Tax Manager

Innovations PSI; San Rafael (CA); On-site; USD 80,000 - 110,000; Full time

Job summary

Innovations PSI in San Rafael, California, is seeking a tax accounting professional to manage complex tax returns for individual and corporate clients. You will guide junior staff and collaborate with partners on business strategies.

The ideal candidate has 8-10 years of experience in public accounting, a Bachelor's degree in Accounting or Finance, and a CPA license. Responsibilities include tax planning and conducting comprehensive tax research.

Qualifications

• 8-10 years of experience in public accounting.
• Experience in a managerial role and CPA license preferred.
• Familiarity with individual, corporate, partnership, and estate/trust tax returns.

Responsibilities

• Prepare and review complex tax returns for various entities.
• Provide tax planning and financial consulting services to clients.
• Conduct in-depth tax research on complex issues.
• Supervise and mentor junior and senior staff.

Skills

Tax planning

Financial consulting

Tax research

Client account management

Supervision and mentorship

Education

Bachelor's degree in Accounting, Finance, or related field

Master's degree in Taxation

Tools

Accounting Software

Tax Preparation Software

Job description

Responsibilities

• Prepare and review complex tax returns, including individual, corporate, partnership, and estate and trust.
• Provide clients with tax planning and financial consulting services.
• Conduct in-depth tax research on complex issues.
• Supervise and mentor junior and senior staff members.
• Manage and grow client accounts, ensuring high levels of service and satisfaction.
• Collaborate with firm partners on business and tax planning strategies.
• Manage a client portfolio, ensuring their needs are met with precision and care.

Qualifications

• Bachelor's degree in Accounting, Finance, or a related field (Master's degree in Taxation preferred)
• Experience in a managerial role
• 8-10 years experience in public accounting
• CPA license preferred
• Experience with individual, corporate, partnership, and estate/trust tax returns