Tax Manager

Position Description

This position is for an experienced Tax Manager. In this role, you will be responsible for supervising a wide variety of accounting and tax engagements. You will assume responsibility for complex projects and review moderately complex work prepared by others, providing review points. You will also supervise, train and mentor Staff and less experienced Senior Accountants. You will develop and maintain meaningful relationships with the Firms clients and participate in planning activities. You will actively work to execute the firms client retention strategies, ensuring that clients are highly satisfied, and identifying opportunities for expanding services.

Location

We are NOT considering remote candidates for this position. We are only considering local candidates who will work out of our Novato, CA office at least part of the time. We are not providing relocation assistance at this time.

Compensation

This position has a base salary in the 125K - $135K range annually.

In addition, we offer two pools of potential additional compensation that can be earned for achieving annual charged hour goals (FIP Program) and performance development goals (PMP Program). The FIP program pool range is between $10,000 and $13,000 annually and the PMP Pool range is between $8,000 and $10,000.

These pools would be prorated the first year.

Education, Licensing and Experience

Candidate must have a Bachelors Degree with a major or concentration in accounting, tax, or a related field. 

Candidate must hold a valid and current CPA license. An EA license is not an acceptable alternative.

Candidate must have a minimum of 5+ years of progressively responsible experience with a public accounting firm.

Candidate must be legally authorized to work in the United States for any employer. We are not currently considering candidates who require Visa sponsorship.

Applicant will be required to submit to a criminal background check upon receipt of a conditional offer. Consideration of qualified candidates with arrest and conviction records will be in a manner consistent with the San Francisco Fair Chance Ordinance and the California Fair Chance Act.

Knowledge, Skills and Abilities

Strong general accounting knowledge with significant experience doing trial balance work and complex journal entries.

Experience in preparing a wide variety of complex tax returns, and significant experience reviewing the work of others.

Experience with tax engagements for both individual and closely-held businesses.

Proficiency with tax law and complex tax research using available resources and platforms.

Through understanding of GAAP, generally accepted auditing standards and common audit procedures and techniques.

Demonstrated proficiency in the use of the Firms standard software, including Lacerte and/or ProSystems FX, and Excel.

Excellent interpersonal and communication skills.

Ability to manage time, prioritize tasks, and meet deadlines.

Ability to exercise sound judgment and maintain confidentiality in handling sensitive information.

Demonstrated ability to work both independently and with a team.

Ability to manage multiple projects, assignments and deadlines, and to delegate appropriately and effectively.

Experience in supervising and developing others.

Strong client service experience, and the ability to develop and maintain client relationships.

Essential Duties and Responsibilities

Prepare a wide variety of complex corporate, individual, partnership, fiduciary and other tax returns with minimal supervision.

· Review moderately complex returns prepared by others and provide review points.

· Coach other staff based on review points noticed.

· Work to identify and communicate issues and tax opportunities.

· Work with partners and managers for issuance of client deliverables.

· Supervise, coach, train and mentor Staff and Senior Accountants.

· Demonstrate proficiency with tax law and complex tax research using available resources and platforms. Share knowledge acquired with others and demonstrate the ability to effectively explain technical issues to others.

· Assist in developing engagement budgets and performing billing.

· Assist in assigning appropriate staff based on engagement difficulty and staffing availability. Delegate work to others appropriately and supervise assigned Staff and Senior Accountants on client tasks and engagements.

· Demonstrate a thorough understanding of internal policies and procedures and provide guidance and training to others. Work to identify and assist in resolving procedural inconsistencies.

· Demonstrate mastery of time management and organizational skills. Assume responsibility for completion of engagement deliverables and take responsibility for client communication.

· Develop and maintain relationships with clients and communicate effectively. Look for opportunities to increase ability to network and participate in business development.

· Build good relationships with clients and communicate effectively to follow up on open items, provide needed information, and manage engagements.

· If assigned, plan, supervise and complete accounting engagements. Efficiently supervise all forms of financial statement engagements and possess technical knowledge sufficient to supervise Staff and Senior Accountants on financial statement audit, review and compilation engagements.

· Demonstrate a thorough understanding of AICPAs Code of Professional Conduct, Generally Accepted Auditing Standards and other accounting standards, including GAAP accounting.

· Actively participate in developing others and participate in the Firms Mentorship Program.

Skills - Must Have:

CPA license (EA not acceptable)

Bachelors degree in accounting, tax, or related field

Minimum 5+ years of public accounting firm experience

Experience supervising staff or senior accountants

Experience preparing and reviewing complex tax returns

Proficiency in individual and closely-held business tax engagements

Proficiency in Lacerte and/or ProSystems FX

Proficiency in Microsoft Excel

Strong knowledge of general accounting and complex journal entries

Familiarity with GAAP and audit procedures

Experience with tax law and tax research

Demonstrated client relationship management experience

Legal authorization to work in the U.S. without sponsorship