Tax Manager

W3Global; Campbell (CA); On-site; USD 120,000 - 180,000; Full time

Job summary

W3Global is seeking an experienced Tax Manager to lead a growing public accounting team in California. You will oversee the preparation and review of federal and state tax returns for individuals and entities, while delivering strategic planning and client service excellence.

Ideal candidates will have CPA credentials, 5+ years in public accounting, and strong proficiency with tax software. You will mentor staff and collaborate with accounting teams to ensure accurate tax reporting and

Qualifications

• Bachelor's degree in Accounting, Finance, or related field.
• Active CPA license required.
• 5+ years of progressive public accounting experience.
• Experience preparing and reviewing tax returns for individuals and various business entities.
• Experience with tax preparation software such as Lacerte, ProConnect, QuickBooks.

Responsibilities

• Prepare and review complex federal and state tax returns for individuals, corporations, partnerships, trusts, and nonprofit organizations.
• Manage multiple tax engagements simultaneously while ensuring all filing deadlines are met.
• Develop proactive tax planning strategies that help clients minimize tax liabilities.
• Serve as the primary point of contact for clients by providing trusted tax guidance and exceptional client service.
• Research and interpret tax laws, regulations, and emerging legislation to ensure compliance and identify planning opportunities.
• Represent clients and manage communications with the IRS and state tax authorities, including responding to notices.
• Review financial information and collaborate with accounting teams to ensure accurate tax reporting.
• Assist with financial statement audits and other accounting-related engagements as needed.
• Mentor, train, and review the work of junior tax professionals while fostering their development.

Skills

CPA license

Public accounting

Tax planning

Tax software

Excel expert

Communication skills

Leadership

Audit experience

Education

Bachelor's degree in Accounting/Finance

Tools

Lacerte

ProConnect

QuickBooks

Job description

About The Role We are seeking an experienced Tax Manager to join our growing public accounting team. This role is ideal for a collaborative tax professional who enjoys building strong client relationships while managing complex tax engagements for individuals and businesses.

As a Tax Manager, you will oversee the preparation and review of a wide variety of tax returns, provide strategic tax planning and consulting, mentor staff, and ensure compliance with federal and state tax regulations. The ideal candidate is technically proficient, client-focused, and thrives in a fast-paced environment where quality, accuracy, and exceptional service are top priorities.

Key Responsibilities

• Prepare and review complex federal and state tax returns for individuals, corporations, partnerships, trusts, and nonprofit organizations.
• Manage multiple tax engagements simultaneously while ensuring all filing deadlines are met.
• Develop proactive tax planning strategies that help clients minimize tax liabilities and achieve their financial objectives.
• Serve as the primary point of contact for clients by providing trusted tax guidance and exceptional client service.
• Research and interpret tax laws, regulations, and emerging legislation to ensure compliance and identify planning opportunities.
• Represent clients and manage communications with the IRS and state tax authorities, including responding to notices and supporting tax examinations.
• Review financial information and collaborate with accounting teams to ensure accurate tax reporting.
• Assist with financial statement audits and other accounting-related engagements as needed.
• Mentor, train, and review the work of junior tax professionals while fostering their professional development.
• Maintain the highest level of confidentiality regarding client financial information.
• Identify process improvements that enhance efficiency, accuracy, and overall client service.

Qualifications

• Bachelor's degree in Accounting, Finance, or a related field.
• Active CPA license required.
• 5+ years of progressive public accounting experience, including experience managing tax engagements.
• Strong technical knowledge of federal and state tax laws, tax compliance, and tax planning.
• Experience preparing and reviewing tax returns for individuals and various business entities.
• Prior audit experience is preferred.
• Solid understanding of Generally Accepted Accounting Principles (GAAP) and financial reporting.
• Experience with tax preparation and accounting software such as Lacerte, ProConnect, QuickBooks, or similar platforms.
• Advanced Microsoft Excel skills, including PivotTables, VLOOKUP/XLOOKUP, and data analysis functions.
• Exceptional analytical, organizational, and problem-solving abilities.
• Strong written and verbal communication skills with the ability to build lasting client relationships.
• Demonstrated leadership skills with experience mentoring or supervising team members.

What You\'ll Bring

• A client-first mindset with a passion for delivering high-quality tax and advisory services.
• Strong leadership and project management skills with the ability to balance multiple priorities.
• Excellent attention to detail and commitment to accuracy.
• A proactive approach to identifying tax-saving opportunities and solving complex client challenges.
• The ability to work independently while collaborating effectively within a team-oriented environment.