Tax Manager: Lead Clients & Team in Hybrid Role

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

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.