Tax Manager

Ledgent; San Jose (CA); On-site; USD 135,000 - 175,000; Full time

Job summary

A Finance/Accounting solutions provider located in San Jose, CA, is seeking a Tax Manager. This role involves reviewing individual and corporate tax returns, preparing complex returns, and advising high-net-worth clients. The ideal candidate will hold a CPA license, have a minimum of 10 years in public accounting, and be proficient in accrual accounting and GAAP. The position is full-time and offers a competitive salary range of $135,000 to $175,000 annually.

Qualifications

• CPA license is required.
• Minimum 10 years of experience in public accounting.
• Experience advising high-net-worth individuals, businesses, estates, and trusts.

Responsibilities

• Review individual, corporate, fiduciary, and estate tax returns.
• Prepare complex tax returns.
• Advise clients on tax matters.

Skills

CPA license

Advanced Excel skills

Strong technical knowledge in accrual accounting and GAAP

Proficiency in Lacerte Tax Software

Proficiency in QuickBooks

Education

Bachelor's degree in Accounting or Taxation

Master's degree in Accounting or Taxation

Job description

Tax Manager

Location: San Jose, CA

Base pay range: $135,000.00/yr - $175,000.00/yr

Dedicated to Providing Silicon Valley Businesses with Finance/Accounting Solutions.

Responsibilities

• Review individual, corporate, fiduciary, and estate tax returns and prepare some complex tax returns.
• Significant experience advising high-net-worth individuals, businesses, estates, and trusts.
• Advanced Excel skills; working knowledge of Microsoft Office Suite.

Qualifications

• CPA license required.
• Bachelor's degree in Accounting or Taxation (Master's degree preferred).
• Minimum 10 years of experience in public accounting.
• Strong technical knowledge in accrual accounting and GAAP.
• Proficiency in Lacerte Tax Software and QuickBooks is preferred.

Employment Details

• Seniority Level: Mid-Senior level
• Employment Type: Full-time
• Job Function: Accounting/Auditing

EEO Statement

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county, to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.