Senior Tax Manager

Sterling Inspired Staffing.; San Jose (CA); On-site; USD 150,000 - 230,000; Full time

Job summary

A leading staffing firm in California is seeking a leadership role that involves utilizing technical tax and client service skills for real estate clients. The role requires strong analytical and operational skills, as candidates must manage client relationships and compliance consulting. This position demands a Bachelor's degree with 7 years of public accounting experience, and preferred qualifications include a Master's degree. The ideal candidate will demonstrate abilities in managing deadlines, mentoring teams, and communicating effectively across all organization levels.

Qualifications

• 7 years experience in public accounting or related field.
• 5 years supervisory experience.
• Ability to manage deadlines and prioritize assignments.
• Ability to manage deadlines, multitask, and prioritize assignments.
• Strong verbal and written communication across all organizational levels.

Responsibilities

• Serve as clients' trusted advisor and communicate solution options.
• Manage compliance and consulting in areas of tax applications.
• Mentor, coach, train, supervise, and evaluate staff.
• Analyze partnership/LLC tax considerations and operating agreements.
• Mentor and supervise staff; foster a collaborative team culture.
• Coordinate with Managing Directors on planning and growth opportunities.
• Travel as required based on business needs.

Skills

Technical tax skills

Analytical skills

Client service skills

Management skills

Operational skills

Education

Bachelor's degree in Accounting, Finance or relevant field

Master's degree in Accounting, Taxation, or related field

Job description

• In this leadership role, you will have the opportunity to utilize your technical tax, analytical, operational, management, and client service skills with real estate clients
• Serve as clients trusted advisor, demonstrates knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to client and team
• Manage compliance and consulting in areas of Section 1031 exchange, Section 754 step-up, Section 163(j) interest limitation, Section 1231 gain/loss calculations as well as an ability to analyze and implement certain aspects of partnership/LLC operating agreements with respect to tax applications.
• Serve as clients trusted advisor, demonstrates knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to client and team.
• Demonstrate proficient technical skills for handling all client responsibilities, including knowledge of trends, industries, alternatives, etc.
• Understand the clients organization, procedures, and internal policies.
• Understanding your clients goals and needs and servicing clients directly.
• Owning client relationships and work.
• Strategizing with Managing Directors regarding planning.
• Provide clients with recommendations and guidance on how to achieve their goals and assist in identifying opportunities for growth with clients.
• Researching tax and accounting issues and providing guidance to clients.
• Working closely with staff, and assisting senior management in mentoring, coaching, training, supervising, and evaluating staff.
• Foster a team environment; demonstrates support of management and decisions and build a positive culture.

Preferred Qualifications

• Masters degree preferred in Accounting, Taxation, or related field

Minimum Qualifications

• Bachelors degree required; Masters degree preferred in Accounting, Finance or relevant field
• 7 years experience in public accounting or related field
• 5 years supervisory
• Must have and preserve required licenses
• Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
• Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
• Proficient use of applicable technology
• Must be able to travel based on business needs