Tax Manager

Software Placement Group, SPG; San Jose (CA); On-site; USD 140,000 - 190,000; Full time

Benefits offered by this job

Excellent benefits package

Large potential bonuses

5% employer contribution to 401K

Reasonable work-life balance

Job summary

This well-established regional CPA firm in San Jose, CA is seeking a Tax Manager to join its growing team. You will work with SEC and closely held clients across industries and have a clear path toward partnership.

The role involves technical tax review, client meetings, and supervising staff, with significant overtime during tax season and opportunities for practice development and leadership.

Qualifications

• 5+ years of experience in public accounting with increasing tax return complexity and research.
• 2+ years representing clients before tax authorities.
• 1+ year supervising and directing tax preparers.

Responsibilities

• Perform technical tax review and approval of all tax returns and government examinations.
• Participate in client meetings and tax planning with Auditing and Accounting Department for larger clients.
• Assume client service responsibility for assigned clients or those delegated from a partner or manager.
• Delegate and manage governmental tax examinations; may represent clients before taxing authorities.
• Work overtime during tax season, with heavy overtime Jan 1 to Apr 15 (potentially >55 hours/week).
• Participate in practice development through referrals, community, and industry activities.
• Supervise and train seniors, semi-seniors, and staff accountants.

Skills

Public accounting

Tax planning

Tax research

Client relations

Education

Bachelor's degree in accounting

Master's degree in taxation

Job description

Location: San Jose, CA | Schedule: Full-time, on-site | Compensation: Not specified

Overview

A well-established, highly profitable regional CPA firm is seeking a Tax Manager to join its growing team. This role offers exposure to both SEC and closely held clients across diverse industries, along with a clear path toward partnership.

What you'll do

• Perform technical tax review and approval of all tax returns and governmental tax examinations of any complexity
• Participate actively in client meetings and tax planning efforts, assisting the Auditing and Accounting Department with larger clients
• Assume client service responsibility for assigned clients or those delegated from a partner or manager
• Delegate and manage governmental tax examinations; may represent clients before taxing authorities
• Work occasional overtime throughout the year, with heavy overtime (potentially exceeding 55 hours per week) required from January 1 to April 15
• Participate in the firm's practice development efforts through referral sources, community, and industry activities
• Supervise and train seniors, semi-seniors, and staff accountants
• Develop trained staff by issuing performance evaluations, creating training aids, and instructing in professional development programs

Required qualifications

• At least five (5) years' experience in public accounting, with proven progression in tax return complexity, scope, and research
• At least two (2) years' experience representing clients before taxing authorities
• Minimum of one (1) year experience supervising and directing the work of tax preparers
• Bachelor's degree in accounting

Preferred qualifications

• Master's degree in taxation preferred

Compensation and benefits

• Excellent benefits package
• Large potential bonuses
• 5% employer contribution to 401K program
• Reasonable work-life balance

Why this role

This position offers a fast track to partnership, exposure to a diverse mix of SEC and closely held clients, and strong benefits including bonus potential and a 5% employer 401K contribution.