Tax Manager

Innovations PSI; San Rafael (CA); On-site; USD 120,000 - 180,000; Full time

Job summary

Innovations PSI in California seeks an experienced Senior Tax Manager to lead a diverse client portfolio, preparing complex returns and delivering strategic tax planning.

The ideal candidate has 8–10 years in public accounting, a CPA license (preferred), and proven managerial experience mentoring staff and growing client accounts. You will collaborate with partners on tax strategies and supervise the team to ensure excellence.

Qualifications

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

Responsibilities

• Prepare and review complex tax returns across individuals, corporations, partnerships, and estates.
• Provide tax planning and financial consulting to clients.
• Conduct in-depth tax research on complex issues.
• Supervise and mentor junior and senior staff.
• Manage and grow client accounts; ensure high service levels.
• Collaborate with firm partners on tax planning strategies.

Skills

Managerial experience

Leadership

Client relationship management

Tax planning

Research skills

Education

Bachelor's degree in Accounting/Finance

Master's degree in Taxation preferred

Tools

Tax preparation software

Tax research databases

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