*Job Overview*
We are looking for a tax expert to manage and facilitate the accurate preparation, review and filing of state and federal tax forms.
The ideal candidate is a team player who manages the tax team to greater performance, creates and implements tax plans, works with the clients accounting and leadership teams to identify opportunities for process improvement and potential areas of risk.
The ideal candidate is single minded in their pursuit of ensuring compliance and achieves this goal through optimizing reporting procedures and driving the successful function of the tax team.
Responsible for individual, corporation, partnership and fiduciary tax services for individual and entity clients in a wide variety of businesses.
Responsibilities include interacting with partners, staff and clients to provide tax planning, consulting, and compliance expertise; preparation and review of complex tax returns; working closely with partners and staff in client engagement management.
Conduct review of complicated income tax returns to include corporate, partnership, trust, estate and individual clients.
Maintain communication with clients to ensure client satisfaction.
*Responsibilities for Tax Manager*
· Facilitate and manage the preparation and review of client’s federal tax returns and the accurate, timely filing of all tax forms.
· Ensure accurate, timely filing of consolidated federal, state and local income tax returns and other business related filings.
· Find and implement opportunities for process improvement in client tax procedures.
· Develop and implement strategic tax planning for all necessary federal and state taxes.
· Monitor legislative and regulatory tax law developments, communicate the effects of these developments to management and the tax team and create strategies to capitalize on changes to taxation legislation.
· Provide support with various special tax related projects.
· Prepare and Review tax returns and quarterly/yearly tax projections.
*Qualifications for Tax Manager*
· Extensive individual/corporate/partnership tax knowledge
· Strong accounting, analytical, and research skills.
· Excellent written and oral communication skills.
· Strong knowledge of tax code, compliance and procedures for corporations, partnership, LLC’s and sole proprietors.
· Familiarity with U.
S.
federal, state and local reporting requirements.
· Strong experience with a variety of tax operations and ability to drive process improvements.
· Ability to work well independently as well as the ability to work well with stakeholders and communicate the benefits of tax initiatives.
· Strong organizational and interpersonal skills.
· We are looking for a candidate with 7 to 10+ years of experience in a senior tax, manager or director role of a public accountant firm.
· Candidates must have an active CPA license.
· The Tax Manager must be proficient with the following software/tools:
* Strong skills and experience with Word, Outlook, Excel, QuickBooks.
* Familiarity with Ultra Tax, RIA Checkpoint, and BNA or equivalent
Required Skills and Experience:
· Current CPA license.
· Minimum 7-10 years of public accounting experience.
· Excellent analytical, technical, and tax accounting/technology skills.
· Exceptional client service and communication skills with a demonstrated ability to develop and maintain client relationships.
· Strong written, interpersonal, and presentation skills.
· Fluent computer skill including knowledge of tax and accounting software and technology.
Our benefits include competitive compensation, 401(K) plan, health benefits, professional dues and continuing education.
Job Type: Full-time
Pay: $65.
00 - $100.
00 per hour
Expected hours: No more than 50 per week
Benefits:
* 401(k)
* Flexible schedule
* Health insurance
* Paid time off
Experience level:
* 7 years
Schedule:
* Monday to Friday
Ability to commute/relocate:
* San Rafael, CA 94901: Reliably commute or planning to relocate before starting work (Required)
Experience:
* Tax experience: 7 years (Required)
License/Certification:
* CPA (Required)
Work Location: In person