Senior Tax Manager - A Refreshing Career Opportunity.
If you're coming from a large firm, get ready for a refreshing change. Our client, with over 40 years of experience and a close-knit team of approximately 65 professionals, prioritizes both its people and clients. Work-life balance is a key value here-you'll finish your day at a reasonable hour and still have time for family, friends, and the things you enjoy. They are currently seeking a Senior Tax Manager with a CPA, specializing in individual tax for high-net-worth clients, S Corps, real estate tax, partnerships, and more. Each day will present new and interesting challenges, offering opportunities to learn, grow, and advance your career.
Responsibilities
- Manage and oversee the preparation and filing of individual and corporate tax returns.
- Develop and implement strategic tax planning initiatives to minimize client liabilities.
- Stay current on tax laws and regulations, conducting research to ensure compliance and uncover tax-saving opportunities.
- Review and analyze financial data to ensure accuracy and completeness for tax purposes.
- Provide expert guidance and advice to clients on complex tax-related matters.
- Supervise and mentor junior tax associates, fostering a culture of growth and collaboration.
- Communicate effectively with clients, tax authorities, and other stakeholders to build lasting relationships.
Qualifications
- Bachelor's or Master's degree in Accounting, Finance, or a related field.
- CPA certification is required.
- Minimum of 10 years' experience in individual and corporate tax, with a strong focus on high-net-worth clients.
- Proficiency in tax preparation software.
- Strong communication and interpersonal skills, with the ability to work both independently and collaboratively.
What They Offer
- Hybrid Schedule: Get trained in a supportive environment with a hybrid schedule-3 days in the office and 2 days working from home.
- Longevity: This could be your forever home. The median employee tenure is 7.5 years, reflecting the supportive and stable work environment.
- Path to Partnership: There is strong potential to become a Partner in the future, for those seeking long-term growth and leadership opportunities.
- Phenomenal Benefits:
- 401(k): First year includes a 3% employer contribution (no match required). Starting in your second year, the firm adds an impressive 7%, no match required.
- Generous PTO: Begin with 20 days of paid time off from day one.
- Work-Life Balance: Enjoy a manageable workload of 40-45 hours per week, with 60-65 hours during the busy season.
- Diverse Clientele: You'll work with truly high-net-worth individuals, including some of the wealthiest and most well-known people in the Bay Area.
- Career Development: Comprehensive training programs, mentorship opportunities, and full support for certifications to help you grow in your career.
- Cutting-Edge Technology: Leverage advanced accounting tools and technology to enhance efficiency and deliver exceptional results.
- Collaborative Culture: Be part of a team that values knowledge-sharing, innovation, and a supportive work environment.
About the Firm
With over 40 years of experience, the firm has earned its reputation as a trusted partner for high-net-worth individuals and their businesses. Specializing in creative and effective tax solutions, the firm combines accounting and legal expertise to deliver exceptional results. Its close-knit, collaborative culture ensures employees feel valued and supported while working toward shared success.
This is more than just a job-it's a career opportunity with purpose and balance. Apply today and discover a place where you can truly thrive.