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Wealthy Clients' Senior Tax Manager – Exciting Career Opening!

If you’re seeking a change from a large firm, we have a refreshing opportunity for you. Our client, a reputable company with over four decades of experience and a close-knit team of around 65 professionals, prioritizes the well-being of its employees and clients. Achieving a work-life balance is highly valued here – you can finish your workday at a reasonable time and still have ample time for your family, friends, and personal interests. We are currently looking for a highly skilled Senior Tax Manager with a CPA, specializing in individual tax for high-net-worth clients, S Corps, real estate tax, partnerships, and other related areas. You can expect each day to bring diverse and engaging challenges, allowing for continuous learning, personal growth, and career advancement opportunities.

Your Responsibilities

• Oversee and manage the preparation and submission of individual and corporate tax returns.
• Create and execute strategic tax planning initiatives to minimize client tax obligations.
• Stay up-to-date on tax laws and regulations, conduct research to ensure compliance, and identify tax-saving possibilities.
• Analyze and review financial data for accuracy and completeness in relation to tax requirements.
• Provide expert advice and guidance to clients on complex tax matters.
• Mentor and supervise junior tax associates, fostering a culture of growth and collaboration.
• Maintain effective communication with clients, tax authorities, and other stakeholders to build enduring relationships.

Your Qualifications

• Hold a Bachelor’s or Master’s degree in Accounting, Finance, or a related field.
• CPA certification is mandatory.
• Possess a minimum of 10 years’ experience in individual and corporate tax, with a strong focus on high-net-worth clients.
• Demonstrate proficiency in tax preparation software.
• Show strong communication and interpersonal skills, with the ability to work independently as well as collaboratively.

What We Offer

• Flexible Schedule: Receive comprehensive training in a supportive environment with a hybrid schedule – three days in the office and two days working remotely.
• Ambitious Career Growth: Join us for the long haul! The median employee tenure is 7.5 years, reflecting our supportive and stable work environment that welcomes personal and professional development.
• Path to Partnership: For those seeking long-term growth and leadership opportunities, there is a strong potential for promotion to Partner in the future.
• Exceptional Benefits:
  • 401(k): We offer an impressive 3% employer contribution in your first year (no match required). Starting from your second year, we enhance it by adding an additional 7% employer contribution, again with no match required.
  • Generous Paid Time Off: You will receive 20 days of paid time off from day one.
  • Work-Life Balance: Enjoy a manageable workload, ranging from 40 to 45 hours per week, and during the busier seasons, around 60 to 65 hours.
• Diverse Clientele: Collaborate and work with a wide array of high-net-worth individuals, including esteemed and well-known figures in the Bay Area.
• Career Development: Benefitting from comprehensive training programs, mentorship opportunities, and full support for certifications to facilitate your career growth.
• Cutting-Edge Technology: Utilize advanced accounting tools and technological solutions to streamline processes and deliver exceptional outcomes.
• Collaborative Culture: Become a valued member of a team that highly values knowledge-sharing, innovation, and a supportive work environment.