Tax Manager Job at Unify Recruit, Costa Mesa, CA

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  • Unify Recruit
  • Costa Mesa, CA

Job Description

Are you an experienced tax professional looking to take ownership of tax operations in a dynamic, multi-entity environment? We’re looking for a Tax Manager to join our team and lead the preparation, compliance, and strategic planning of federal, state, and local taxes across a range of business and individual entities.

As a key member of the finance team, you’ll collaborate closely with leadership and external advisors to ensure timely, accurate filings and strategic tax planning—while staying ahead of regulatory changes and identifying opportunities for process improvement.

Key Responsibilities

  • Manage preparation of tax work papers and coordinate with external advisors on filings, audits, and complex tax matters.
  • Prepare quarterly tax forecasts and communicate timely updates to owners or their advisors.
  • Oversee compliance across federal, state, and local tax regulations for multiple entities including partnerships and LLCs.
  • Assist with appraisals and maintain entity documentation and ownership records.
  • Review fixed asset reports and construction accounting to ensure alignment with tax policies.
  • Support the CFO on special projects, and lead improvements in tax-related technology and systems.
  • Prepare and issue 1099s; maintain light bookkeeping for select entities.
  • Supervise one team member.

What We’re Looking For

  • CPA required with a Bachelor’s degree in Accounting or Taxation.
  • 5–6 years of experience in tax compliance and planning, preferably with a focus on real estate or partnership structures.
  • Proficient in Microsoft Excel; knowledge of MRI software is a plus.
  • Strong understanding of partnership accounting and taxation.
  • Excellent analytical, problem-solving, and communication skills.
  • Proven ability to work cross-functionally and manage sensitive financial data with discretion.
  • Comfortable working both independently and as part of a collaborative team.

Core Competencies

  • Strategic thinker with strong leadership and interpersonal skills.
  • Effective written and verbal communicator.
  • Detail-oriented with a proactive approach to continuous improvement.
  • Adaptable and resourceful, with the ability to manage multiple deadlines.

Job Tags

Local area,

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