Tax Manager

1 day ago


Walnut Creek CA United States Sterling Freeman Full time

Tax Manager – Walnut Creek CPA Firm Job

We're an innovative, forward-thinking firm year after year voted one of the best places to work. We don't just talk about opportunities, we create them for quality people like you. A combination of our high-calibre team, deep well of experience, and multi-dimensional marketing strategy give us a significant edge over the competition. We are a regional leader in many areas including energy, financial services, healthcare, entertainment, and real estate for both private and SEC clients. Realize your potential at this outstanding firm.

Responsibilities
  • Review and prepare tax returns for Mid-Sized Private Companies in multiple industries, Investment Entities, High Net-Worth Individuals, Fiduciary Entities, and Non-Profits.
  • Lead / Co-Lead client meetings to review tax planning strategies and projections.
  • Ability to manage work flow including multiple priorities, deadlines and budgets.
  • Manage/Grow a book of Clients - identify & communicate ideas to improve client service, opportunities to expand services with clients with Partners.
  • Develop Staff - recognize & communicate opportunities to improve firm culture, and staff development & retention with Partners.
Tax Manager Qualifications & Requirements
  • MUST HAVE 6+ years current CPA Firm experience.
  • MUST HAVE an active CPA or JD.
  • Masters of Tax or LLM Tax preferred.
Desired Soft Skills
  • Integrity, Intellectual Strength & Agility.
  • History of being a passionate learner who welcomes skill-stretching opportunities.
  • Bring an Entrepreneurial point of view to the Tax Manager role.
  • Are an energized professional - seeking greater responsibilities and more autonomy with clients.
  • Have the passion & curiosity to look through the financials into the business, to identify potential opportunities for client gain.
  • Are engaging & thrive building relationships internally and externally.

For immediate & CONFIDENTIAL consideration for this Tax Manager opportunity, please click APPLY or email

SterlingFreeman
13+ years
100% CPA Firm Recruiting + M&A Consulting
15,000+ CPA firms in our Network
150,000+ Contacts in CPA Firms Everywhere

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