Senior Tax Manager

Sterling Inspired Staffing.

  • San Jose, California
  • 1 day ago

    Highlights

    Manage compliance and consulting in areas of Section 1031 exchange, Section 754 step-up, Section 163(j) interest limitation, Section 1231 gain/loss calculations as well as an ability to analyze and implement certain aspects of partnership/LLC operating agreements with respect to tax applications. Serve as clients trusted advisor, demonstrates knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to client and team.

    Numbers & Facts

    LocationSan Jose, California

    Description

    Essential Functions and Primary Duties

    • In this leadership role, you will have the opportunity to utilize your technical tax, analytical, operational, management, and client service skills with real estate clients
    • Serve as clients trusted advisor, demonstrates knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to client and team
    • Manage compliance and consulting in areas of Section 1031 exchange, Section 754 step-up, Section 163(j) interest limitation, Section 1231 gain/loss calculations as well as an ability to analyze and implement certain aspects of partnership/LLC operating agreements with respect to tax applications.
    • Serve as clients trusted advisor, demonstrates knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to client and team.
    • Demonstrate proficient technical skills for handling all client responsibilities, including knowledge of trends, industries, alternatives, etc.
    • Understand the clients organization, procedures, and internal policies.
    • Understanding your clients goals and needs and servicing clients directly.
    • Owning client relationships and work.
    • Strategizing with Managing Directors regarding planning.
    • Provide clients with recommendations and guidance on how to achieve their goals and assist in identifying opportunities for growth with clients.
    • Researching tax and accounting issues and providing guidance to clients.
    • Working closely with staff, and assisting senior management in mentoring, coaching, training, supervising, and evaluating staff.
    • Foster a team environment; demonstrates support of management and decisions and build a positive culture.

    Preferred Qualifications

    • Masters degree preferred in Accounting, Taxation, or related field

    Minimum Qualifications

    • Bachelors degree required; Masters degree preferred in Accounting, Finance or relevant field
    • 7 years experience in public accounting or related field
    • 5 years supervisory
    • Must have and preserve required licenses
    • Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
    • Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
    • Proficient use of applicable technology
    • Must be able to travel based on business needs

    Package Details

    Medical, Dental.

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