Senior Tax Manager for High‑Net‑Worth Clients

Ledgent; San Jose (CA); On-site; USD 135,000 - 175,000; Full time

Job summary

A Finance/Accounting solutions provider located in San Jose, CA, is seeking a Tax Manager. This role involves reviewing individual and corporate tax returns, preparing complex returns, and advising high-net-worth clients. The ideal candidate will hold a CPA license, have a minimum of 10 years in public accounting, and be proficient in accrual accounting and GAAP. The position is full-time and offers a competitive salary range of $135,000 to $175,000 annually.

Qualifications

• CPA license is required.
• Minimum 10 years of experience in public accounting.
• Experience advising high-net-worth individuals, businesses, estates, and trusts.

Responsibilities

• Review individual, corporate, fiduciary, and estate tax returns.
• Prepare complex tax returns.
• Advise clients on tax matters.

Skills

CPA license

Advanced Excel skills

Strong technical knowledge in accrual accounting and GAAP

Proficiency in Lacerte Tax Software

Proficiency in QuickBooks

Education

Bachelor's degree in Accounting or Taxation

Master's degree in Accounting or Taxation

Job description

A Finance/Accounting solutions provider located in San Jose, CA, is seeking a Tax Manager. This role involves reviewing individual and corporate tax returns, preparing complex returns, and advising high-net-worth clients. The ideal candidate will hold a CPA license, have a minimum of 10 years in public accounting, and be proficient in accrual accounting and GAAP. The position is full-time and offers a competitive salary range of $135,000 to $175,000 annually.