Tax Manager - Individual / Fiduciary

https:/www.pcrecruiter.net/sitemap.xml • San Jose, CA, United States • $200k - $250k / year • 1m ago

Tax Manager - Individual / Fiduciary

Responsibilities

As a Tax Manager, you will have the opportunity to lead and develop a team while providing outstanding customer service to our clients. If you have strong technical skills and experience in managerial or supervisory roles in tax compliance, quality assurance, and tax planning for a diversified, closely held client base, we'd love to talk with you!

Your Role:

Manage our tax department in tax compliance, planning, and quality assurance, primarily dealing with closely held, entrepreneurial companies and their owners.
Ensure quality assurance on individual, fiduciary, estate, gift, and partnership tax returns.
Help develop, build, and manage client relationships.
Assist with managing, developing, and coaching professional tax staff.
Manage the workflow of products through the tax department in a team environment.

Qualifications

5 - 7 years or more of relevant progressive experience in public accounting tax, including technical tax compliance, planning & projections, and research.
Bachelor's degree in accounting; MST is a plus.
CPA certification (EA considered).
Strong computer skills; experience with CCH Axcess, RIA Checkpoint, and QuickBooks is a plus.
Experience managing multiple client engagements.
A strong sense of ownership for delivering outstanding client service.
Excellent supervisory, team building, and time management skills.

This position is in our San Jose office; we are open to a hybrid in-office/remote arrangement. Salary to be discussed depending on experience.

#J-18808-Ljbffr