Current jobs related to Taxation Strategy Senior Manager - Walnut Creek, California - Health Talent Pro

  • Tax Senior Manager

    4 weeks ago


    Walnut Creek, California, United States Moss Adams LLP Full time

    About the RoleMoss Adams LLP is seeking a highly skilled Tax Senior Manager to join our team. As a Tax Senior Manager, you will be responsible for leading tax engagements, managing client relationships, and providing technical expertise in tax planning and compliance.Key ResponsibilitiesLead tax engagements, including planning, execution, and delivery of tax...

  • Tax Senior Manager

    2 weeks ago


    Walnut Creek, California, United States Moss Adams LLP Full time

    Tax Senior Manager RoleMoss Adams LLP is seeking a highly skilled Tax Senior Manager to join our Private Client Services team. As a Tax Senior Manager, you will be responsible for delivering quality tax solutions to public and privately owned middle-market companies, not-for-profit organizations, and high net worth individuals.Key Responsibilities:Manage...

  • Tax Senior Manager

    1 month ago


    Walnut Creek, California, United States Moss Adams LLP Full time

    About the RoleMoss Adams LLP is seeking a highly skilled Tax Senior Manager to join our Tax Services team. As a Tax Senior Manager, you will be responsible for leading engagement teams and providing technical expertise in individual, trust, partnership, corporate, federal, state, local, and foreign tax returns, estimated payments, and extensions, as well as...

  • Tax Senior Manager

    1 month ago


    Walnut Creek, California, United States Moss Adams LLP Full time

    About the RoleWe are seeking a highly skilled Tax Senior Manager to join our Private Client Services team. As a key member of our team, you will be responsible for delivering high-quality tax solutions to our clients.Key ResponsibilitiesServe as the primary engagement manager, overseeing economic responsibilities for billing, realization, and...

  • Tax Senior Manager

    1 month ago


    Walnut Creek, California, United States Moss Adams LLP Full time

    About the RoleWe are seeking a highly skilled Tax Senior Manager to join our team at Moss Adams LLP. As a key member of our Tax Services team, you will be responsible for delivering high-quality tax solutions to our clients.Key ResponsibilitiesServe as the primary engagement manager with economic responsibilities for billing, realization, and...

  • Tax Senior Manager

    2 days ago


    Walnut Creek, California, United States Moss Adams LLP Full time

    Job DescriptionJob Title: Senior Tax ManagerJob Summary: We are seeking a highly skilled Senior Tax Manager to join our Tax Services team. As a Senior Tax Manager, you will be responsible for delivering quality tax solutions to public and privately owned middle-market companies, not-for-profit organizations, and high net worth...


  • Walnut Creek, California, United States City National Bank Full time

    About the RoleWe are seeking a highly skilled Risk Strategy and Transformation Senior Analyst to join our team at City National Bank. As a key member of our Risk Management team, you will play a critical role in developing and implementing strategies to mitigate risk and drive business growth.Key ResponsibilitiesSupport the development and implementation of...


  • Walnut Creek, California, United States City National Bank Full time

    About the RoleWe are seeking a highly skilled Risk Strategy and Transformation Senior Analyst to join our team at City National Bank. As a key member of our Risk Management group, you will play a critical role in developing and implementing strategies to mitigate risk and drive business growth.Key ResponsibilitiesSupport the development and implementation of...

  • Tax Manager

    1 month ago


    Walnut Creek, California, United States Moss Adams LLP Full time

    {"h1": "Tax Manager - Partnerships", "p": "At Moss Adams LLP, we empower our clients to thrive in a rapidly changing business landscape. As a Tax Manager - Partnerships, you will play a key role in delivering quality tax solutions to public and privately owned middle-market companies, not-for-profit organizations, and high net worth individuals.Your...

  • Tax Manager

    2 days ago


    Walnut Creek, California, United States Moss Adams LLP Full time

    Job SummaryMoss Adams LLP is seeking a highly skilled Tax Manager - Corporate Tax to join our team. As a Tax Manager, you will be responsible for advising clients on corporate, partnership, individual, and trust and estate tax services. You will also oversee the calculation and analysis of proprietary tax strategies for clients and continue to develop...

