Tax Manager: Fast Path to Partnership + Bonus

Meritas Advisory Group, LLC; San Jose (CA); On-site; USD 140,000 - 190,000; Full time

Job summary

Meritas Advisory Group, LLC in San Jose, California, a well established regional CPA firm, seeks a Tax Manager to join their growing staff.

The position offers strong work-life balance, potential bonuses, and a clear path to Partnership, with opportunities to work on SEC and closely held clients across diverse industries.

The ideal candidate will demonstrate extensive tax expertise and experience in supervising staff while managing client services and tax planning initiatives.

Qualifications

• Minimum of five (5) years in public accounting with tax return complexity.
• At least two (2) years representing clients before taxing authorities.
• Minimum of one (1) year supervising and directing work of tax preparers.
• Bachelor's degree in accounting required; master's degree in taxation preferred.

Responsibilities

• Performs technical tax review and approval of all tax returns and governmental tax examinations of any complexity.
• Participates in client meetings and tax planning to assist the Auditing and Accounting Department with larger clients.
• Assumes client service responsibility for clients the tax Supervising Senior works with or where delegated from partner or manager.
• Delegates and manages governmental tax examinations; may represent the client before taxing authorities.
• Occasional overtime; heavy overtime from January 1 to April 15, may exceed 55 hours per week.
• Participates in firm's practice development through referrals, community and industry activities.
• Supervisory responsibilities: develop and train senior, semi-senior and staff accountants; conduct evaluations and training sessions.

Skills

Tax planning

Client meetings

Team supervision

Tax research

Education

Bachelor's degree in accounting

Master's in taxation preferred

Tools

Tax software

Job description

Meritas Advisory Group, LLC in San Jose, California, a well established regional CPA firm, seeks a Tax Manager to join their growing staff.

The position offers strong work-life balance, potential bonuses, and a clear path to Partnership, with opportunities to work on SEC and closely held clients across diverse industries.

The ideal candidate will demonstrate extensive tax expertise and experience in supervising staff while managing client services and tax planning initiatives.