Tax Manager - $150,000 - $170,000

Mill Valley Chamber of Commerce & Visitors Center; Mill Valley (CA); On-site; USD 120,000 - 180,000; Full time

Job summary

Mill Valley Chamber of Commerce & Visitors Center seeks a Tax Manager to oversee client engagements, provide strategic tax planning, and mentor junior staff. The role requires CPA and_CA tax expertise, with responsibility for guiding complex returns and staff development.

The position involves engagement leadership, client relations, and opportunities to drive process improvements, while ensuring compliance with federal, state, and local tax laws.

Qualifications

• Bachelor's degree in Accounting or related field is required.
• Master's degree in Taxation is preferred.
• Active CPA license is required.
• 7+ years of progressive tax experience in public accounting.

Responsibilities

• Oversee multiple client tax engagements ensuring timely completion and quality.
• Review complex federal, state, and local tax returns for individuals, corporations, partnerships, trusts, and estates.
• Develop and implement strategic tax plans to minimize client liabilities.
• Mentor, train, and supervise tax staff and seniors.
• Support business development with partners to identify new client opportunities.
• Recommend and implement improvements to firm processes and technology.

Skills

Leadership

Project management

Communication

Analytical thinking

Time management

Education

Bachelor's degree in Accounting

Master's degree in Taxation

Tools

CCH

ProSystem fx

Microsoft Excel

Job description

Job Overview

The Tax Manager is a leadership role responsible for overseeing all aspects of client tax engagements. This position manages a portfolio of clients, ensures high-quality service delivery, and provides strategic tax planning and compliance services. The role requires advanced technical expertise, strong project management skills, and a commitment to mentoring and developing junior staff.

Key Responsibilities

Engagement Management

• Manage multiple client tax engagements, ensuring timely completion and adherence to quality standards

Tax Preparation & Review

• Review complex federal, state, and local tax returns for individuals, corporations, partnerships, trusts, and estates
• Develop and implement strategic tax plans to minimize client liabilities and identify tax‑saving opportunities

Client Relations

• Serve as primary point of contact for clients
• Provide expert advisory support and build long-term client relationships

Technical Research

• Conduct in-depth tax research on complex issues
• Clearly communicate findings to clients and engagement teams
• Manage and resolve tax authority notices, inquiries, and audit matters
• Mentor, train, and supervise tax staff and seniors
• Provide constructive feedback and support professional growth

Business Development

• Support partners in identifying and developing new client opportunities

Process Improvement

• Recommend and implement improvements to firm processes and technology to enhance efficiency

Qualifications

Education

• Bachelor’s degree in Accounting or a related field (required)
• Master’s degree in Taxation (preferred)

Certification

• Active and valid Certified Public Accountant (CPA) license (required)

Experience

• Minimum of 7+years of progressive tax experience within a public accounting firm

Technical Expertise

• Strong knowledge of federal, state, and local tax laws and regulations
• Experience with individual, corporate, partnership, trust, and estate returns
• Proficiency with tax preparation software (e.g., CCH, ProSystem fx) and Microsoft Excel

Soft Skills

• Excellent communication, interpersonal, and writing skills
• Strong analytical, critical thinking, and problem-solving abilities
• Proven project and time management skills with the ability to manage multiple deadlines
• Demonstrated leadership capability with the ability to motivate and coach team members