Tax Manager

Calibre Global Consulting; San Diego (CA); On-site; USD 110,000 - 180,000; Full time

Benefits offered by this job

Bonus opportunities

Life Insurance

401(k) Safe Harbor 3%

401(k) Match 2%

Profit Sharing 5%

Premium medical plan

Vision & dental covered

Advancement opportunities

Job summary

Calibre Global Consulting in San Diego is seeking a Tax Manager I to lead tax engagements and mentor junior staff. The role requires CPA licensure and 3–6 years of senior accounting experience within public accounting, with oversight of client portfolios.

The Tax Manager I will supervise engagements, develop new client relationships, and work closely with partners to provide tax services to individuals, partnerships and corporations.

Qualifications

• CPA license and 3–6 years of senior accounting experience required.
• Experience supervising staff and managing client engagements.
• Strong knowledge of tax services for individuals and entities.

Responsibilities

• Supervise and complete routine engagements.
• Supervise Tax Associates and Seniors to provide feedback.
• Develop new client contacts and relationships.
• Assist firm administration as directed by partners.
• Identify opportunities to provide additional services.
• Maintain knowledge of firm policies and procedures.

Skills

Supervise engagements

Develop client relationships

Leadership

Tax knowledge

Budgeting

Education

CPA license

Job description

For the last 65 years our firm has been one of the most respected accounting firms in San Diego area. Our tax professionals offer a full range of tax services including individual, partnership corporation's estate and trusts returns.

Currently, our tax team is looking for a Tax Manager I to join our team. We find our synergetic environment and hands-on approach, along with accessibility to partners is what makes us so effective. We have a long tenure within our current team, and our culture of work-life balance is what makes us a success.

Roles and Responsibilities

Individuals must have their CPA license and have a minimum of three to six years of experience as a senior level accountant (or equivalent experience as deemed appropriate by the partners). They have technical proficiency with the ability to supervise complete engagements and effective management of a book of business. They will have five to ten years of overall experience in certified public accounting firms. Tax Manager I individuals are expected to:

1. Supervise and complete routine engagements.
2. Supervise Tax Associates and Tax Seniors to provide feedback to them and evaluate their progress.
3. Become experts in their assigned areas.
4. Develop new client contacts and relationships beneficial to the firm.
5. Assist in firm administrative functions as assigned by the partners.
6. Recognize opportunities to provide additional services to existing clients.
7. Highly proficient and knowledgeable in the firm's policy and procedures.
8. Partner's discretion as to their overall ability and qualities to work effectively at this level.

Benefits and Compensation

We are looking for the right person to work with our team and for this position are offering: Competitive salary based on experience.

• Bonus opportunities
• Life Insurance
• 401(k) Safe Harbor 3%
• 401(k) Match 2%
• Profit Shared 5%
• 96% base medical plan and 100% of vision and dental care is paid for by employer
• Opportunity for advancement
• Compensation range: $110,000 to $180,000