About the Tax Manager Role at Robert Half

Robert Half, a global leader in professional staffing and consulting services, is seeking a highly skilled Tax Manager to join our dynamic team in San Clemente, California. This full-time position offers an exciting opportunity for seasoned tax professionals to leverage their expertise in tax accounting, compliance, and strategic planning. With a competitive salary of $120,000 per year, this role is ideal for individuals with over seven years of experience who thrive in fast-paced environments and are passionate about delivering accurate, compliant tax solutions for clients across industries.

As a Tax Manager, you will play a pivotal role in overseeing tax operations, mentoring junior staff, and providing high-level advisory services. Located in the vibrant coastal city of San Clemente, CA, our office offers a collaborative workspace with modern amenities and proximity to beautiful beaches, making it an ideal spot for work-life balance. Robert Half is renowned for its commitment to excellence, innovation in financial services, and fostering career growth for top talent in accounting and finance.

Key Responsibilities

• Oversee the preparation and submission of individual and corporate tax returns, ensuring full compliance with federal, state, and local regulations.
• Manage sales and use tax filings, performing accurate calculations, reconciliations, and timely submissions to avoid penalties.
• Provide strategic tax planning advice to clients, identifying opportunities for deductions, credits, and optimizations to enhance financial outcomes.
• Conduct thorough reviews of tax documents, financial statements, and supporting records to detect discrepancies and ensure utmost accuracy.
• Stay abreast of evolving tax laws, IRS guidelines, and state regulations, proactively advising on adjustments needed for compliance.
• Collaborate closely with clients to collect essential financial data, answer inquiries, and resolve complex tax issues efficiently.
• Lead and mentor entry-level tax staff, offering hands-on guidance, training, and performance feedback to build a high-performing team.
• Develop and implement streamlined processes for tax preparation, reporting, and workflow management to boost efficiency.
• Represent the firm during tax audits and respond to inquiries from authorities with comprehensive documentation and strategic defense.
• Prepare detailed financial reports, tax analyses, and forecasts to support business decisions and client reporting needs.

Required Qualifications

To excel as our Tax Manager, candidates must possess a robust background in tax accounting. Key qualifications include:

• A Bachelor's degree in Accounting, Finance, Taxation, or a related field; Master's degree or CPA certification strongly preferred.
• Over 7 years of progressive experience in tax preparation and management, with hands-on work in individual, corporate, and sales/use tax.
• Deep expertise in tax software such as CCH Axcess, UltraTax, or ProSeries, coupled with advanced Excel proficiency.
• Exceptional analytical skills, meticulous attention to detail, and the ability to handle high-pressure deadlines during tax season.
• Proven leadership experience in mentoring teams and driving process improvements.
• Strong communication skills for client interactions, audit representations, and internal collaborations.
• Familiarity with California-specific tax regulations and multi-state filing requirements.

In addition to technical prowess, we value candidates who demonstrate integrity, adaptability, and a proactive approach to staying current with tax reforms like the Tax Cuts and Jobs Act updates.

Why Join Robert Half in San Clemente, CA?

Joining Robert Half means becoming part of a prestigious firm with a legacy of empowering professionals in finance and accounting. Our San Clemente location offers not just a job, but a career trajectory with abundant growth opportunities, including promotions to Senior Tax Manager or Director roles. Enjoy a comprehensive benefits package featuring competitive pay at $120,000 annually, full medical/dental/vision coverage, 401(k) matching, generous PTO, and professional development stipends for CPA maintenance or certifications.

Experience a supportive culture that prioritizes work-life balance with hybrid flexibility, wellness initiatives, and team-building events. Robert Half's national network provides exposure to diverse clients, from startups to Fortune 500 companies, enhancing your resume and expertise. In sunny San Clemente, California, United States, you'll contribute to impactful tax strategies while enjoying coastal living. Apply today to elevate your career with Robert Half's Tax Manager position!