Tax Manager (Hybrid)

Tax Manager (Hybrid)

Company Overview

We are a well-established public accounting firm that has proudly been in business for over 35 years! With over 35 years of experience, we have built a reputation for superb client service and have been recognized as one of the the Best Accounting/CPA Firms in Marin County five years in a row. We are committed to helping clients navigate complex financial landscapes with professionalism and care. We highly value a healthy work-life balance and excellent company culture.

Position Overview

We are seeking a knowledgeable and motivated Tax Manager to join our dynamic team. The ideal candidate will manage a portfolio of clients, providing expert tax advisory services and ensuring compliance with all tax regulations. This hybrid position offers flexibility while maintaining a strong focus on delivering quality results for our clients.

Key Responsibilities

Lead tax compliance and reporting for a diverse portfolio of clients including individuals, corporations, and non-profits.

Provide strategic tax planning and guidance, particularly for high net worth individuals (HNWIs).

Oversee the preparation and review of various tax returns, including 1040, estate, trust, partnership, and corporate filings.

Conduct thorough tax research to identify opportunities for tax savings and ensure adherence to the latest tax laws.

Collaborate with cross-functional teams to support tax-related initiatives and educate clients on tax implications of business decisions.

Mentor and train junior staff members to enhance their skills and knowledge in tax matters.

Qualifications

Bachelor's degree in Accounting or Finance; CPA certification is preferred.

Minimum of 5 years of experience in public accounting or a tax-related role.

Strong understanding of federal, state, and local tax laws, particularly for individual and corporate tax matters.

Experience with high net worth individuals, estate and trust taxation, and non-profit organizations is a plus.

Proficient in tax research and software tools for tax compliance and planning.

Benefits

401(k) matching

Dental insurance

Disability insurance

Flexible schedule

Health insurance

Life insurance

Paid time off

Vision insurance

Hyrbid flex