Senior Tax Manager

Distinct | North America; San Jose (CA); Hybrid; USD 152,000 - 205,000; Full time

Job summary

Unknown Firm North America seeks a senior tax manager to own the complicated end of the clients' books, with a hybrid work setup in Cupertino. The role oversees complex returns for corporations, partnerships, trusts and estates while improving processes and policy adherence.

You'll manage a team, set quality standards, and leverage firm software to reduce routine work while ensuring professional judgment remains with you. Compensation ranges from $152,000 to $205,000 depending on experience.

Qualifications

• CPA or EA credential required.
• 10+ years in public accounting or tax.
• Experience reviewing complex returns for entities, trusts and estates.
• Experience leading a tax team.

Responsibilities

• Review and prepare complex returns across entities, trusts and estates.
• Multi-entity planning and translating a legislative change for a named client.
• Be the go-to person when urgent issues arise.
• Lead, appraise and develop the tax team.

Skills

Team leadership

Client relationship

Communication

Education

CPA or EA credential

Tools

CCH Axcess

UltraTax

Job description

Somewhere near you there's a sole practitioner in his late 60s with 300 clients, a filing system only he understands, and no plan for any of it. His clients have been with him 20 years. One day he stops, and they all have to go somewhere.

That's the firm hiring here. It takes on those books and keeps the clients, and it wants a senior tax manager to own the complicated end of them. Cupertino, hybrid, $152,000 to $205,000. The band's that wide because they'll flex on experience and pay you for what you actually bring.

The work is corporations, partnerships, individuals, trusts and estates, federal and state and local, and planning that goes past filling in the return. You'd also be the one fixing the thing that keeps going wrong at the process level instead of patching the same return every spring.

Why this firm

• $152,000 to $205,000, hybrid
• You lead a team and set the quality bar, rather than inheriting someone else's
• Their own software takes the routine work off your desk, and the judgment stays yours
• Clients who've had the same accountant for 20 years and expect to be known
• The honest bit: they're growing fast on other people's client books, so you'd be untangling other people's filing habits for a while

What you'll be doing

• Review and preparation on the complex returns across entities, trusts and estates
• Multi entity planning, and translating a legislative change into what it means for a named client
• Being the call when something's urgent and nobody else can answer it
• Leading, appraising and actually developing a tax team

What you'll have

• CPA or EA, both work
• 10 years or more in public accounting or tax
• CCH Axcess or UltraTax, and a book you've managed yourself