Tax Manager: Lead Complex Returns & Client Strategy

SingerLewak LLP; San Jose (CA); On-site; USD 138,000 - 152,000; Full time

Job summary

A leading accounting and consulting firm seeks a Tax Manager to oversee the accurate preparation of client tax returns and manage a team of tax preparers. The role involves client service, technical review, and leadership within the tax department. Must have significant experience in public accounting and a CPA license to succeed in this dynamic environment.

Qualifications

• 5-7 years of experience in public accounting with tax complexity.
• At least 1 year of supervisory experience.
• CPA license required.

Responsibilities

• Perform technical tax review and approval of returns.
• Manage the preparation of larger tax returns.
• Participate in client meetings and tax planning.

Skills

Technical tax review

Client service

Tax research

Leadership

Education

Bachelor’s degree in accounting

Master’s degree in taxation

Job description

SingerLewak is a Top 100 accounting and consulting firm primarily operating in the western region. Serving clients since 1959, SingerLewak has developed a reputation for excellence and expertise in the accounting and management consulting industry. Providing the services of a large firm with a blended environment of practices, services and industry specializations, SingerLewak continues to demonstrate renowned industry leadership year-over-year. The firm takes pride in client service and professional and personal advancement, as demonstrated by our SL forward program which promotes a culture of learning and growth through targeted development and leadership programs and SL Cares, together with a continual focus on client service and technological evolution.

The Manager is responsible for the efficient, accurate, complete, and timely preparation of all clients’ tax returns. The Manager makes decisions on all but the most unusual tax situations.

Responsibilities

• Performs technical tax review and approval of all tax returns and governmental tax examinations of any complexity.
• Assumes full responsibility for larger tax returns and delegates to the various tax preparers as deemed necessary.
• Demonstrates thorough knowledge and proficiency in advanced technical skills necessary for advising clients.
• Performs all task related to client service and sees that assignments are accomplished within budgeted time.
• Participates actively in client meetings and tax planning efforts to assist the Auditing and Accounting Department with larger clients.
• Acts as a resource for tax preparers/specialists and A&A staff on specific tax issues and/or questions.
• Assumes tax preparation responsibility for the more complex business returns.
• Assumes client service responsibility for clients the Tax Manager works directly with or clients where the responsibility is delegated from the Partner.
• Communicates to the appropriate firm personnel important tax and tax developments affecting the firms’ clients.
• Delegates and manages governmental tax examinations; may represent the client before the appropriate taxing authorities.
• Assumes responsibility for smooth flow of tax returns through the tax preparation system to assure accurate, complete and timely preparation and delivery of all clients’ tax returns.
• Adheres to accurate and timely billing and collection processes are made.
• Researches and evaluates tax preparation and tax research software for recommendation to partners.
• Participates in firm practice development efforts through involvement with referral sources, community and industry activities.
• Supervisory Responsibilities:
• Responsible for the development, coaching and training of Supervising Seniors, Seniors, Semi-seniors and Staff accountants.
• Must be familiar with the qualifications of all Tax staff members for the development and instruction of their training needs.
• Participates in reviews and evaluations of the Tax Department.
  
  

Qualifications

• At least five to seven years' experience in public accounting, demonstrating a proven progression in tax complexity, scope, and research.
• Strong technical and hands-on knowledge related to annual and quarterly tax provisions for public and private companies
• Strong technical and hands-on knowledge on C corporation tax returns
• Knowledge in taxation related to S corporations, partnerships, and individuals
• Desire to advance to partner position
• Willingness and ability to work overtime consistently during the tax season and occasionally outside of the tax season
• Minimum one (1) year experience supervising and directing work of tax preparers.
• Bachelor’s degree in accounting required, master’s degree in taxation preferred.
• A current and valid certified public accountant’s license is required.
  
  

$144,000 - $184,000 a year

SingerLewak is an affirmative action-equal opportunity employer and complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other category protected by applicable federal, state or local laws.