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Tax Manager

Palo Alto, CA 94306

Industry: Accounting / Finance Job Number: 2207

Job Description

Tax Manager


We are looking for a Tax Manager!


Primary Job Functions

  • Oversees client relationships in regards to tax matters as well as coordinates the delivery of other services.
  • Assists with preparation of complex tax returns, provides coaching to staff, and reviews and assigns tax returns prepared by others.
  • Develops business proposals and other supervisory administrative duties.
  • Oversees a group of staff and is responsible for managing their daily activities and career development.




Client Service

  • Develops a strong relationship with key client personnel and provides valuable ideas on an ongoing basis, while maintaining contact with clients throughout the year.
  • Possesses a thorough knowledge of the client and all facets of the client's business.
  • Proactively and effectively identifies client's needs.
  • Provides professional services on a basis that is cost effective to the client and acceptable to the firm.
  • Manages expectations of services including work products, timing, and value to be delivered.
  • Plans, supervises, reviews, and controls engagements of all sizes and complexities for tax compliance with all professional and firm standards.
  • Supervises and works with internal staff and clients to plan engagement requirements, objectives, and strategies.
  • Communicates with appropriate individuals within the firm and documents the status of tax engagements.
  • Analyzes problems and recommends viable solutions. Communicates progress of engagements, problems and resolutions to the client team.
  • Brings unusual or significant accounting and tax related questions to the partner with proposed resolutions to those issues.
  • Assists with complex research in all areas of tax and coaches others in performing research.
  • Performs complex tax returns for compliance and consulting.
  • Coaches employees the importance of the client first attitude by providing technical training in the use and application of the Firm's policies, procedures, manuals, forms, and relevant software.
  • Assists with administrative engagement activities.?


New Business Acquisition

  • Under the direction of a Partner, expands personal marketing plan to include a full complement of marking activities.
  • Knowledgeable in the products of the firm.
  • Takes responsibility for specific assignments within the office niche team.
  • Expands external network of business referral resources.
  • Demonstrates the support role in new business presentations.
  • Assists in developing business proposals.
  • When requested, presents those propels to prospects.


Staff Development

  • Participates in specialized technical training.
  • Develops technical skills that are unique among the tax staff.
  • Takes an active role in teaching technical matters and when requested, assists as an instructor in the Firm's internal CPE Program.
  • Prepares and participates actively in Firm sponsored and outside training; keeping current on general business and technical issues.
  • Uses a variety of resources to learn and study business developments and technical innovations.
  • Coaches others in completing engagement requirements.
  • Fosters positive relationships between others in the office.
  • Provides both formal and informal performance reviews to staff, and then reports to partner on staff progress and advice given.
  • Participates in the office recruiting program which demonstrates the self-presentation skills to be an effective representative of the Firm.
  • Technical, Industry, or Functional Specialization
  • Begins to develop a technical, industry, or functional concentration.
  • Takes responsibility for specific assignments within the office niche team and


Professional/Community Involvement

  • Participates or actively seeks participation in appropriate community, business, and professional organizations.




Work Experience Required: Must have experience in public accounting, preparing and reviewing complex business and individual tax returns, and directing the work of others

Education: Bachelor's degree with emphasis in accounting or MBA in accounting/taxation; additional qualification as an accountant will be a plus


Other Requirements

  • CPA certification required
  • Experience completing tax returns/engagements
  • Excellent oral and written communication skills
  • Possess successful problem solving and analytical skills
  • Project management experience
  • Honest and ethical with a strong work ethic
  • Proactive, resourceful, and client oriented - Good interactive skills to work with Partners, other departments, and employee base
  • Proficiency in MS Office (Excel, PowerPoint, Outlook)
  • Strong organizational skills with the ability to multi-task
  • Demonstrates positive and enthusiastic approach to all assignments
  • Outstanding attendance and punctuality
  • Must be clean, well groomed, and have a professional appearance per company standards

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