Tax Manager

Distinct | North America; Novato (CA); Hybrid; USD 137,000 - 167,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

Distinct | North America in Novato is seeking a Tax Manager to join a small, closely held tax practice. You’ll review returns (1040s, 1120S, 1065s) and oversee trust and estate work while coaching the seniors and staff.

This hybrid role puts you beside partners in a firm of under 20 people, with annual pay in the range of $137k–$167k and real ownership-style visibility. You’ll engage directly with owners and lead client assignments start to finish.

Qualifications

• CPA, or parts passed and finishing.
• 6+ years in a tax practice.
• Comfortable talking to an owner without a partner in the room.

Responsibilities

• Reviewing 1040s, 1120S and 1065s rather than preparing them.
• Trust and estate returns, and the planning talk that comes with them.
• Running assignments for closely held business clients start to finish.
• Coaching the seniors and staff under you.

Education

CPA (or parts passed and finishing)

Job description

Tax Manager

Novato

Hybrid

A trust return lands on your desk in March and the client's daughter rings the same afternoon to ask what it means for her. You know the answer, and for once you're the one who gets to give it rather than walking it up to a partner first. That's most weeks in this job.

It's a tax firm of under 20 people in Novato. Closely held businesses, families with money, and the trusts sitting behind them. The seat pays $137k to $167k, hybrid, and it exists because there's a layer missing between the seniors and the partners.

Why this firm:

• $137k to $167k, hybrid, Novato
• Tax is the whole business here, not a department bolted onto an audit practice
• You'd be the review layer the seniors currently take to a partner
• Partners are in the building and you'll sit next to them
• It's a small firm. No bench to hide behind, and no training programme to put you on

What you'll be doing:

• Reviewing 1040s, 1120Ss and 1065s rather than preparing them
• Trust and estate returns, and the planning talk that comes with them
• Running assignments for closely held business clients start to finish
• Coaching the seniors and staff under you

What you'll have:

• CPA, or parts passed and finishing
• 6 or more years in a tax practice
• Comfortable talking to an owner without a partner in the room