Tax Manager, Privately Held Business

United States·San Josemid

Finance & AccountingTax Specialist

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Quick Summary

Overview

Title: Tax Manager, Privately Held Business Location: San Jose/San Ramon CA Salary: $122,000 – $166,000 Overview: Accounting and consulting firm is seeking a Tax Manager to join its Privately Held Business practice in Northern California.

Key Responsibilities

Review and coordinate preparation of tax returns for individuals, partnerships, S-corps, and C-corps Advise clients on a full spectrum of tax services including planning, research, compliance, allocations, and transactional activities Conduct or…

Requirements Summary

Bachelor's degree in Accounting, Tax, Finance, or a related discipline CPA, JD, or EA designation (must be qualified to practice before the IRS) Minimum 4 years of US tax consulting/compliance experience within public accounting Minimum 1 year in a…

Technical Tools

Finance & AccountingTax Specialist

Responsibilities

~1 min read

→Review and coordinate preparation of tax returns for individuals, partnerships, S-corps, and C-corps
→Advise clients on a full spectrum of tax services including planning, research, compliance, allocations, and transactional activities
→Conduct or review high-level research on complex and emerging tax issues; prepare supporting memorandums
→Review and confirm assignment objectives, scope, and work plans with clients
→Ensure appropriate resource assignment across engagement roles
→Analyze billing and assist with accounts receivable collections
→Assist with new business development, extended services, and tax issue recognition for existing clients
→Seek regular client feedback on assignment progress and overall performance
→Coach and mentor staff and seniors on client engagements and career development

Requirements

~1 min read

Bachelor's degree in Accounting, Tax, Finance, or a related discipline
CPA, JD, or EA designation (must be qualified to practice before the IRS)
Minimum 4 years of US tax consulting/compliance experience within public accounting
Minimum 1 year in a managerial role involving clients and team members