Tax Senior Manager

Ledger Executive Search; San Jose (CA); On-site; USD 160,000 - 200,000; Full time

Job summary

A leading accounting firm in San Jose is seeking an experienced professional to serve as the primary engagement manager for tax services. Candidates should possess a Bachelor's degree in accounting, a minimum of 7 years of experience, and a CPA license. This role emphasizes business development, client relationship management, and leading a team in providing quality tax solutions. Applicants with a Master's in Taxation and a proven record in public accounting will excel in this position.

Qualifications

• Bachelor's degree in accounting or related field required; Master's degree in Taxation preferred.
• Minimum of 7 years of related experience.
• Previous experience in a public accounting firm preferred.
• CPA or Bar License required.
• Minimum of 4 years supervising and training experience.
• Subject matter expert in corporate, partnership, individual or trust and estate taxation required.
• Proven market facing skills to develop new business.
• Must have visibility and recognition within industry specialization.
• Proven success managing multiple client engagements.
• Excellent written and verbal communication and interpersonal skills.

Responsibilities

• Serve as the primary engagement manager for billing and collections.
• Leverage technology and resources for project maximization.
• Determine tax objectives and participate in decision making.
• Evaluate skills and develop Managers and Staff.
• Execute a business development plan for networking and client development.

Skills

Collaboration

Critical Thinking

Emotional Intelligence

Executive Presence

Growth Mindset

Intellectual Curiosity

Results Focus

Education

Bachelor's degree in accounting

Master's degree in Taxation preferred

CPA license

Bar license

Job description

Introduction to the team

Join a values-driven accounting firm where you'll have fun while solving complex and interesting business challenges.

Tax Services' teams deliver quality tax solutions to public and privately owned middle-market companies, not-for-profit organizations and high net worth individuals.

Individuals who thrive exhibit the following success skills – Collaboration, Critical Thinking, Emotional Intelligence, Executive Presence, Growth Mindset, Intellectual Curiosity, and Results Focus.

Responsibilities

• Serve as the primary engagement manager with economic responsibilities for billing, realization, and collections.
• Effectively leverage available technology and other resources to maximize technical application to project, and holds the engagement team to the same standard.
• Determine appropriate tax objectives, scope and methodology and actively participate in decision making with client's management to understand the broader impact of current decisions and possible solutions.
• Evaluate skills and develop Managers, Seniors and Staff in client engagement management and technical expertise in individual, trust, partnership, corporate, federal, state, local and foreign tax returns, estimated payments and extensions, and federal and state tax audits.
• Develop and execute a business development plan which includes networking, new client development and client expansion activities.

Qualifications

• Bachelor's degree in accounting or related field required; Master's degree in Taxation preferred
• Minimum of 7 years of related experience
• Previous experience in a public accounting firm preferred
• CPA or Bar License required
• Minimum of 4 years supervising and training experience
• Subject matter expert in corporate, partnership, individual or trust and estate taxation required; prior experience working with large, multi-state, internationally active middle-market clients preferred
• Proven market facing skills required to develop new business and sustain existing excellent client relationships
• Must have visibility and recognition within your industry specialization and in your local market
• Proven success managing multiple client engagements
• Excellent written and verbal communication and interpersonal skills