Tax Manager

Keystone Distinction Group; San Jose (CA); On-site; USD 110,000 - 180,000; Full time

Benefits offered by this job

Bonuses

401(k) contributions

Choice of SEC and closely held clients

Path to Partnership

Job summary

Keystone Distinction Group in San Jose is seeking a Tax Manager to lead complex federal and state tax compliance for a diverse client base. You will supervise staff, review returns, and coordinate planning with partners to ensure timely, accurate filings.

The ideal candidate brings strong public accounting tax experience, client-facing skills, and the ability to mentor junior staff. A Bachelor's degree in accounting is required; a Master's in taxation is preferred.

Qualifications

• At least five years' public accounting experience with tax return complexity.
• At least two years' experience representing clients before taxing authorities.
• Minimum of one year supervising and directing work of tax preparers.
• Bachelor's degree in accounting required; master's in taxation preferred.

Responsibilities

• Performs technical tax review and approval of all tax returns and examinations of any complexity.
• Participates in client meetings and tax planning to aid larger client engagements.
• Helps manage client service relationships delegated by partners or managers.
• Oversees government examinations and may represent clients before authorities.
• Overtime may be required, especially Jan–Apr with heavy weeks over 55 hours.
• Contributes to practice development with referrals and industry involvement.
• Supervises and trains staff accountants; conducts evaluations and training.

Skills

Tax return preparation

Tax planning

Leadership

Client meetings

Education

Bachelor's degree in accounting

Master's in taxation preferred

Job description

TAX MANAGER

Well established, highly profitable regional CPA firm seeks a Tax Manager to add to their growing staff.

We offer a very reasonable work life balance.

• large potential bonuses
• 5% employer contribution to your 401K program
• choice of both SEC and closely held clients to work on across diverse industry groups
• fast track to Partnership!

Tax Manager Responsibilities

The Tax Supervis is responsible for the efficient, accurate, complete, and timely preparation of all clients' tax returns. Advanced technical skills in a variety of tax and accounting areas, along with well-developed and applied management and Supervising Senior skills are required. The Tax Supervisor makes decisions on all but the most unusual tax situations.

Responsibilities

• Performs technical tax review and approval of all tax returns and governmental tax examinations of any complexity.
• Participates actively in client meetings and tax planning efforts to assist the Auditing and Accounting Department with larger clients.
• Assumes client service responsibility for clients the tax Supervising Senior works directly with or clients where the responsibility is delegated from the partner or manager.
• Delegates and manages governmental tax examinations; may represent the client before the appropriate taxing authorities.
• Occasional overtime work required throughout the year. Heavy overtime work required from January 1 to April 15, may be in excess of 55 hours per week.
• Participates in firm's practice development efforts through involvement with referral sources, community and industry activities.
• Supervisory Responsibilities:
• Responsible for the development and training of senior, semi-seniors and staff accountants.
• Works to develop responsible, trained staff by issuing performance evaluations, developing training aids, and acting as an instructor in professional development programs.

Qualifications

• At least five (5) years' experience in public accounting, demonstrating a 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 work of tax preparers.
• Bachelor's degree in accounting required, master's degree in taxation preferred.