Tax Manager: Remote Growth Career with Flexible Schedule

Wheeler Accountants; San Jose (CA); Remote; USD 135,000 - 185,000; Full time

Benefits offered by this job

Medical benefits

Flex spending

401(k) match

Paid time off

Flexible schedule

Remote option

Job summary

Wheeler Accountants LLP in the San Jose area seeks an experienced Individual Tax Manager to lead high-level tax engagements and client service excellence. You will guide staff, manage deadlines, and deliver strategic tax planning for complex individuals and estates.

The role offers a competitive Bay Area salary with remote work options and strong career growth within a dynamic firm recognized for work-life balance and innovation.

Qualifications

• 6+ years of individual tax experience in public accounting.
• Estate & Trust experience is a plus.
• CPA or EA license required.
• Undergraduate degree in Accounting; masters in Taxation is a plus.
• Strong client service mindset and communication skills.

Responsibilities

• Direct client contact and engagement management.
• Mentoring and training senior and staff accountants.
• Managing projects and deadlines with open communication within the team.
• Maintain a big-picture view to support firm growth.

Skills

Public accounting

Individual tax

Client service

Mentoring

Project management

Education

Bachelor's in Accounting

Masters in Taxation

Job description

Wheeler Accountants LLP in the San Jose area seeks an experienced Individual Tax Manager to lead high-level tax engagements and client service excellence. You will guide staff, manage deadlines, and deliver strategic tax planning for complex individuals and estates.

The role offers a competitive Bay Area salary with remote work options and strong career growth within a dynamic firm recognized for work-life balance and innovation.