The Role
Reviews federal and state tax returns for individuals, partnerships, corporations, and trusts. Develops client relationships, prepares tax guidance and IRS submissions, provides technical training, mentors and manages staff, oversees client budgets and productivity, and supports practice development.
Summary Generated by Built In
Job description:
- Review 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
- Manage performance and development of staff members
- Manage multiple clients, budgets and productivity goals
- Practice development
Qualified candidates will possess the following:
- CPA certification
- Master’s Degree in Taxation a plus
- 6 or more years recent experience in public accounting with a national, large regional or technically proficient local firm
- At least 2 years of supervisory experience
- High level of technical proficiency in corporate, partnership, and individual returns
- Strong accounting and analytical skills
- Strong computer skills: experience with CCH Axcess or CCH Axcess a plus
- Excellent interpersonal, oral, and written communication skills
- Detail oriented and ability to multi-task
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 6 years of recent public accounting experience
- At least 2 years of supervisory experience
- Technical proficiency with corporate, partnership, and individual tax returns
- Strong accounting and analytical skills
- Strong computer skills
- Experience with CCH Axcess
- Excellent interpersonal, oral, and written communication skills
- Detail orientation and ability to multitask
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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.
