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Tax Manager
POSITION SUMMARY
As a Manager you will be responsible for the successful delivery of tax and accounting services to clients, while managing a team of Staff and Senior Accountants. You will have direct responsibility for developing and maintaining quality relationships with the firm’ s clients. You will work closely with the partners and Office Managing Partner to increase efficiencies, develop and train the firm’ s staff, and improve earnings. In addition, you will have the opportunity to play a key role on the firm’ s Leadership Committee, suggesting and working on initiatives to ensure that we continue to have a thriving firm with a vibrant and inclusive culture. You will utilize and build your technical and personal skills in a collaborative working environment.
ESSENTIAL DUTIES AND RESPONSIBILITIES
KNOWLEDGE, SKILLS & ABILITIES
As a Manager, having the following knowledge, skills and abilities will give you the best chance to succeed in this position:
MINIMUM REQUIREMENTS
To be considered as a Manager you must meet the following minimum requirements:
*Consideration of qualified candidates with arrest and conviction records will be in a manner consistent with the San Francisco Fair Chance Ordinance and the California Fair Chance Act
Tax Manager
4309 Hacienda Drive Suite 400 Pleasanton, CA 94588
2020-11-05
2021-03-30
Industry: Accounting / Finance
Job Number: 2566
Job Description
Tax Manager
POSITION SUMMARY
As a Manager you will be responsible for the successful delivery of tax and accounting services to clients, while managing a team of Staff and Senior Accountants. You will have direct responsibility for developing and maintaining quality relationships with the firm’ s clients. You will work closely with the partners and Office Managing Partner to increase efficiencies, develop and train the firm’ s staff, and improve earnings. In addition, you will have the opportunity to play a key role on the firm’ s Leadership Committee, suggesting and working on initiatives to ensure that we continue to have a thriving firm with a vibrant and inclusive culture. You will utilize and build your technical and personal skills in a collaborative working environment.
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Manage client relationships and work closely with partners in servicing clients
- Recognize opportunities to provide additional services to existing clients
- Participate in networking and other business development opportunities to develop new clients
- Manage multiple tax and audit engagements, including the scheduling, staffing, supervision, and timely completion of each engagement
- Efficiently use available resources to meet deadlines and balance workloads
- Develop staff through training, mentoring and coaching
- Assume billing responsibilities for assigned clients
KNOWLEDGE, SKILLS & ABILITIES
As a Manager, having the following knowledge, skills and abilities will give you the best chance to succeed in this position:
- High proficiency in performing accounting and tax engagements
- High proficiency in tax research, and solid understanding of Internal Revenue Code sections, and state and local regulations
- Technical proficiency and solid experience supervising complete engagements, and the ability to manage client relationships
- Demonstrated high level of proficiency in the use of firm standard software, such as Lacerte, ProSystems FX, Excel,
- Excellent interpersonal and communication skills
- A focus on client service, with a specific emphasis on tax planning and compliance for individuals and entities
- Ability to work effectively with partners and clients to maintain high client service levels while simultaneously identifying additional client service opportunities
- Interest in participating in firm-wide initiatives to improve the client experience, build a rewarding culture for our employees, and serve our local communities
- Demonstrated ability to work both independently and with a team
- Ability to manage a wide variety of multiple projects, assignments and deadlines, and to delegate effectively
- Strong experience in managing and developing others
MINIMUM REQUIREMENTS
To be considered as a Manager you must meet the following minimum requirements:
- Bachelor’ s Degree with a major or concentration in accounting, tax, or related field
- Master’ s in Accounting, actively working toward a Master’ s degree, or equivalent
- Minimum of five years of progressively responsible experience with a public accounting firm
- Hold a current and valid CPA license
- Applicant will be required to submit to a criminal background check upon receipt of a conditional offer
*Consideration of qualified candidates with arrest and conviction records will be in a manner consistent with the San Francisco Fair Chance Ordinance and the California Fair Chance Act