Tax Manager (hybrid)

Swell Recruit LLC; Pleasanton (CA); Hybrid; USD 120,000 - 150,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

Life and LTD insurance

Telehealth benefits

Gym membership reimbursement

Generous paid time off

12 annual paid holidays

Job summary

A distinguished CPA firm in Pleasanton, CA is seeking an experienced Tax Manager to lead and mentor a team, manage client relationships, and ensure compliance in tax services. The ideal candidate has a Bachelor's Degree and valid CPA license, with a minimum of five years of experience. The position offers a competitive salary of $120,000 - $150,000 and an exceptional benefits program including medical, dental, and generous PTO. Candidates can apply for this thriving opportunity within a supportive work environment.

Qualifications

• Minimum of five years of progressively responsible experience with a public accounting firm.
• Experience in staff development through training, mentoring, and recruiting.

Responsibilities

• Directly manage client relationships, becoming the primary client contact.
• Oversee the preparation and review of diverse tax returns.
• Collaborate with partners to develop staff and improve firm earnings.
• Suggest and implement initiatives for the firm's success.

Skills

Expertise in reviewing complex tax returns for various entities

Familiarity with multi-state taxation

Proficiency in Lacerte and/or ProSystems FX

Proficiency in Adobe, Excel, Word, Outlook

Mastery in researching tax legislation/standards

Education

Bachelors Degree in accounting, tax, or a related field

Valid and current CPA license

Completed or working toward a Master's Degree in Taxation

Job description

About Us:

We are a distinguished CPA firm located in Pleasanton, California. We are actively seeking a talented Tax Manager to contribute to the success and growth of our firm, recognized as one of the 2023 Best Firms to Work For by Accounting Today.

Position Description:

As a Tax Manager you will play a pivotal role in the successful delivery of tax and accounting services to our clients. You will lead and mentor a team of Staff Accountants, Senior Accountants, and Supervisors, actively contributing to client relationship development and firm expansion. Your responsibilities will include:

• Directly managing client relationships, becoming the primary client contact.
• Overseeing the preparation and review of diverse tax returns, ensuring compliance with regulations.
• Collaborating with partners to enhance efficiency, develop staff, and improve firm earnings.
• Playing a key role in suggesting and implementing initiatives for the firm's ongoing success and inclusive culture.
• Utilizing and enhancing technical and personal skills within a collaborative working environment.

Location:

While we consider candidates in the Pacific and Central time zones for fully remote positions, we strongly prefer a local candidate who can work partially from our Pleasanton, CA office.

Compensation:

This position offers a competitive base salary in the range of $120,000 - $150,000 annually. Additionally, you can earn from two potential compensation pools linked to achieving annual charged hour goals and performance development goals, with a prorated structure in the first year.

We provide an exceptional benefits program, including medical, dental, vision, life insurance, LTD insurance, telehealth benefits, generous paid time off, 12 annual paid holidays, gym membership reimbursement, and other wellness programs.

Education, Licensing, and Experience:

• Bachelors Degree in accounting, tax, or a related field.
• Valid and current CPA license; an EA license is acceptable but progression beyond Manager requires a CPA license.
• Completed or working toward a Master's Degree in Taxation or equivalent.
• Minimum of five years of progressively responsible experience with a public accounting firm.

Skills and Experience:

• Expertise in reviewing complex tax returns for various entities.
• Familiarity with multi-state taxation, real estate, and high net worth individuals.
• Proficiency in Lacerte and/or ProSystems FX and standard software such as Adobe, Excel, Word, Outlook, and research tools.
• Mastery in researching tax legislation/standards and explaining complex tax matters effectively.

Engagement Management and Budgets:

• Ability to create and manage engagement budgets.
• Ownership of engagement economics, client billing, and client communication.
• Effective management of multiple tax and audit engagements.

Client Relationships:

• Ability to take ownership of client relationships and identify potential projects and value-added services.
• Active participation in networking and business development opportunities.

Staff Development:

• Experience in staff development through training, mentoring, coaching, and involvement in recruiting and interviewing.

If you are a self-starter, team player, and experienced Tax Manager seeking a thriving work environment, we encourage you to submit your application