Tax Manager
6 days ago
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.
-
Tax Manager Lead
4 weeks ago
Novato, California, United States Morling & Company Full time{"h1": "Tax Manager Job Description", "p": "At Morling and Company, we are seeking a highly skilled Tax Manager to join our team. As a Tax Manager, you will play a critical role in growing our tax business and mentoring our tax staff. You will be responsible for overseeing tax engagements, developing tax strategies, and ensuring client satisfaction. Your...
-
Tax Office Manager
2 weeks ago
Novato, California, United States H&R Block Full timeJob Summary:As a Multi-Unit Team Leader at H&R Block, you will provide leadership over three tax offices, utilizing your people management experience and passion for helping others to accelerate seasonal tax business.Key Responsibilities:Manage office staffing, operations, and logistics for multiple offices with support from Associate Team LeadersPartner...
-
Tax Office Manager
2 weeks ago
Novato, California, United States H&R Block Full timeMulti-Unit Team LeaderAt H&R Block, we're seeking a talented Multi-Unit Team Leader to join our team. As a leader, you'll be responsible for managing three H&R Block tax offices, providing guidance and support to our customer-centric teams, and driving growth and success in our seasonal tax business.Key Responsibilities:Manage office staffing, operations,...
-
Tax Office Manager
2 weeks ago
Novato, California, United States H&R Block Full timeAbout the RoleWe are seeking a highly motivated and experienced Multi-Unit Team Leader to join our team at H&R Block. As a Multi-Unit Team Leader, you will be responsible for leading a team of associates in multiple tax offices, providing guidance and support to ensure exceptional client experiences and achieving business growth objectives.Key...
-
Tax Office Manager
7 days ago
Novato, California, United States H&R Block Full timeJob Title: Tax Office ManagerAbout the Role:We are seeking a highly skilled Tax Office Manager to lead our team of tax professionals. As a Tax Office Manager, you will be responsible for managing the day-to-day operations of our tax offices, including staffing, operations, and logistics. You will also partner with our District General Manager to create and...
-
Tax Advisor
2 weeks ago
Novato, California, United States H&R Block Full timeJob Title: Tax AdvisorAt H&R Block, we are seeking a highly skilled Tax Advisor to join our team. As a Tax Advisor, you will be responsible for analyzing financial information, preparing financial reports, and providing advice on financial and tax matters.Key Responsibilities:Analyze financial information and prepare financial reportsProvide advice on...
-
Tax Associate
1 month ago
Novato, California, United States Jobot Full timeTax Associate Job DescriptionThis Tax Associate role offers the opportunity to work with a diverse portfolio of clients across various industries, providing comprehensive tax advisory services.As a Tax Associate, you will be instrumental in managing and implementing tax strategies and policies, ensuring compliance with tax laws and regulations while...
-
Tax Advisor
2 weeks ago
Novato, California, United States H&R Block Full timeAbout the RoleWe are seeking a highly skilled Tax Advisor to join our team at Block Advisors. As a Tax Advisor, you will be responsible for providing expert tax advice and guidance to our clients, helping them navigate complex tax laws and regulations.Key ResponsibilitiesBuild and maintain strong relationships with clients, understanding their unique tax...
-
Tax Consultant, Financial Analysis
7 days ago
Novato, California, United States H&R Block Full timeJob SummaryWe are seeking a highly skilled Tax Consultant, Financial Analysis to join our team at H&R Block. As a key member of our accounting team, you will be responsible for analyzing financial information, preparing financial reports, and providing advice on financial and tax matters.Key ResponsibilitiesAnalyze financial information and prepare financial...
-
Tax Advisor for Small Business
2 weeks ago
Novato, California, United States H&R Block Full timeJob Title: Associate Client Advisor - Small Business & TaxAbout the Role:We are seeking a highly skilled and experienced Associate Client Advisor to join our team. As a key member of our small business and tax team, you will be responsible for providing expert advice and guidance to clients on financial and tax matters.Key Responsibilities:Prepare and submit...
-
Tax Advisor for Small Businesses
2 weeks ago
Novato, California, United States H&R Block Full timeJob Title: Associate Client Advisor - Small Business & TaxAbout the Role:We are seeking a highly skilled and experienced Associate Client Advisor to join our team at H&R Block. As a key member of our team, you will be responsible for providing expert tax and accounting services to small business owners and corporate entities.Key Responsibilities:Prepare and...
