Tax Manager - Leadership Role | Growth Opportunity
Job
Herbert Financial Group
Monrovia, CA (In Person)
Full-Time
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Job Description
Job DescriptionJob Description We are seeking an experienced Tax Manager with at least 5 years of relevant tax experience to lead tax preparation operations, ensure accuracy and compliance, and support the growth of our accounting department. This role is ideal for a professional who enjoys improving processes, mentoring team members, and delivering high-quality service to clients. You will play a key role in reviewing returns, managing workflow, supporting staff, and helping improve efficiency across the department, while maintaining high standards of technical accuracy and regulatory compliance. Responsibilities Review individual and business tax returns (1040, 1120S, 1065) Ensure compliance with federal and state regulations Manage tax preparation workflow and deadlines Identify opportunities to improve efficiency and accuracy Provide guidance and support to tax preparers Communicate with clients to resolve tax-related questions Maintain high standards of quality and professionalism Support process improvements within TaxDome workflows Assist leadership in scaling tax operations Company DescriptionHerbert Financial Group is a growing financial services firm specializing in accounting, tax preparation, and financial solutions for individuals and business owners across the United States. Our company is built on professionalism, efficiency, and strong client relationships. We focus on delivering clear guidance and reliable support so our clients can make confident financial decisions. We are currently expanding our team and creating structured career opportunities for individuals who want to grow in a professional environment. At Herbert Financial Group, team members receive training, support, and the opportunity to develop valuable skills within the financial services industry. Our culture values responsibility, continuous learning, and teamwork. We believe that when processes are clear and people are supported, both employees and clients benefit. Join a company that is growing and committed to building a strong, professional team focused on long-term success.
Company DescriptionHerbert Financial Group is a growing financial services firm specializing in accounting, tax preparation, and financial solutions for individuals and business owners across the United States.\r\n\r\nOur company is built on professionalism, efficiency, and strong client relationships. We focus on delivering clear guidance and reliable support so our clients can make confident financial decisions.\r\n\r\nWe are currently expanding our team and creating structured career opportunities for individuals who want to grow in a professional environment. At Herbert Financial Group, team members receive training, support, and the opportunity to develop valuable skills within the financial services industry.\r\n\r\nOur culture values responsibility, continuous learning, and teamwork. We believe that when processes are clear and people are supported, both employees and clients benefit.\r\n\r\nJoin a company that is growing and committed to building a strong, professional team focused on long-term success.
Company DescriptionHerbert Financial Group is a growing financial services firm specializing in accounting, tax preparation, and financial solutions for individuals and business owners across the United States.\r\n\r\nOur company is built on professionalism, efficiency, and strong client relationships. We focus on delivering clear guidance and reliable support so our clients can make confident financial decisions.\r\n\r\nWe are currently expanding our team and creating structured career opportunities for individuals who want to grow in a professional environment. At Herbert Financial Group, team members receive training, support, and the opportunity to develop valuable skills within the financial services industry.\r\n\r\nOur culture values responsibility, continuous learning, and teamwork. We believe that when processes are clear and people are supported, both employees and clients benefit.\r\n\r\nJoin a company that is growing and committed to building a strong, professional team focused on long-term success.
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