Tax Manager

Socket.dev; San Jose (CA); On-site; USD 110,000 - 180,000; Full time

Benefits offered by this job

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

401(k) Plan with employer match

Becker and LinkedIn Learning access

Job summary

Current is seeking a skilled tax professional to join our team in San Jose, CA. You will review returns, oversee estimate calculations, and drive efficient workflows across multiple client projects.

You will also deepen knowledge of tax topics, represent clients during audits, and mentor junior staff while maintaining strong client communications and adherence to deadlines.

Qualifications

• Review and complete all returns.
• Review estimate calculations and client T-letters.
• Proactively manage and maintain workflow to handle multiple projects.

Responsibilities

• Manage tax department workflow. Determine priorities and commitments. Meet or exceed departmental goals and timelines.
• Research complex tax topics and prepare defendable IRS positions; represent clients during audits.
• Mentor and grow assigned team; communicate status, concerns, and questions clearly.
• Lead client meetings, respond to inquiries within 48 hours, and maintain professional client relations.
• Understand billing, profitability, and budgets to support firm growth.
• Build internal relationships to drive new client referrals.

Tools

CCH Axcess

Workstream

Sureprep

Engagement

CS Asset

Planning

QuickBooks

Outlook

Sharefile

Excel

Word

Adobe Acrobat

Job description

About the Company

At Current, everything starts with people. We believe that when you invest in talent through opportunity, development, and support, you unlock growth for individuals, firms, and clients alike. That’s why we’ve built a platform designed to give our people access to more: more learning, more collaboration, and more ways to grow their careers than any single firm could offer on its own.Founded in 2023, Current has rapidly become one of the fastest-growing accounting platforms in the country, partnering with more than 40 leading accounting firms across the United States. Today, our community includes over 2,000 professionals, 30+ offices nationwide, and a growing global workforce that supports clients around the world. Backed by Thrive Capital, Bessemer Venture Partners, and Springdale Industries, Current is investing heavily in technology, artificial intelligence, and workforce innovation to help modernize the profession. Our leadership team has a proven track record of building and scaling successful businesses, with prior ventures generating more than $3 billion in combined enterprise value. We’re building something bigger than a traditional accounting firm: a platform where talented people can grow faster, learn more, and do more meaningful work. Whether you join Current, one of our partner firms, or our global team, you’ll be part of a community shaping the future of the profession.

Roles and Responsibilities:

• Review and complete all returns.

• Review estimate calculations and client T-letters

• Proactively manage and maintain workflow, ability to complete multiple projects within time constraints and deadlines.

• Manage tax department workflow. Determining priorities and commitments. Meet or exceed departmental goals & expectations. Plan and execute 2 week turnaround of deliverables. Actively look for ways to create efficiencies.

• Continue developing knowledge of technical competencies, Identify and research complex tax topics, determine IRS defendable stances on tax issues and represent client during audits.

• Take active role in mentoring and growing assigned team.

• Skills to communicate with individuals in and out of the firm. Being diligent in communicating; job status, concerns, questions.

• Strong verbal and written commination skills. Responsible for managing responses to client inquiries within 48 hours. Run client meetings

• Positive, Enthusiastic energy, professionalism, integrity, dependability, awareness of others core motive

• Build relationships internally with department and firm wide by taking on a role of growing the firm through new client referrals

• Take an active role in the understanding and awareness of billing of clients, profitability, and budgets

  Software Requirements: CCH Axcess., Workstream, Sureprep, Engagement, CS Asset · Planning, · Quickbooks · Outlook · Sharefile · Excel · Word · Adobe Acrobat

Compensation & Benefits

The total rewards package at Current includes base salary and benefits.Our salary ranges are competitive within the accounting industry and are updated regularly using the most reliable compensation survey data for our industry. New hire offers are made based on a candidate’s experience, expertise, geographic location, and internal pay equity relative to peers. We provide a robust benefits package, including:

• Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental)

• Company-Paid Life and Long-Term & Short-Term Disability Insurance

• Ancillary Benefits such as supplemental life insurance, critical illness, and accident insurance

• Classic Safe Harbor 401(k) Plan with employer contributions

• Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning

Equal Opportunity

We are an equal opportunity employer, and we do not discriminate on the basis of race, religion, color, national origin, sex, sexual orientation, age, veteran status, disability, genetic information, or any other applicable legally protected characteristic.