Senior Tax Manager: Client Advisory & Planning

Pivotal Talent Search; United States; On-site; USD 123,000 - 167,000; Full time

Job summary

Pivotal Talent Search is seeking a Tax Manager to oversee accounting, financial statement prep, and tax planning for diverse client clientele in the United States. The role covers preparation and review of tax returns for corporations, partnerships, individuals, trusts, and coordinating foreign filings, with a focus on client onboarding and relationship management.

The ideal candidate has a CPA license, 5+ years of Big 4 or CPA firm experience, and strong knowledge of tax codes.

Qualifications

• Bachelor's degree in accounting required, master's degree in accounting/finance or MBA preferred.
• 5+ years of successful CPA firm experience and/or Big 4 experience, with business tax experience (corp, partnership, individual, trust).
• Active CPA licensure.
• Knowledge of California tax laws, preferred.
• Display comprehensive technical tax and accounting knowledge relating to the current business state and federal tax codes.
• Demonstrate the ability to research and provide solution options for difficult tax problems.
• Excellent verbal and written communication skills.
• Willingness to understand and properly communicate difficult issues to clients.
• Commitment to developing technical and industry knowledge through personal reading, research, coursework and other continuing education.
• Ability to build relationships in the business community to generate future leads and referrals.
• Deep knowledge and expertise in medical and dental industry metrics, preferred.

Responsibilities

• Oversee client financial statements for accuracy and timeliness.
• Review and prepare profit allocations for multi-owner clients.
• Oversee client tax onboarding.
• Prepare, review, and sign designated tax returns for corporations, partnerships, individuals, trusts, and coordinating foreign tax filings.
• Manage the client relationship (i.e.: running meetings and correspondence).
• Oversee semi-annual client meetings for financial review and tax planning.
• Responsible for preparation for meetings and any follow-ups that result.
• Oversee client’s strategic planning activities.
• Oversee preparation and analysis of dental practice buyer financial due diligence.
• Oversee, prepare and review client tax projections for estimated tax payments and future tax liabilities.
• Oversee tax notice resolutions.
• Oversee government audits.
• Monitors and manages assigned accounts to ensure required work is performed on schedule with the client’s internal Service Team.
• Research and answer client’s accounting and tax questions.
• Stay up to date and research new tax laws and prepare internal educational materials.
• Consistently remains alert to client satisfaction, addresses client needs, with timely follow-up and communicates appropriate information to engagement partners and personnel.
• Build and maintain successful relationships with clients, their personnel and our staff.

Skills

CPA

Client management

Tax planning

Tax research

Communication

Education

Bachelor's in Accounting

Master's in Accounting/Finance or MBA

CPA license

Job description

Pivotal Talent Search is seeking a Tax Manager to oversee accounting, financial statement prep, and tax planning for diverse client clientele in the United States. The role covers preparation and review of tax returns for corporations, partnerships, individuals, trusts, and coordinating foreign filings, with a focus on client onboarding and relationship management.

The ideal candidate has a CPA license, 5+ years of Big 4 or CPA firm experience, and strong knowledge of tax codes.