Tax Manager

Regal Executive Search

San Francisco, CA

JOB DETAILS
SKILLS
Accounting, Auditing, Certified Public Accountant (CPA), Communication Skills, Establish Priorities, Estate Planning, Financial Audit, High Net Worth, Income Tax, Insurance, Leadership, Mentoring, People Management, Presentation/Verbal Skills, Private Funding, Problem Solving Skills, Real Estate, Reporting Skills, Securities, Staff Training, State Tax, Tax Accounting, Tax Planning, Tax Returns, Tuition Reimbursement, Venture Capital, Writing Skills
LOCATION
San Francisco, CA
POSTED
30+ days ago

San Francisco-based boutique CPA practice looking for an experienced Accounting Tax Manager with 5+ years of tax experience (audit experience a plus).

The Firm offers a full range of audit, accounting, taxation, advisory, and compliance services for a wide variety of businesses and their owners and serves a broad spectrum of securities funds, private-equity and venture capital firms, real estate firms, and high-net-worth and ultra high-net-worth individuals.

Responsibilities for Tax Manager:
  • Review complex U.S. and multi-state income tax returns for business entities
  • Review complex U.S. and multi-state individual income tax returns, gift tax returns and estate tax returns
  • Prepare and review complex tax planning projections for individuals and business entities
  • Effectively research and discuss tax and estate planning ideas, income tax matters, and potential tax problems with clients
  • Manage and monitor client deliverables and due dates
  • Respond to IRS and state agency audits, inquiries and tax notices
  • Perform extensive tax research for complex matters and prepare detailed reports, outlining findings and conclusions
  • Mentor and supervise staff through training, providing guidance and direction
  • Build trust with clients and foster collaboration and a team environment through open communication, responsiveness, and a commitment to excellent service

Qualifications for Tax Manager:
  • Bachelor of Science or Master of Science in Accounting or Taxation
  • CPA license
  • 5+ years of tax experience, including recent experience at the manager-level
  • Flexible start date
  • Demonstrated leadership, problem solving, and strong verbal and written communication skills
  • Ability to prioritize tasks and work on multiple assignments in a fast-paced accounting environment
  • Ability to work both independently and as part of a team with professionals at all levels

Benefits:
  • Competitive salary
  • Insurance (including medical, dental, and vision)
  • 401(k) / profit sharing plan
  • 9 paid holidays a year
  • Personal Time Off (PTO)
  • Bonuses for passing the CPA exam
  • Tuition reimbursements for continuing professional education courses

About the Company

R

Regal Executive Search