Senior Tax Manager (CPA)

Jobot; San Francisco (CA); Hybrid; USD 150,000 - 180,000; Full time

Benefits offered by this job

Medical insurance

401(k)

Tuition assistance

Commuter benefits

Pension plan

Vision insurance

Dental insurance

Job summary

Jobot in San Francisco is seeking a Senior Tax Manager to lead complex tax engagements for high-net-worth individuals and business entities. You will supervise the preparation and filing of returns, perform sophisticated tax planning, and guide clients through evolving regulations.

Ideal candidates bring at least 10 years of tax experience, CPA status or in progress, and a proven ability to mentor staff while delivering exceptional client service in a hybrid work setting.

Qualifications

• Bachelor's/Master's in Accounting, Finance or related field.
• CPA certification required or in process.
• At least 10 years' experience in individual and corporate taxes.
• Ability to work independently and as part of a team.
• Strong communication and interpersonal skills.
• Proficient in tax preparation software.

Responsibilities

• Manage and oversee the preparation and filing of individual and corporate tax returns.
• Develop and implement tax planning strategies to minimize tax liabilities for clients.
• Conduct research and stay up-to-date on tax laws and regulations to ensure compliance and identify tax-savings opportunities.
• Review and analyze financial data to ensure accuracy and completeness for tax purposes.
• Provide guidance and advice to clients on tax-related matters.
• Supervise and mentor junior tax Associates.
• Communicate effectively with clients, tax authorities, and other stakeholders.

Skills

Tax expertise

Individual tax

Corporate tax

Client communication

Mentoring

Education

CPA certification

Tools

Tax software

Job description

Job details

Senior Tax Manager needed for a firm in San Francisco // Excellent Benefits and Work-Life Balance // Hybrid // CPA Required

Salary: $150,000 - $180,000 per year

A bit about us

Our client is a boutique accounting firm in downtown San Francisco, providing a wide range of tax services since 1981. Their primary focus is high net worth individuals and their related tax issues. As an established mid-sized local accounting firm.

Why join us

The client believes in work-life balance, so you can finish your day at a reasonable hour and still have time to enjoy with family and friends!

Benefits

• Medical insurance
• 401(k)
• Tuition assistance
• Commuter benefits
• Pension plan
• Vision insurance
• Dental insurance

Job Details

We are currently seeking a Senior Tax Manager with a CPA, specializing in individual tax for high-net-worth clients, S Corps, real estate tax, partnerships, and more. Every day will be an interesting challenge which will give you an opportunity to learn and grow.

Responsibilities

• Manage and oversee the preparation and filing of individual and corporate tax returns
• Develop and implement tax planning strategies to minimize tax liabilities for clients
• Conduct research and stay up-to-date on tax laws and regulations to ensure compliance and identify tax-savings opportunities
• Review and analyze financial data to ensure accuracy and completeness for tax purposes.
• Provide guidance and advice to clients on tax-related matters
• Supervise and mentor junior tax Associates
• Communicate effectively with clients, tax authorities, and other stakeholders

Qualification

• Bachelor/Masters Degree in Accounting, Finance or other related field.
• CPA certification a must or at least has started with the process
• Minimum of 10 years' experience in individual and corporate taxes
• Ability to work independently and as part of a team
• Strong communication and interpersonal skills
• Proficient in tax preparation software

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

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