Tax Manager

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

Job summary

Distinct | North America in San Francisco seeks a Manager to review and manage 1040s for high net worth families, plus the partnerships and corporate returns that sit beneath them, while expanding cross-border work as clients move in and out of the country.

You will conduct tax research, ensure accuracy on the first pass, and focus on building relationships with clients rather than inheriting them. Requirements: 5+ years in public accounting and CPA, or eligible to sit for it.

Qualifications

• 5+ years in public accounting
• CPA, or eligible to sit for it
• Real depth on 1040s; other areas can be taught

Responsibilities

• Reviewing and managing 1040s for high net worth families, with the partnership and corporate returns that sit under them
• Cross border work for clients moving in and out of the country
• Tax research, and being the person who gets it right first time
• Building the relationships rather than inheriting them

Skills

Tax research

1040s expertise

Cross-border tax

Client relationship building

Education

CPA or eligible

Job description

A client rings in November to say he's moving to Lisbon in January, and would that be a problem.

You know the answer is yes and you also know it's the most interesting question anyone has asked you this year. Then you remember your firm doesn't do that work, and you pass him to somebody else, and you go back to the schedule.

This is a small San Francisco tax practice for wealthy families, the businesses they own and the funds they're invested in, and it's building out exactly that cross border work as its clients move in and out of the country. $137k to $167k for a manager.

Why this firm

$137k to $167k, and the manager seat is a real one with clients attached

Families, their closely held businesses and the funds alongside them, so you see the whole picture rather than one entity

The international side is growing, so 1040NRs and 5471s stop being somebody else's problem

Small enough that shaping how the place works is part of the job

You're in the office. It's a small team and that's how they run.

What you'll be doing

Reviewing and managing 1040s for high net worth families, with the partnership and corporate returns that sit under them

Cross border work for clients moving in and out of the country

Tax research, and being the person who gets it right first time

Building the relationships rather than inheriting them

What you'll have

5 years or more in public accounting

CPA, or eligible to sit for it

Real depth on 1040s. Everything else can be taught.