Tax Manager

Distinct | North America; Corte Madera (CA); On-site; USD 137,000 - 167,000; Full time

Job summary

Distinct | North America in Corte Madera, CA seeks a Tax Manager to own complex tax work for wealthy families and their closely held businesses. You’ll handle trust, business, and personal returns, with a blend of planning and client interaction in a small firm setting.

Expect a hands-on role reviewing real tax work, including 1041s and entity returns, with quarterly projections and notices handling. CPA or progress toward CPA is required, plus experience in tax and accounting within public

Qualifications

• CPA, or parts passed and finishing.
• A few years of broad tax and accounting work inside a public accounting firm.
• Experience with ProSystem fx or BNA Income Tax Planner.

Responsibilities

• Review as well as prep, the real kind, across business, trust and individual returns.
• Partnerships, LLCs, S corps and C corps, with the 1041s and the personal returns behind them.
• Quarterly projections and the planning conversations that come out of them.
• Handling notices and examinations when they land.

Skills

Tax accounting

Public accounting experience

Education

CPA (or parts passed)

Tools

ProSystem fx

BNA Income Tax Planner

Job description

It's the second week of March and a client rings about his mother's trust, the one nobody has looked at properly since last year's 1041 went out. At a big firm you'd hand it to the trust group. Here there isn't one, so it's yours, and by Friday you know that family's whole picture better than anybody else in the building.

That's the job. Tax manager in Corte Madera, $137k to $167k, at a firm of under 20 people whose clients are wealthy families and the businesses they own. Nobody's given me days at home on this one, so ask.

Why this firm:

• $137k to $167k
• Under 20 people, so you'd know every client by name rather than by number
• The clients are wealthy families and their closely held businesses. Business return and personal return, same conversation
• There's a forensic and litigation side to the practice, so some of the work is the kind you talk about at dinner
• It's a small firm. No bench, no training programme, and when you don't know something you'll be the one looking it up

What you'll be doing:

• Review as well as prep, the real kind, across business, trust and individual returns
• Partnerships, LLCs, S corps and C corps, with the 1041s and the personal returns behind them
• Quarterly projections and the planning conversations that come out of them
• Handling notices and examinations when they land

What you'll have:

• CPA, or parts passed and finishing
• A few years of broad tax and accounting work inside a public accounting firm
• ProSystem fx and BNA Income Tax Planner, or something close enough that you'll pick them up