Tax Manager - Path to Partnership + 5% 401k

Sun Recruiting; San Jose (CA); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

401(k) match

Bonus potential

Work-life balance

Job summary

Sun Recruiting, Inc. is seeking a Tax Manager for a well-established regional CPA firm in California.

The role focuses on accurate, timely preparation of tax returns for SEC and closely held clients across diverse industries, with advancement potential toward partnership. The position emphasizes work-life balance, strong benefits including a 5% employer 401(k) match, and meaningful involvement in tax planning and client service.

Qualifications

• 5+ years' experience in public accounting with tax return work.
• 2+ years' experience representing clients before tax authorities.
• 1+ year supervising and directing work of tax preparers.
• Bachelor's degree in accounting; master's in taxation preferred.

Responsibilities

• Performs technical review and approval of tax returns and tax examinations of any complexity.
• Participates in client meetings and tax planning to assist with larger clients.
• Assumes client service responsibility for assigned clients delegated from partner or manager.
• Delegates and manages governmental tax examinations; may represent the client before authorities.
• Overtime may be required; heavy overtime from Jan 1 to Apr 15.
• Participates in practice development through referrals and industry activities.
• Supervisory responsibilities: develop and train staff accountants; issue evaluations and training aids.

Skills

Public accounting

Tax research

Client service

Supervisory skills

Education

Bachelor's degree in accounting

Master's degree in taxation (preferred)

Job description

Sun Recruiting, Inc. is seeking a Tax Manager for a well-established regional CPA firm in California.

The role focuses on accurate, timely preparation of tax returns for SEC and closely held clients across diverse industries, with advancement potential toward partnership. The position emphasizes work-life balance, strong benefits including a 5% employer 401(k) match, and meaningful involvement in tax planning and client service.