Tax Manager - Path to Partnership + 5% 401k Match

SourcePro Search, LLC; San Jose (CA); On-site; USD 140,000 - 200,000; Full time

Benefits offered by this job

Bonuses

401K matching

Work-life balance

Job summary

SourcePro Search, LLC seeks a Tax Manager for a well-established regional CPA firm. You will supervise tax return preparation, review complex filings, and guide client meetings.

The role offers a balanced workload, strong benefits, and a fast track to partnership across SEC and closely held clients. Candidates should have at least five years in public accounting, experience representing clients before tax authorities, and proven staff leadership.

Qualifications

• Five+ years' experience in public accounting with increasing tax-return complexity.
• Experience representing clients before taxing authorities.
• Experience supervising and directing tax preparers.
• Bachelor's degree in accounting; Master's in taxation preferred.

Responsibilities

• Performs technical tax review and approval of all tax returns.
• Participates in client meetings and tax planning with larger clients.
• Manages client service for assigned clients and delegated matters.
• Delegates and manages governmental tax examinations.
• Overtime can be required, especially Jan 1–Apr 15, may exceed 55 hours/week.
• Involves practice development with referrals and industry activities.
• Supervises staff: development and training of junior staff.

Skills

Tax preparation

Client meetings

Tax research

Staff training

Leadership

Oversight

Education

Bachelor's degree in accounting

Master's degree in taxation preferred

Job description

SourcePro Search, LLC seeks a Tax Manager for a well-established regional CPA firm. You will supervise tax return preparation, review complex filings, and guide client meetings.

The role offers a balanced workload, strong benefits, and a fast track to partnership across SEC and closely held clients. Candidates should have at least five years in public accounting, experience representing clients before tax authorities, and proven staff leadership.