-
Novato, California, United States H&R Block Full timeAbout the RoleWe are seeking a highly skilled Associate Client Advisor-Small Business Tax Specialist to join our team at H&R Block. As a key member of our team, you will be responsible for providing expert tax advice and guidance to small business owners and entrepreneurs.Key ResponsibilitiesPrepare and submit tax returns and statements for small businesses...
-
Nurse Case Manager
4 weeks ago
Novato, California, United States TotalMed Case Management Staffing Full timeTravel Nurse RN Case Management Job in Novato, CaliforniaTotalMed Case Management Staffing is seeking a skilled travel nurse RN Case Management to join their team in Novato, California.Job Details:~ Shift: 9 hours, days~ Employment Type: TravelOur pay package is based on 9 hour shifts and 42 hours per week, with a tax-free stipend amount to be...
-
Nurse Case Manager
4 weeks ago
Novato, California, United States TotalMed Case Management Staffing Full timeTravel Nurse RN Case Management Job in Novato, CaliforniaTotalMed Case Management Staffing is seeking a skilled travel nurse RN Case Management to join their team in Novato, California.Job Details:~ Shift: 9 hours, days~ Employment Type: TravelOur pay package is based on 9 hour shifts and 42 hours per week, with a tax-free stipend amount to be...
-
Travel Nurse Case Manager
2 months ago
Novato, California, United States TotalMed Case Management Staffing Full timeJob DetailsTotalMed Case Management Staffing is seeking a travel nurse RN Case Management professional for a challenging assignment in Novato, California.Job RequirementsSpecialty: Case ManagementDiscipline: RNDuration: 13 weeks40 hours per weekShift: 8 hours, daysEmployment Type: TravelWe are looking for a skilled Case Manager-Registered Nurse to join our...
-
Travel Nurse RN Case Manager
4 weeks ago
Novato, California, United States HealthEcareers - Client Full timeJob Title: Travel Nurse RN Case ManagerStability Healthcare is seeking a skilled Travel Nurse RN Case Manager to join our team in Novato, California.Job DetailsSpecialty: Case ManagementDiscipline: RNDuration: 13 weeks40 hours per weekShift: 8 hours, daysEmployment Type: Travel*$600 travel bonus *Day 1 health insurance with United Healthcare *PTO plan --...
-
Travel Nurse RN Case Manager
4 weeks ago
Novato, California, United States TotalMed Case Management Staffing Full timeJob Title: Travel Nurse RN Case ManagerTotalMed Case Management Staffing is seeking a skilled travel nurse RN case manager to join our team.Job Description & RequirementsSpecialty: Case ManagementDiscipline: RNDuration: 13 weeks42.5 hours per weekShift: 9 hours, daysEmployment Type: TravelWe are looking for a dedicated case manager-registered nurse to work...
-
Travel Nurse RN Case Manager
4 weeks ago
Novato, California, United States The Judge Group Full timeJob Title: RN Case Management Travel NurseWe are seeking a skilled RN Case Management Travel Nurse to join our team. As a travel nurse, you will have the opportunity to work with various patients and provide high-quality care in a dynamic environment.Job Summary:The RN Case Management Travel Nurse will be responsible for coordinating long-term care for...
-
Travel Nurse RN Case Manager
4 weeks ago
Novato, California, United States TotalMed Case Management Staffing Full timeJob Title: Travel Nurse RN Case ManagerTotalMed Case Management Staffing is seeking a skilled Travel Nurse RN Case Manager to join our team.Job Description & RequirementsSpecialty: Case ManagementDiscipline: RN42.5 hours per weekShift: 9 hours, daysEmployment Type: TravelWe are looking for a dedicated Case Manager-Registered Nurse to work with our team in...
-
Director for Grants Management Position
1 month ago
Novato, California, United States TempWorks Software Incorporated Full timeJob SummaryWe are seeking a highly skilled and experienced Director for Grants Management to join our team. As a key member of our organization, you will be responsible for overseeing the grants management function, managing the grants management team, and ensuring compliance with internal policies, laws, and tax rules throughout the grantmaking process.Key...