Tax Manager

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

Job summary

Distinct | North America in Petaluma is seeking a Tax Manager to join a small firm with a hands-on approach.

The role focuses on advising dental/medical practitioners on purchases, sales, and tax structures, with direct client interaction in a hybrid work setup.

Qualifications

• CPA or EA certification is required.
• Public accounting experience with owner-managed businesses.
• An interest in one industry rather than broad diversification.

Responsibilities

• Review and prep on individual, business and trust returns for practice owners.
• Planning around practice purchases, sales and entity structure.
• Financial analysis for owners who want to know whether the numbers work.
• Talking to clients yourself rather than through a partner.

Skills

Public accounting experience

Owner-managed businesses

Client communication

Financial analysis

Education

CPA or EA

Job description

Tax Manager

Petaluma

Hybrid

Every dentist who owns a practice around Petaluma eventually asks the same three questions. Should I buy, what will it cost me in tax, and when can I stop. One firm has built its whole practice on answering them, and it needs a tax manager.

$137k to $167k, hybrid. The client base is dental and medical practices nearly all the way through, and that's both the appeal and the honest catch. If you want 15 industries in a year, this isn't it. If you want to be the person who actually understands how a practice sale gets taxed, it is.

Why this firm:

• $137k to $167k, hybrid
• Under 20 people with a handful of partners, so review work reaches you early
• Practice purchases, sales, valuations and the tax that comes with them. Most tax managers never touch that work
• One client family, by design. Narrow, and deep
• Small firm. Nobody's promised me a number on hours, so ask

What you'll be doing:

• Review and prep on individual, business and trust returns for practice owners
• Planning around practice purchases, sales and entity structure
• Financial analysis for owners who want to know whether the numbers work
• Talking to clients yourself rather than through a partner

What you'll have:

• CPA or EA
• Public accounting experience with owner managed businesses
• An interest in one industry rather than all of them