Tax Manager

Distinct | North America; Walnut Creek (CA); On-site; USD 135,000 - 165,000; Full time

Job summary

Distinct North America in Walnut Creek is seeking a Tax Manager to lead complex return work for individuals, partnerships, and corporations, with multistate and foreign reporting.

You will plan 1031 exchanges, develop the team, and help bring in new clients in a flexible environment where hours vary.

The role requires a CPA and 7+ years in public accounting tax; a master's in tax helps but isn't essential.

Qualifications

• 7+ years in public accounting tax with time managing people.
• CPA is required.
• Master's in Tax helps but isn't essential.

Responsibilities

• Review complex individual, corporate and partnership returns.
• Multistate work and foreign reporting.
• Plan on 1031 exchanges and transactions.
• Manage and develop the team below you.
• Bring in a few new clients.

Skills

People management

Tax planning

Foreign reporting

Education

CPA certification

Master's in Tax (preferred)

Job description

Seven years in, you've probably done a 1031 exchange and a messy multistate return in the same week, while someone above you still makes the interesting calls. At some point you either get to own that work or you start wondering why you're the one doing it.

This is a Tax Manager seat in Walnut Creek at a firm that does audit, tax and consulting, $135k to $165k. The clients are a mix of individuals and businesses with real complexity in them, partnerships, foreign reporting, the odd deal. There's some business development in it too, so if you'd rather never meet a prospect, it's not for you. Nobody's promised me a number on hours for this one, so ask.

Why this firm:

• $135k to $165k
• Complex individual and entity work rather than a production line
• Flexible working, ask what that looks like week to week
• Audit and consulting under the same roof, so plenty of people to pull in
• Some business development expected, which won't suit everyone

What you'll be doing:

• Reviewing complex individual, corporate and partnership returns
• Multistate work and foreign reporting
• Planning on 1031 exchanges and transactions
• Managing and developing the team below you
• Bringing in a few new clients

What you'll have:

• CPA
• 7 years or more in public accounting tax, with time managing people
• A master's in tax helps but isn't essential