We are hiring a Tax Manager for a highly respected public accounting and advisory firm with nearly 50 years of success serving closely held businesses, high net worth individuals, and nonprofit organizations throughout the San Francisco Bay Area. The firm is recognized for its collaborative culture, long term employee relationships, strong client partnerships, and commitment to professional development.
This high visibility leadership role will partner closely with firm leadership and clients to oversee complex tax engagements, review tax returns, provide strategic advisory services, and mentor developing tax professionals. The Tax Manager will play a key role in maintaining strong client relationships, ensuring technical accuracy and compliance, supporting firm growth initiatives, and contributing to a collaborative and growth oriented environment.
Responsibilities
โข Manage and oversee complex tax engagements for closely held businesses, high net worth individuals, and nonprofit organizations
โข Review federal and multi state tax returns including partnerships, S corporations, C corporations, trusts, and individuals
โข Provide proactive tax planning, consulting, and advisory services to clients
โข Research complex tax issues and communicate findings and recommendations to clients and leadership
โข Manage client relationships while serving as a trusted advisor and primary point of contact
โข Lead, mentor, and develop tax staff and senior associates through coaching, training, and performance feedback
โข Review workpapers, financial statements, and tax filings to ensure accuracy and compliance with applicable regulations
โข Assist with workflow management, project timelines, and engagement profitability
โข Support business development initiatives and identify opportunities to expand client relationships and firm services
โข Partner closely with firm leadership on operational initiatives, process improvements, and strategic planning
โข Assist with tax notices, audits, and regulatory inquiries as needed
โข Stay current on changing tax laws, regulations, and industry developments
Qualifications
โข Bachelor's degree in Accounting, Finance, or related field
โข Active CPA license required
โข 6+ years of progressive public accounting tax experience
โข Strong experience reviewing and managing complex tax returns and engagements
โข Experience working with closely held businesses and high net worth individuals preferred
โข Strong understanding of federal and multi state taxation
โข Proven leadership experience supervising and mentoring staff
โข Advanced Excel skills and experience with tax and accounting software systems
โข Excellent communication, client service, organization, and problem solving skills
โข Ability to manage multiple priorities and deadlines within a collaborative team environment
What's In It For You
โข Permanent, full time direct hire opportunity
โข Competitive compensation
โข Performance bonus opportunities
โข 401(k) plan
โข Medical, dental, vision, life, LTD, and AD&D insurance
โข Generous PTO and paid holidays
โข Collaborative and employee focused culture with strong leadership support
โข Professional development and long term career growth opportunities
โข Exposure to a diverse client base including closely held businesses, nonprofit organizations, and high net worth individuals
โข Workplace social activities and team oriented environment