
- CPA certification
- Master’s Degree in Taxation a plus
- Minimum of 10 years recent experience in public accounting with a national, large regional or technically proficient local firm
- 3 or more years of supervisory experience
- Well versed in advanced corporate, partnership, and individual returns
- Proficient accounting and analytical skills
- Proficient computer skills: experience with CCH Axcess a plus
- Excellent interpersonal, oral, and written communication skills
- Detail oriented and able to manage multiple projects efficiently
- Strong project and people management skills with enthusiasm for developing engagements
Our benefits include:
- Competitive salary
- Health, dental, vision, life, long-term disability insurance
- 401(k) plan
- New business and employee referral bonuses
- Professional dues
- Continuing education
- Free parking
Skills Required
- CPA certification
- Master's degree in Taxation
- At least 10 years of recent public accounting experience
- At least 3 years of supervisory experience
- Advanced knowledge of corporate, partnership, and individual tax returns
- Proficient accounting and analytical skills
- Proficient computer skills
- Experience with CCH Axcess
- Excellent interpersonal, oral, and written communication skills
- Ability to manage multiple projects efficiently
- Strong project and people management skills
- Enthusiasm for developing engagements
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The Company
What We Do
Lavine, Lofgren, Morris & Engelberg, LLP (LLME) is a San Diego-based accounting firm serving individuals, businesses, and nonprofit organizations nationally and internationally. Since 1985, it has provided personalized tax and accounting services, including accounting, audit and review, business tax, individual/trust/estate tax, and transactional support. The firm emphasizes strategic planning, high-quality innovative solutions, and personal, proactive client service. Its work supports clients' tax and accounting needs through strategic planning and implementation.
