Tax Manager

Kemper CPA Group; Livermore (CA); Hybrid; USD 120,000 - 160,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Life insurance

Paid time off

Holiday pay

Disability leave (short & long-term)

Paid sick leave

Parental leave

401(k) plan and profit-sharing

Health savings account

Flexible spending account

CPA Exam study time & reimbursement

CPA Exam bonus program

Employee assistance program

Wellness program

Referral programs

Investment advice access

Job summary

Kemper CPA Group LLP is seeking a Tax Manager in its Livermore, California office. The role requires leading tax engagements, supervising staff, and communicating with clients to ensure compliant and timely tax reporting.

The successful candidate will bring a CPA designation with at least 5 years of supervisory tax experience in a public accounting setting, and will contribute to team development while supporting firm growth.

Qualifications

• CPA designation with a minimum of 5 years of tax experience in a supervisory capacity within a regional or national public accounting environment.
• Ability to coordinate staff and client expectations by planning assignments, resolving issues, communicating outcomes, and developing staff.
• Proficiency in budgeting and managing engagements, with attention to detail and accuracy.
• Tech literacy to contribute to assignments and leverage firm tools.
• Strong communication, both verbal and written, with clients and staff.

Responsibilities

• Prepare and/or review federal, state, local, and special tax returns, ensuring timely and accurate reporting.
• Prepare and/or review financial statements, reports, and records.
• Maintain professional knowledge through ongoing education and professional involvement.
• Promote efficient engagement execution while fostering positive client relationships.
• Represent the firm in professional, civic, or charitable activities to enhance visibility.
• Manage assigned book of business within budgeted revenue and realization targets.
• Develop and coach staff to support firm growth and client service.
• Perform additional duties as assigned.

Skills

Communication skills

Staff coordination

Analytical mindset

Interpersonal skills

Education

CPA designation

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

Kemper CPA Group LLP, a top 100 public accounting firm, is a multifaceted regional CPA firm with 26 offices in Indiana, Illinois, Kentucky, and California.We are currently seeking qualified candidates for aTax Manager position in ourLivermore, Californiaoffice. Some overtime is expected during peak seasons.

Qualified candidates mustpossessa minimum of 5 years’ experience as a tax manager or equivalent supervisory capacity within a regional or national public accounting environment. Appropriate candidates must alsopossessexpertisein current professional tax practices and the interpersonal skills to communicate effectively with clients and manage and coach staff throughout all phases of tax engagements.

Job Responsibilities

• Prepare and/or review federal, state,localand special tax returns by collecting, analyzing, and formatting financial information. Comply withfederal, state, & local requirements;advisemanagement on needed actions; communicate with partners, staff, clients, attorneys, bankers, tax authorities, or any agent associated with the process to ensuretimelyandaccuratetax reporting.
• Prepare and/or review financial statements, reports, and records by collecting, analyzing, and summarizing information and trends.
• Maintain professional standards and technical knowledge through workshops, seminars, publications, personal networks, professional societies, and/or boards.Remain current on general economic and political trends ofpossible taxor other legislationimpactingthe business climate.
• Contribute to the overall success of the firm and staff by promoting efficient execution throughout all phases ofengagementswhile cultivating positive client relationships.
• Promote the firm by taking an active role in professional, civic, or charitable organizations.
• Manage assignedbook ofbusiness within budgeted revenue and realization expectations.
• Develop and coach staff.
• Additionalduties as assigned.

Qualifications and Competencies

• Possess a CPA designation with a minimum of 5 years of tax experience in a supervisory capacity within a regional or national public accounting environment.
• Demonstrateabilityto coordinate staff and client expectations by planning assignments, resolving issues, communicating expected outcomes, measuring actual outcomes, and developing responsible and knowledgeable staff.
• Produce andcomprehendbudget expectations for engagements and manageprojectand staff accordingly.
• Possess technology skills which contribute to the completion of assignments.
• Display the ability to communicate effectively, both verbally and in writing, to clients and staff in a respectful and professional manner.
• Display analytical skills with an orientation to focus on details and accuracy.
• Proficiencyin Microsoft Word, Excel, and Outlook.
• Maintain regular and reliable attendance.

Pay and Benefits

Our employees play an integral role in our success as a firm.We value the long-term relationships we have developed with our clientsas a result ofour ability toretainour brightest professionals and believe in rewarding our employees with a competitive base compensation that iscommensuratewith the position and candidate’s experience.Additionalcompensation includes bonus pay and new business incentives.We also offer an attractive benefits package that is dependent on status as a full or part-time employee.

• Health, dental, vision, and life insurance
• Paid time off
• Holiday pay
• Long- and short-term disability leave
• Paid sick leave
• Parental leave
• 401(k) plan and profit-sharing contributions
• Health savings account
• Flexible spending account
• Paid CPA Exam study time, Becker CPA Review course, CPA Exam reimbursement, and CPA Exam bonus program
• Employeeassistanceprogram
• Wellness program
• Referral programs
• Access to investment advice

The requirements listed above are representative of the knowledge, skill, and/or abilityrequired. The successful candidate mustbe authorized towork on a full-time basis for any employer in the United States. Kemper CPA Group is an Equal Opportunity Employer. Applicants are considered for all positions without regard to race, color, religion, sex, national origin, age, disability, sexual orientation, gender identity, genetic information, ancestry, marital status, veteran status, or any other protected characteristic under applicable law.