Senior Tax Manager — CPA, Planning & Client Leadership

StaffWorthy; San Rafael (CA); On-site; USD 85,000 - 120,000; Full time

Job summary

A reputable tax consulting firm in San Rafael is seeking a Tax Manager or Sr. Tax Manager to review and prepare tax returns, identify tax planning opportunities, and supervise a team. The successful candidate will have a current CPA license, a Bachelor's degree in accounting, and 5-10 years of experience in a CPA firm or family office. Proficiency in Excel and experience with CCH ProSystem is required. The role involves managing client communications and working under tight deadlines.

Qualifications

• Current CPA license is required.
• Bachelor's degree in accounting with strong financial statement knowledge.
• 5-10 years recent CPA firm or family office experience preferred.

Responsibilities

• Review and prepare individual, corporate, and partnership tax returns.
• Identify tax issues and planning opportunities.
• Supervise and train team members in tax and accounting.

Skills

Tax return preparation

Critical thinking

Client communication

Software proficiency (Excel)

Problem-solving

Education

Current CPA license

Bachelor's degree in accounting

Tools

CCH ProSystem

Job description

A reputable tax consulting firm in San Rafael is seeking a Tax Manager or Sr. Tax Manager to review and prepare tax returns, identify tax planning opportunities, and supervise a team. The successful candidate will have a current CPA license, a Bachelor's degree in accounting, and 5-10 years of experience in a CPA firm or family office. Proficiency in Excel and experience with CCH ProSystem is required. The role involves managing client communications and working under tight deadlines.