Tax Manager

6 days ago


Novato, California, United States Morling & Company Full time
Unlock Your Leadership Potential as a Tax Manager

Morling and Company is a forward-thinking tax service and consulting firm committed to maximizing our clients' financial well-being through innovative and flexible strategies. Our mission is to help our clients grow, manage, and prosper by offering creative, effective tax strategies while maintaining a commitment to work-life balance and social responsibility.

Our Mission and Core Values:

  • Client-Centric: Delivering exceptional service and measurable value.
  • Innovation: Embracing modern, flexible, and creative tax strategies.
  • Balance: Promoting a healthy work-life balance for all employees.
  • Growth: Supporting clients from start-up through expansion and transition.
  • Community: Upholding social responsibility and community engagement.

Why Work for Morling and Company:

We foster a team-oriented culture where collaboration, flexibility, and innovation are at the forefront. We believe in providing our employees with the freedom to work in a way that suits their lifestyle, with minimal in-office time required. This opportunity is perfect for someone eager to grow into a leadership role, with a clear path to partnership. Whether through traditional avenues or creative approaches, we provide more than one way to achieve leadership and ownership within our firm.

Key Responsibilities:

  • Oversee the planning and scheduling of tax engagements.
  • Address complex tax issues and ensure high-quality work products.
  • Provide business advice and develop tax strategies for privately held businesses and their owners.
  • Calculate and analyze proprietary tax strategies.
  • Collaborate with firm partners on business and tax planning strategies.
  • Manage a client portfolio, ensuring their needs are met with precision and care.
  • Mentor and provide feedback to tax staff, fostering their professional development.

Requirements and Qualifications:

  • Bachelor's degree in Accounting, Finance, or a related field (Master's degree in Taxation preferred).
  • CPA or EA designation.
  • Experience in a managerial role.
  • Proficiency in corporate, individual, and/or partnership taxation.
  • Strong organizational skills and the ability to communicate effectively with financially sophisticated clients.

Personal Attributes:

  • Commitment to excellence and clear communication.
  • Team-oriented, capable of contributing to a strong, lean, and performance-driven culture.
  • Ability to work with a diverse range of individuals and skill sets at both detailed and strategic levels.
  • Strong written and oral communication skills, comfortable with public presentations.

Salary & Benefits:

  • Remote/Hybrid options available.
  • Competitive salary range from $100,000 to $160,000 DOE.
  • Comprehensive benefits package, including 401K with company match.
  • Generous PTO and holidays.

Morling and Company is a dynamic and innovative firm that offers a unique opportunity for tax professionals to grow and advance their careers. If you are a motivated and experienced tax professional looking for a new challenge, we encourage you to apply for this exciting opportunity.


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