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Supervise M&A tax due diligence for middle-market transactions, assessing tax risks, deal structures, and integration needs. Prepare reports, conduct tax research, advise clients, manage tax compliance engagements, review staff work, and serve as a key client contact. Mentor team members, resolve complex tax issues, identify additional service opportunities, and manage project deliverables and deadlines.

Prepares federal, state, local, and special tax returns; researches tax regulations; advises on tax matters; manages multiple deadlines and projects; communicates with clients and firm personnel; and trains and develops staff. The role requires accounting experience with individual and partnership tax returns and is based in a hybrid model in Pasadena or Encino, California.

Prepares federal, state, local, and special tax returns for individual and business clients. Responsibilities include analyzing financial information, researching tax regulations, maintaining technical knowledge, managing multiple projects and deadlines, completing special projects, and contributing to strong client relationships. The role requires accounting experience, CPA candidacy, and effective analytical, communication, and project management skills.

As a Tax Manager, you will lead tax engagements, manage client relations, advise on tax matters, and mentor staff. Key responsibilities include reviewing tax returns, resolving complex issues, and developing client strategies.

The CAAS Manager manages client relationships, advises on financial strategies, mentors staff, and drives departmental growth, focusing on mid-to-large clients.

The Tax Supervisor will manage client tax engagements, perform reviews, mentor staff, handle tax research, and maintain client relationships.

Lead fiduciary accounting for complex multigenerational family engagements, oversee trust accounting and quarterly beneficiary distributions, supervise and train staff, review partnership and fiduciary tax returns, manage full compliance cycle, advise on tax planning, and coordinate with trustees and external advisors.

Manage multiple assurance engagements from planning through completion, supervise and develop audit staff, own client relationships, handle engagement economics, research and apply GAAP/GAAS, contribute to business development and firm technical thought leadership, and ensure quality and compliance across a portfolio of complex clients.

Lead tax due diligence for middle‑market M&A transactions, evaluate tax risks across income, sales, property, payroll, and unclaimed property, prepare and present reports, analyze deal structures, support post‑transaction integration, manage tax compliance for individuals, corporations, and partnerships, review staff work, conduct tax research, advise clients, and coach and mentor team members.

The Tax Director oversees operations and team development, managing federal and multi-state tax returns, client advisory services, and departmental standards.