Tax Manager - Individual / Fiduciary

job
  • The Agency Recruiting
Job Summary
Location
San Jose ,CA 95199
Job Type
Contract
Visa
Any Valid Visa
Salary
PayRate
Qualification
BCA
Experience
2Years - 10Years
Posted
14 Mar 2025
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Job Description

Tax Manager - Individual / Fiduciary

Responsibilities

As a Tax Manager, you will have the opportunity to lead and develop a team while providing outstanding customer service to our clients. If you have strong technical skills and in a managerial or supervisory roles in tax compliance, quality assurance and tax planning to a diversified, closely held client base, we'd love to talk with you!

Your Role:

  • Managing our tax department in tax compliance, planning and quality assurance We deal primarily with closely held, entrepreneurial companies and their owners.
  • Quality assurance on individual, fiduciary, estate, gift and partnership tax returns
  • Helping to develop, build and manage client relationships
  • Assisting with managing, developing, and coaching professional tax staff
  • Manage, in team environment, the work flow of product through the tax department Qualifications
  • 5 - 7 years or more of relevant progressive experience in public accounting tax including technical tax compliance, planning & projections and research
  • Bachelor's degree in accounting; MST a plus
  • CPA certification (EA considered)
  • Strong computer skills, CCH Axcess, RIA Checkpoint, Quickbooks experience a plus Soft Skills
  • Experience managing multiple client engagements
  • A strong sense of ownership for delivering outstanding client service
  • Excellent supervisory, team building, and time management skills This position is in our San Jose office; we are open to a hybrid in office / remote arrangement. Salary - To be discussed depending on experience.

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