HYBRID ROLE/NO SPONSORSHIP
The Company:
San Francisco, CA CPA firm that specializes in small and mid-sized businesses seeks a dynamic Tax Manager with 6+ years of public accounting experience. MUST HAVE A CPA LICENSE.
The Role:
The successful candidate will have a modern understanding of the professional standards, technology, and data security necessary to lead the tax team and work with other tax Partners to ensure the timely delivery of excellent tax compliance and complex work product. They will have well-developed team management and mentoring skills. The firm has a “People First” ethic which applies equally to clients and staff. This role offers a quick path to equity partner.
Core Responsibilities:
· Responsible at least two hundred complicated accounts including individuals, C-Corp, S-Corp, Partnerships, Fiduciary, Exempt Organizations, Estates.· Preparation of tax projections, complicated financial statements, and other tax planning strategies.· Conduct a secondary review of, and have ultimate responsibility for, complex income tax returns, including federal and multi-state filings.· Interact closely with clients to provide innovative tax planning, consulting, and compliance expertise.· Maintain, develop, and expand client relationships.Essential Functions· Work closely with Partners and staff on client management, practice development, and business development activities.· Mentor and coach staff members effectively to improve their job skills.· Stay current on the latest tax laws.· Plan, execute and direct and complicated tax projects.· Maintain active communication with clients to ensure satisfaction, and that deadlines are met.· Manage, develop, train, and mentor staff on tax projects and assess performance for engagement reviews.· Address questions on advanced technical tax matters from team members and upper-level client management.
Education and Qualifications:
· Bachelor’s degree in accounting or a related field.· Advance degree in taxation is preferred.· Licensed CPA
Experience:
· 6+ years of experience in a similar tax role.· Must have strong trust and estate and 1040 experience.· Experience in managing a team of licensed professionals is preferred.· Experience in managing staff members is preferred.· Experience in tax controversy, audit and rulings is strongly preferred.
Knowledge, Skills, and Abilities:
· Highly developed problem-solving, research and analytical skills.· Expert knowledge of applicable tax software.· Good organizational and time management skills.· Ability to multitask.· Excellent communication skills.· Knowledge of income tax returns in the following areas:· Individuals, partnerships, S Corporations, C Corporations.· Nonprofits and foundations, complex real estate transactions.· Trust and Estate accounting, foreign tax matters.· Mergers & acquisitions.· Financial Statement, Preparation and Review· Public Speaking experience preferred.
COMPENSATION:
$140-160K BASE SALARY + (DOE)
YEAR END BONUS
FULL BENEFITS
GREAT WORK LIFE BALANCE