Tax Manager (hybrid)

Tax Manager

Location: Pleasanton, CA

About Us: We are a distinguished CPA firm located in Pleasanton, California. We are actively seeking a talented Tax Manager to contribute to the success and growth of our firm, recognized as one of the 2023 Best Firms to Work For by Accounting Today.

Position Description:

As a Tax Manager you will play a pivotal role in the successful delivery of tax and accounting services to our clients. You will lead and mentor a team of Staff Accountants, Senior Accountants, and Supervisors, actively contributing to client relationship development and firm expansion. Your responsibilities will include:

• Directly managing client relationships, becoming the primary client contact.
• Overseeing the preparation and review of diverse tax returns, ensuring compliance with regulations.
• Collaborating with partners to enhance efficiency, develop staff, and improve firm earnings.
• Playing a key role in suggesting and implementing initiatives for the firm's ongoing success and inclusive culture.
• Utilizing and enhancing technical and personal skills within a collaborative working environment.

Location: While we consider candidates in the Pacific and Central time zones for fully remote positions, we strongly prefer a local candidate who can work partially from our Pleasanton, CA office.

Compensation: This position offers a competitive base salary in the range of $120,000 - $150,000 annually. Additionally, you can earn from two potential compensation pools linked to achieving annual charged hour goals and performance development goals , with a prorated structure in the first year.

We provide an exceptional benefits program, including medical, dental, vision, life insurance, LTD insurance, telehealth benefits, generous paid time off, 12 annual paid holidays, gym membership reimbursement, and other wellness programs.

Education, Licensing, and Experience:

• Bachelors Degree in accounting, tax, or a related field.
• Valid and current CPA license; an EA license is acceptable but progression beyond Manager requires a CPA license.
• Completed or working toward a Master's Degree in Taxation or equivalent.
• Minimum of five years of progressively responsible experience with a public accounting firm.

Skills and Experience:

• Expertise in reviewing complex tax returns for various entities.
• Familiarity with multi-state taxation, real estate, and high net worth individuals.
• Proficiency in Lacerte and/or ProSystems FX and standard software such as Adobe, Excel, Word, Outlook, and research tools.
• Mastery in researching tax legislation/standards and explaining complex tax matters effectively.

Engagement Management and Budgets:

• Ability to create and manage engagement budgets.
• Ownership of engagement economics, client billing, and client communication.
• Effective management of multiple tax and audit engagements.

Client Relationships:

• Ability to take ownership of client relationships and identify potential projects and value-added services.
• Active participation in networking and business development opportunities.

Staff Development:

• Experience in staff development through training, mentoring, coaching, and involvement in recruiting and interviewing.

If you are a self-starter, team player, and experienced Tax Manager seeking a thriving work environment, we encourage you to submit your application