Tax Manager

Globalsoft Solutions LLC; Oakland (CA); On-site; USD 90,000 - 130,000; Full time

Job summary

Globalsoft Solutions LLC is seeking an experienced tax professional to review complex federal, state, and local returns for individuals, partnerships, and corporations. The role emphasizes client relations, planning, and delivering accurate, timely tax deliverables across industries.

Ideal candidates hold a CPA, have 5+ years in public accounting, and are proficient with tax research tools (RIA, CCH) and ProSystem fx.

Qualifications

• Experience reviewing complex tax returns for individuals, partnerships, and corporations.
• Ability to manage client relationships and meet deadlines while maintaining quality.
• Strong analytical and communication skills with attention to detail.

Responsibilities

• Review complex federal, state, and local tax returns for individuals, partnerships, and corporations.
• Build and maintain relationships with clients through planning and consulting.
• Ensure timely completion of client deliverables within budget and timelines.
• Prepare correspondence with tax authorities and respond to inquiries.
• Mentor staff on tax engagements and performance reviews.
• Stay updated on tax developments and advise clients on changes in tax law.
• Pursue ongoing professional development and align goals with firm objectives.

Skills

Tax research

Attention to detail

Communication

Time management

Mentoring/leadership

Education

Bachelor’s or Master’s degree in Accounting

CPA certification

Tools

RIA

CCH

ProSystem fx

Job description

We are a leading firm in the accounting industry, dedicated to providing exceptional service and expertise to our clients. Our mission is to deliver innovative solutions while fostering a culture of collaboration and professional growth.

About the Role

The role involves reviewing complex federal, state, and local tax returns for individuals, partnerships, and corporations across a variety of industries, while building and maintaining strong relationships with clients.

Responsibilities

• Review complex federal, state, and local tax returns for individuals, partnerships, and corporations across a variety of industries.
• Build and maintain strong relationships with new and existing clients by providing planning, consulting, and industry expertise.
• Ensure timely completion of client deliverables while adhering to budget and project timelines.
• Respond to and prepare correspondence with tax authorities.
• Manage, train, mentor, and develop staff members on tax engagements and performance reviews.
• Stay current on legislative and regulatory tax developments and assist clients in responding to changes in tax law.
• Actively pursue ongoing professional development opportunities.
• Establish and work toward individual goals that align with departmental and firm objectives.

Qualifications

• Bachelor’s or Master’s degree in Accounting or a related field required.
• CPA certification required.
• 5+ years of public accounting experience required.

Required Skills

• Strong tax preparation and review experience required.
• Experience serving clients across diverse industries preferred.
• Proficiency with tax research tools (RIA, CCH, etc.) and ProSystem fx software preferred.
• Ability and willingness to work extended hours during busy season.
• Strong organizational, analytical, and communication skills.
• Excellent attention to detail and work ethic.
• Ability to work both independently and collaboratively in a team environment.
• Adaptable with strong multitasking and time management abilities.
• Willingness to travel locally and regionally for client engagements as needed.
• Strong desire for continuous learning and career advancement.

Preferred Skills

• Experience serving clients across diverse industries preferred.
• Proficiency with tax research tools (RIA, CCH, etc.) and ProSystem fx software preferred.

Pay range and compensation package

Experience Level: Staff to Manager Level (5+ years)

Job Function: Accounting/Auditing

Work Arrangement: Onsite with hybrid flexibility

Location Options: Dayton, Cincinnati, or Troy, Ohio

Equal Opportunity Statement

We are committed to diversity and inclusivity in our hiring practices and strive to create an environment where all individuals feel valued and respected.