Tax Manager: Path to Partnership, Bonus & 5% 401K

Genie Matthews and Associates; San Jose (CA); On-site; USD 150,000 - 210,000; Full time

Benefits offered by this job

Bonus potential

401(k) match 5%

Diverse client base

Path to partnership

Job summary

Genie Matthews and Associates is seeking a Tax Manager to join a well-established, profitable regional CPA firm in California. The role offers strong benefits, potential bonuses, and a clear path toward Partnership while handling diverse SEC and closely held clients.

The Tax Manager leads technical reviews on returns, engages in tax planning with major clients, mentors staff, and represents clients in dealings with tax authorities. Expect heavy overtime around tax season as the workload peaks.

Qualifications

• Five years of public accounting experience with growth in tax complexity.
• At least two years representing clients before taxing authorities.
• One year or more supervising tax preparers.
• Bachelor's degree in accounting required; master's in taxation preferred.

Responsibilities

• Perform technical review and approval of tax returns and examinations.
• Participate in meetings and tax planning with larger clients.
• Manage client service for assigned tax clients and delegate work.
• Oversee and represent clients before tax authorities when needed.
• Coordinate practice development and participate in referrals.
• Develop and train staff accountants through evaluations and training.

Skills

Tax return review

Client meetings

Tax planning

Staff supervision

Training and development

Education

Bachelor's in accounting

Master's in taxation (preferred)

Job description

Genie Matthews and Associates is seeking a Tax Manager to join a well-established, profitable regional CPA firm in California. The role offers strong benefits, potential bonuses, and a clear path toward Partnership while handling diverse SEC and closely held clients.

The Tax Manager leads technical reviews on returns, engages in tax planning with major clients, mentors staff, and represents clients in dealings with tax authorities. Expect heavy overtime around tax season as the workload peaks.