---

---

Location

Folsom, CA | United States

---

Job description

If you are a Tax Manager with individual tax review experience and proficiency in Lacerte, please read on!

Top Reasons to Work with Us

Serve your clients as a true advisor - Individual and Estate/Trust/Gift Clients
Focus on return review - limited management and limited preparation
Competitive Compensation and Benefits

What You Need for this Position

- Lacerte (required experience)
- CPA (required)
- Review (required experience)
- SmartVault (preferred experience)
- SafeSend (experience a plus)
- SalesForce (preferred experience)
- 1041, Trust Estate Tax, Individual (required experience)

What's In It for You

Competitive compensation and benefits
Great work life balance
Working with an established and supportive team to serve your clients

Medical: Blue Shield (HMO, PPOs and HDHP with HSA) plans and Kaiser (HMO and HDHP with HSA) plans for California associates
Dental insurance with MetLife
Vision insurance with VSP
Optional supplemental benefits
Healthcare savings accounts with company contribution
Flexible spending accounts
Flexible working arrangements
Generous 401K contributions
Exempt associates qualify for our flexible paid time off policy.
Non-Exempt associates will receive 25.5 days of paid time off annually, which includes holidays, during the first three years of employment.
Option to participate in our Equity Purchase Program
Future growth opportunities within the company

Benefits

- Vacation/PTO
- Medical
- Dental
- Vision
- 401k
- Bonus

So, if you are a Tax Manager with experience, please apply today!

Colorado employees will receive paid sick leave. For additional information about available benefits, please contact Vincent Steger

Applicants must be authorized to work in the U.S.

Preferred Skills

Lacerte

CPA

review

SmartVault

SafeSend

SalesForce

Tax Returns

Tax Accounting

1041

Trust Estate Tax

---

Job tags

---

---

Salary

$100k - $150k