Abrar Admin

Cain Advisory Group

About UsSAGE Tax Advisory is a dynamic and rapidly growing division within our multi-entity firm, providing comprehensive, advisory-based tax solutions to businesses and high-net-worth individuals. Our team is collaborative, forward-thinking, and committed to helping clients make smarter financial decisions. We are committed to exceeding client expectations with honesty, integrity, accountability, and pursuit of excellence.As we continue to expand, we are seeking an experienced Tax Manager in our San Diego office to play a key role in delivering high-quality client service, mentoring staff, and supporting firm growth.Position OverviewThe Tax Manager will lead client engagements, review complex tax returns, and provide strategic tax guidance. This role is ideal for a highly adaptable professional who thrives in a fast-paced environment, enjoys solving complex problems, mentoring others, and working collaboratively.Key Responsibilities<ul><li>Manage and review federal, state, and local tax returns for individuals, trusts, partnerships, and corporations</li><li>Serve as the primary client contact, providing proactive tax planning and advisory services</li><li>Identify tax-saving strategies and planning opportunities</li><li>Apply strong critical thinking to resolve complex tax and client issues</li><li>Mentor, train, and develop tax staff to support technical and professional growth</li><li>Oversee staff work, ensuring accuracy, quality, and timely delivery</li><li>Collaborate with bookkeeping and accounting teams to ensure accurate financial data</li><li>Assist with tax notices, audits, and regulatory inquiries</li><li>Stay current on evolving tax laws, regulations, and major tax legislation</li><li>Support year-end planning and compliance initiatives</li><li>Contribute to process improvements and firm growth</li></ul>Qualifications<ul><li>9+ years of tax experience, in public accounting or a tax advisory firm</li><li>CPA, EA, or JD required</li><li>MST or JD with LLM in Taxation strongly preferred</li><li>Strong, progressive knowledge of tax law for both compliance and planning</li><li>Proven ability to interpret and apply tax law to real-world client situations</li><li>Demonstrated commitment to staying current with tax law changes and major tax acts</li><li>Highly adaptable with the ability to succeed in a fast-growing environment</li><li>Strong critical thinking and problem-solving skills</li><li>Team player with a collaborative, positive attitude</li><li>Experience managing client relationships and leading engagements</li><li>Proficiency in tax and accounting software, including tax reserach software</li><li>Heavy experience in flow-through entities</li></ul>Preferred Experience<ul><li>Experience in a client-facing advisory role</li><li>Proven success training and mentoring staff</li><li>Ability to manage multiple client engagements under strict deadlines</li><li>Background working with small to mid-sized businesses and high-net-worth individuals</li><li>Experience with complex tax structures and multi-entity planning</li><li>Experience working in a regional or national firm with established processes, procedures and high accountability client service environment</li></ul>What We Offer<ul><li>Competitive salary + performance bonuses</li><li>Flexible work environment (hybrid/remote options available)</li><li>Health, dental, and vision insurance</li><li>Paid time off and firm holidays</li><li>Retirement plan with employer contribution</li><li>Ongoing professional development and growth opportunities</li><li>A collaborative, supportive culture where your ideas are valued</li></ul>Why Join Us?<ul><li>Be part of a growing firm where you can make a real impact</li><li>Work closely with leadership and influence firm direction</li><li>Gain exposure to diverse and complex tax situations</li><li>Clear path for advancement into senior leadership roles</li></ul>How to ApplySubmit your resume and a brief cover letter highlighting your experience and interest in joining our team.Pay: $125,000.00 - $165,000.00 per yearBenefits:<ul><li>401(k)</li><li>401(k) matching</li><li>Continuing education credits</li><li>Dental insurance</li><li>Gym membership</li><li>Health savings account</li><li>On-site gym</li><li>Paid time off</li><li>Vision insurance</li></ul>Work Location: Hybrid remote in San Diego, CA 92128

Tax Manager

Tax Senior Associate &ndash; Job DescriptionBusiness Unit: SAGE Tax AdvisoryReports to: Director of Tax, Tax ManagerDirect Reports: N/APosition OverviewSAGE Tax Advisory is a growing division within our multi-entity firm, providing comprehensive, advisory-based tax solutions. We are committed to exceeding client expectations with honesty, integrity, accountability, and pursuit of excellence.The Tax Senior Associate will be responsible for preparing and reviewing accurate individual and business tax returns, supporting clients in compliance with federal and state tax regulations, and delivering proactive tax planning strategies. This role also includes mentoring junior staff, supporting audits, and ensuring best practices in data security and client service.Key Responsibilities<ul><li>Tax Preparation &amp; Compliance</li><li>Prepare and review individual, business, and trust income tax returns with accuracy and timeliness.</li><li>Ensure compliance with federal, state, and local tax laws.</li><li>Stay current with tax code changes and regulations.</li><li>Manage workload of an assigned group of clients</li></ul>Client Service &amp; Advisory<ul><li>Meet with clients to gather financial information and provide tax guidance.</li><li>Identify potential deductions, credits, and tax planning opportunities.</li><li>Respond to IRS and State notices and inquiries.</li><li>Support clients during audits, providing documentation and resolution strategies.</li></ul>Internal Support &amp; Team Development<ul><li>Assist with bookkeeping for monthly clients when needed.</li><li>Train and mentor junior staff members.</li><li>Support senior tax leaders and collaborate with other advisory team members.</li></ul>Reporting &amp; Documentation<ul><li>Maintain accurate and organized records of tax filings and related correspondence.</li><li>Ensure confidentiality and data security for all client information.</li></ul>Essential EducationBachelor's degree in accounting or related degrees. Active CPA, EA, or JD license required; candidates actively pursuing certification will also be considered.Experience &amp; Position Requirements<ul><li>Experience preparing individual, business, and trust tax returns.</li><li>Proficiency in tax preparation software and digital office environments.</li><li>Strong analytical and organizational skills with the ability to work independently.</li><li>Excellent communication, customer service, and follow-up skills.</li><li>Ability to adapt in a fast-paced, flexible work environment.</li></ul>Key Competencies<ul><li>Integrity and trust</li><li>Attention to detail and accuracy</li><li>Client-focused mindset</li><li>Adaptability and flexibility</li><li>Strong problem-solving skills</li></ul>Why Join us?<ul><li>Be part of a growing firm where you can make a real impact</li><li>Work closely with leadership and influence firm direction</li><li>Gain exposure to diverse and complex tax situations</li><li>Clear path for advancement into leadership roles</li></ul>How to ApplySubmit your resume and a brief cover letter highlighting your experience and interest in joining our team.Pay: $92,000.00 - $120,000.00 per yearBenefits:<ul><li>401(k)</li><li>401(k) matching</li><li>Dental insurance</li><li>Gym membership</li><li>Health insurance</li><li>On-site gym</li><li>Paid time off</li><li>Vision insurance</li></ul>Work Location: Hybrid remote in Oakbrook Ter, IL 60181

Senior Tax Associate

Join Cain Advisory Group and explore 2   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

Cain Advisory Group

About Company

Tax Manager

Senior Tax Associate