Tax Manager

Rose, Snyder & Jacobs LLP

California (MO)

Hybrid

USD 130,000 - 160,000

Full time

14 days+

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Benefits offered by this job

Salary range: $130k-$160k + Performance-Based Bonus

Signing Bonus

Health Insurance

401(k) with 25% match

25 days PTO per year

Employer Paid CPE's

Job summary

A leading accounting firm is seeking an experienced Tax Manager for their Family Office Team, requiring over 7 years in public accounting and a CPA or EA certification. Responsibilities include managing complex multi-state tax returns, supervising staff, and ensuring compliance with tax regulations. The position offers competitive pay ranging from $130,000 to $160,000, with flexible in-person, hybrid, or remote working options. Join a collaborative team committed to exceptional service and professional growth.

Qualifications

7+ years of public accounting experience.
Experience preparing multi-state returns.
Ability to manage complex tax work efficiently.

Responsibilities

Develop and execute strategic plans for tax clients.
Prepare and review complex tax returns.
Supervise and mentor team members.

Skills

Multi-state taxation

Client management

Complex tax concepts

Organizational skills

Excellent written communication

Customer service

Education

CPA or EA license

7+ years in public accounting

Tools

Prosystems or CCH Axcess Tax

Engagement Trial Balance software

XCM Tracking Systems

Microsoft Office Suite

Job description

5 days ago Be among the first 25 applicants

Rose, Snyder & Jacobs LLP provided pay range

This range is provided by Rose, Snyder & Jacobs LLP. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$130,000.00/yr - $160,000.00/yr

Direct message the job poster from Rose, Snyder & Jacobs LLP

Recruiting Expert | Creative Hiring Strategist & Team BuilderMatching core values with technical expertise to build the future of the company.

TAX MANAGER– FAMILY OFFICE

(In-person, Hybrid or Remote)

Rose, Snyder & Jacobs LLP is seeking an experienced and proactive Tax Manager for our Family Office Team to assist with two of our largest client engagements. Successful candidates will have 6+ years of experience in public accounting with strong experience in managing complex tax work efficiently and accurately under tight deadlines. Please note that this position requires extensive experience with complex tax concepts such as multi-state taxation, separate activities, step-ups, passthrough entity tax, etc. and that candidates without relevant experience cannot be considered.

About Us

Rose, Snyder & Jacobs is an independently-owned, full-service transdisciplinary tax and accounting firm. We have three divisions – Tax, Audit, and Financial and Accounting Services. We pride ourselves on doing exceptional work for our sophisticated clients in a supportive environment. (Make sure to check out our excellent benefits listed at the end of this advertisement. We are very proud to offer some incredible perks to show our appreciation for our team.)

About You

You are a personable professional committed to a career in public accounting. You have experience in family office tax work, including preparing and reviewing multi-state partnership, S-Corp, C-Corp, trust, and individual returns. You have outstanding organizational skills and can effectively plan and delegate work. Your written and oral communication skills are first-rate, as is your attention to detail and ability to meet a deadline. You take pride in providing stellar customer service to your clients and collaborating with your colleagues. You are equally adept in following directions when needed and using your creativity to solve problems and think outside the box. You are often praised for your excellent judgement and curiosity – knowing when to take the initiative, when to ask for direction from team members; and a passion to dig deeper to find solutions. Most importantly, you are a team-oriented, flexible thinker who puts clients and the team first. Manager candidates must have their CPA or EA license.

What You’ll Do

Actively participate in the development and execution of a strategic plan for RSJ’s two largest tax clients (70+ returns each, all complex).
Prepare, review, and analyze individual, trust, and pass-through tax returns to ensure accuracy and compliance with tax codes, laws and regulations, including complex multi-state returns;
Analyze client financial statements and propose adjusting journal entries as needed to ensure accuracy and completeness before tax preparation;
Maintain accurate and updated documentation of tax preparation work;
Stay up to date on tax codes, laws, and regulations and provide updates to associates on your team as well as advice to clients;
Assist with responses to IRS and state tax notices;
Monitor engagement economics (budget, work-in-progress, collections);
Keep team leaders apprised on status of projects and deadlines; and
Supervise and mentor associates, senior associates, and supervisors, including participation in their formal reviews and their career development.

Required Qualifications

7+ years of public accounting firm experience
Demonstrated experience with pass-through returns
CPA/EA (required for managers)
Ability to work overtime as required

Software

Knowledge of Prosystems or CCH Axcess Tax
Knowledge of Engagement Trial Balance software
Knowledge of XCM Tracking Systems
Proficient with Microsoft Office (Word, Excel, Access, Outlook)

What We Offer

We’re all about investing in your future! Join us for a rewarding career filled with growth opportunities and ongoing training. You’ll work on exciting and complex projects with amazing clients, all while surrounded by a team of smart, motivated individuals who genuinely enjoy working together.

Salary Range: $130k-$160k + Performance-Based Bonus (commensurate with experience)
Signing Bonus
Health Insurance: 1) Medical Insurance - $85/month for employee only (additional cost for covering dependents), 2) Dental Insurance, 3) Vision Insurance
Health Savings Account (firm contributes $1300 annually – accrues monthly)
125 Plan
401(k) with 25% match of employee contribution after one year
PTO – 25 days per year (accrued monthly)
Additional PTO Thanksgiving Week (full week)
Employer Paid CPE’s
Employee Referral Bonus Program
Life Insurance

Billable Hour Requirement: 1300-1400 hours annually

Busy Season Hours: The Family Office group aims for a smooth year with a limited number of weeks that require 50+ billable hours. A more normal schedule would be to work 40+ billable hour weeks for a longer period rather than work excessive hours for a short period.

Where You’ll Work

We offer in-person, hybrid, and remote work options. Our employees are successfully working remotely across the country. If you choose to work remotely, we’ll make sure you have the tools that you need to do your job efficiently and the support you need to feel like part of the team. Remote employees are expected to engage regularly with our team, know when to pick up the phone, and be willing to reach out to ask questions when needed.

How to Apply

Please submit your résumé and cover letter to rhadinger@rsjcpa.com. In your letter, describe how your experience aligns with the qualifications of this leadership role. If you have changed jobs often, please let us know what prompted these moves. It would also be helpful to know the types of audits/clients/industries in which you have experience.

No phone calls or recruiter inquiries, please.

Seniority level