Title: Tax Manager, Privately Held Business
Location: San Jose/San Ramon CA
Salary: $122,000 – $166,000
Overview:
Accounting and consulting firm is seeking a Tax Manager to join its Privately Held Business practice in Northern California. This role is responsible for managing tax compliance and advisory engagements across a diverse client base, supporting business development, and coaching the next generation of tax professionals — within a firm that prioritizes career growth, flexibility, and a collaborative work environment.
Key Responsibilities
- Review and coordinate preparation of tax returns for individuals, partnerships, S-corps, and C-corps
- Advise clients on a full spectrum of tax services including planning, research, compliance, allocations, and transactional activities
- Conduct or review high-level research on complex and emerging tax issues; prepare supporting memorandums
- Review and confirm assignment objectives, scope, and work plans with clients
- Ensure appropriate resource assignment across engagement roles
- Analyze billing and assist with accounts receivable collections
- Assist with new business development, extended services, and tax issue recognition for existing clients
- Seek regular client feedback on assignment progress and overall performance
- Coach and mentor staff and seniors on client engagements and career development
Qualifications
- Bachelor's degree in Accounting, Tax, Finance, or a related discipline
- CPA, JD, or EA designation (must be qualified to practice before the IRS)
- Minimum 4 years of US tax consulting/compliance experience within public accounting
- Minimum 1 year in a managerial role involving clients and team members
Preferred
- Master's degree in Accounting or Taxation
Benefits
- Medical, dental, and vision coverage
- Generous PTO and paid sick time
- Flexible work arrangements
- 401(k) with profit sharing
- Wellness program
- Generous parental leave
- 11 paid holidays