Tax Manager

2 months ago


San Jose, United States Keller Executive Search Full time

About Our Client

Our client, a leading financial services organization, is seeking a skilled and motivated Tax Manager to join their team in a flexible hybrid work arrangement. This role offers an exciting opportunity to work in a dynamic environment, managing complex tax matters for a diverse range of financial products and services while enjoying the benefits of both in-office collaboration and remote work flexibility.

The Opportunity

As a Tax Manager working in a hybrid model, you'll play a crucial role in overseeing tax planning, compliance, and reporting activities for the organization. This position requires a deep understanding of tax laws and regulations applicable to the financial services industry, as well as strong leadership and communication skills. You'll have the chance to make a significant impact on the organization's tax strategy while enjoying a flexible work arrangement that promotes work-life balance.

Key Responsibilities

In this hybrid role, you will:

  1. Manage and coordinate all aspects of the company's tax function, including federal, state, and international tax compliance and planning, leveraging both in-office resources and remote work capabilities
  2. Oversee the preparation and review of tax returns, estimated tax payments, and other tax-related filings
  3. Develop and implement tax strategies to optimize the company's tax position
  4. Provide technical tax advice on complex financial transactions and products
  5. Collaborate virtually and in-person with various departments to ensure tax implications are considered in business decisions
  6. Stay current with changes in tax laws and regulations, assessing their impact on the organization
  7. Manage relationships with tax authorities, external auditors, and tax advisors through various communication channels
  8. Lead and mentor a team of tax professionals, providing guidance and support in both remote and in-office settings
  9. Prepare and present tax-related reports and analyses for senior management

Minimum Qualifications

  1. Bachelor's degree in Accounting, Finance, or related field; Master's degree in Taxation preferred
  2. CPA or equivalent professional qualification required
  3. 6-8 years of progressive experience in tax, with at least 4 years in a managerial role
  4. Strong knowledge of US GAAP, IFRS, and tax accounting principles
  5. Experience in the financial services industry, with knowledge of tax issues related to banking, investments, or insurance products
  6. Excellent analytical and problem-solving skills
  7. Strong leadership and communication abilities, both virtually and in-person
  8. Proficiency in tax software and MS Office suite
  9. Adaptability to work effectively in a hybrid environment

Preferred Qualifications

  1. Experience with international tax planning and compliance
  2. Knowledge of transfer pricing regulations
  3. Familiarity with tax technology and process improvement initiatives
  4. Proven ability to manage remote teams and virtual collaborations

Compensation and Benefits

  1. Competitive salary range: $135K - $170K, commensurate with experience
  2. Hybrid work model, balancing in-office collaboration with remote work flexibility
  3. Performance-based annual bonus
  4. Comprehensive health, dental, and vision insurance
  5. 401(k) plan with employer match
  6. Generous paid time off, including vacation days and personal/sick leave
  7. Professional development and continuing education support
  8. Mentorship programs and clear career progression paths
  9. State-of-the-art technology and resources to support seamless hybrid work

Growth and Development

Our client is committed to nurturing your career growth in this hybrid work environment. As a Tax Manager, you'll have access to:

  1. Advanced training programs and workshops, offered both in-person and virtually
  2. Opportunities to work on complex, high-profile tax matters in the financial services sector
  3. Clear career progression path to senior leadership roles
  4. Support for pursuing advanced certifications and specialized training in financial services taxation

This is an excellent opportunity to take your tax career to the next level with a prestigious financial services organization. You'll work alongside industry experts, tackle challenging issues, and develop expertise that will set you apart in the field, all while enjoying the flexibility of a hybrid work model.

Our client is an equal opportunity employer and values diversity. They do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

How to Apply

If you're ready to elevate your tax career with a flexible, hybrid work arrangement in a leading financial services organization, we'd love to hear from you. Please submit your resume and a brief cover letter for confidential consideration. Our recruiting team will review your qualifications and contact you if there's a strong match.

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