Tax Senior Manager - Lead Tax Engagements & Growth

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.

Job description

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.