Tax Manager

Innovations PSI
  • San Rafael, CA
    Today

    Job Description

    Job Description

    Responsibilities:

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    • Prepare and review complex tax returns, including individual, corporate, partnership, and estate and trust.
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    • Provide clients with tax planning and financial consulting services.
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    • Conduct in-depth tax research on complex issues.
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    • Supervise and mentor junior and senior staff members.
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    • Manage and grow client accounts, ensuring high levels of service and satisfaction.
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    • Collaborate with firm partners on business and tax planning strategies.
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    • Manage a client portfolio, ensuring their needs are met with precision and care
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    Qualifications:

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    • Bachelor's degree in Accounting, Finance, or a related field (Master's degree in Taxation preferred)
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    • Experience in a managerial role
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    • 8-10 years experience in public accounting
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    • CPA license preferred
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    • Experience with individual, corporate, partnership, and estate/trust tax returns
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    Numbers & Facts

    LocationSan Rafael, CA

    Skills

    • Accountingunmatched
    • Business Planunmatched
    • Certified Public Accountant (CPA)unmatched
    • Financeunmatched
    • Financial Planningunmatched
    • Financial Servicesunmatched
    • Mentoringunmatched
    • Public Accountingunmatched
    • Sales Managementunmatched
    • Strategic Planningunmatched
    • Tax Planningunmatched
    • Tax Returnsunmatched

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