Tax Manager

Navolio & Tallman LLP; San Francisco (CA); Hybrid; USD 140,000 - 210,000; Full time

Benefits offered by this job

Hybrid work model

Mentorship by partners

Engaging firm events and professionald

Job summary

Navolio & Tallman LLP in San Francisco is seeking an experienced Tax Manager with at least five years of tax experience to join a firm that delivers a comprehensive range of taxation, advisory, compliance, audit, and accounting services for a diverse client base, including securities funds, private equity and VC firms, and high-net-worth individuals.

The role offers a hybrid-working model with opportunities to mentor staff and be mentored by firm partners, contribute to high industry standards,

Qualifications

• Bachelor of Science or Master of Science in Accounting or Taxation.
• Active CPA license.
• Requires 5+ years of tax experience, including recent experience at the manager level.
• Demonstrates leadership, problem-solving skills, and strong verbal and written communication.

Responsibilities

• Review tax returns while assuming primary responsibility for client engagements.
• Ensure the completion of engagements with minimal oversight.
• Manage, supervise, and mentor staff and guide professional development.
• Complete semi-annual performance evaluations for assigned staff.
• Maintain and grow client relationships with professionalism and superb service.
• Enhance knowledge by attending training courses and seeking opportunities for learning.
• Other duties and assignments as needed.

Skills

Leadership

Communication

Problem solving

Mentoring staff

Education

Bachelor's or Master's in Accounting/Taxation

Job description

We are looking for an experienced public accountant for our tax manager position with at least five years of experience who understand the importance of professionalism, technical excellence, and commitment to the highest industry standards. We offer a comprehensive range of taxation, advisory, compliance, audit, and accounting services for a wide variety of businesses and their owners and serve a broad spectrum of securities funds, private-equity and venture capital firms, real estate firms, private foundations, and high-net-worth and ultra-high-net-worth individuals. You will have opportunities to mentor staff and be mentored by the firm partners. Most importantly, when you work with us, you will have an impact.

We offer a hybrid-working model, state of the art equipment, and firm events that help our staff foster personal connections with all of their coworkers and promote collaboration in the workplace. Our hybrid work environment allows for greater flexibility and work-life integration. We firmly believe that the success of our firm is directly dependent on the success of our people, which is why we strive to cultivate an engaging environment that exemplifies our firm values. We have even been named Accounting Today’s “Top 100 Best Accounting Firms to Work for” for multiple years, including as recently as 2022, 2021 and 2020! We are also ranked 9th in the entire Nation by Accounting Today’s “Best Firm for Women to Work For” for 2022!

• Fast-paced and requires a high degree of urgency in completing tasks and assignments
• Rewarding and challenging with varied work activities and exposure to different clients and services
• Embraces and encourages ongoing change and improvement and empowers staff at all levels to provide feedback and to personally make changes
• Provides opportunities to work with concepts and ideas as well as technical tasks such as investigation, analysis, and problem solving

Requirements

• Must have a Bachelor of Science or Master of Science in Accounting or Taxation.
• Must have an active CPA license.
• Requires 5+ years of tax experience, including recent experience at the manager level, for the Tax Manager Position.
• Must demonstrate leadership, problem-solving skills, and strong verbal and written communication skills.

Position Responsibilities

• Review tax returns while assuming primary responsibility for client engagements, including scheduling, staffing, timing, technical issues, and more as needed
• Ensure the completion of engagements, including identifying and addressing problem areas with minimal oversight or assistance
• Manage, supervise, and mentor staff, including mentoring in professional development areas, guiding and teaching through technical challenges, and maintaining a positive team atmosphere
• Complete semi-annual performance evaluations for assigned staff and manage ongoing employee performance
• Maintain and grow client relationships through professionalism, responsiveness, and superb client service while working with Partners to identify and pursue new clients
• Enhance knowledge and skills in the firm’s industries of focus by attending training courses and seeking out opportunities for improvement and learning
• Other duties and assignments as needed

What we offer

Paid Time Off | 9 Paid Holidays | Medical, Dental, and Vision Insurance | 401(k)/Profit Sharing Plan | Professional Dues and Licenses | Flexible Spending Accounts and Health Savings Accounts

*Please note that we have positions across all office locations.