  • Tax Manager

    1 month ago


    Walnut Creek, California, United States Moss Adams LLP Full time

    About the RoleWe are seeking a highly skilled Tax Manager to join our team at Moss Adams LLP. As a Tax Manager, you will be responsible for advising clients on corporate, partnership, individual, and trust and estate tax services.Key ResponsibilitiesAdvise clients on tax strategies and ensure compliance with tax laws and regulationsOversee the calculation...

  • Tax Manager

    3 days ago


    Walnut Creek, California, United States Moss Adams LLP Full time

    Tax Manager Role OverviewMoss Adams LLP is seeking a highly skilled Tax Manager to join our Private Client Services team. As a Tax Manager, you will be responsible for advising clients on corporate, partnership, individual, and trust and estate tax services.Key Responsibilities:Advise clients on tax strategies and ensure compliance with tax laws and...

  • Audit Manager

    4 weeks ago


    Walnut Creek, California, United States Jobot Full time

    Senior Audit Manager OpportunityWe are seeking a highly skilled Senior Audit Manager to join our team. As a key member of our audit team, you will be responsible for leading client engagements, managing staff, and collaborating with partners to identify new business opportunities.Key Responsibilities:Lead client engagements, including engagement reviews,...


  • Walnut Creek, California, United States City National Bank Full time

    About the OpportunitySupports Group Risk Management (GRM) in developing, managing, and communicating GRM strategy and budget. Manages GRM's services operating model (e.g. Intra-Group Agreements, function consolidation) to optimize company spend and ensure equitable allocations across organizations. Leads special project initiatives related to strategy or...


  • Walnut Creek, California, United States Atria Senior Living Full time

    Job SummaryWe are seeking a highly skilled and experienced professional to lead our managed care contracting efforts. As a key member of our senior leadership team, you will be responsible for developing and implementing strategies to ensure optimal performance and compliance across our operations.Key ResponsibilitiesLead and develop strategies to ensure...


  • Walnut Creek, California, United States KPMG Full time

    Pricing Strategy Manager RoleWe are seeking a skilled Pricing Strategy Manager to join our Growth and Strategy organization at KPMG. The ideal candidate will have a strong background in pricing strategy, commercial enablement, or related roles, preferably in a professional services, technology, or SaaS firm.Key Responsibilities:Define, build, and oversee...


  • Walnut Creek, California, United States KPMG Full time

    Business Title: Manager, Technology Pricing StrategyRequisition Number:Function: Business Support ServicesArea of Interest:State:CACity: Walnut CreekDescription:At KPMG, we're committed to delivering real results for our clients. Our growth is driven by our culture, which encourages individual development, embraces an inclusive environment, rewards...


  • Walnut Creek, California, United States KPMG Full time

    Job Summary:KPMG is seeking a skilled Pricing Strategy Manager to join our Growth and Strategy organization. As a key member of our team, you will be responsible for defining, building, and overseeing value-based and offer configuration pricing programs critical to managing our overall firmwide efforts to transition away from time & material pricing and...


  • Walnut Creek, California, United States KPMG Full time

    Job Title: Manager, Technology Pricing StrategyKPMG is seeking a seasoned professional to lead our technology pricing strategy efforts. As a key member of our Growth and Strategy organization, you will be responsible for shaping and executing comprehensive SaaS and technology pricing strategies that drive business growth and profitability.Key...


  • Walnut Creek, California, United States KPMG Full time

    Job Summary:KPMG is seeking a Pricing Strategy Manager to join our Growth and Strategy organization. The successful candidate will be responsible for defining, developing, and overseeing alternative fee arrangement programs to transition the firm away from time and material pricing towards value-based strategies.Key Responsibilities: Define and develop...

Taxation Strategy Senior Manager

2 months ago


Walnut Creek, California, United States Health Talent Pro Full time

Key Responsibilities

  • Ensure the timely submission of federal and state tax compliance documents for Real Estate Investment Trusts (REITs), intricate partnership frameworks, corporations, individuals, and trusts.
  • Supervise the punctual execution of quarterly and annual REIT qualification assessments, profit calculations, and disclosures regarding dividend taxability.
  • Regularly engage with clients on diverse tax and real estate matters, including quarterly estimated tax obligations and state tax withholding computations.
  • Cultivate client relationships and address client requirements effectively.
  • Possess a comprehensive understanding of both accounting principles and income tax compliance challenges related to real estate.

Qualifications

  • A minimum of 8 to 10 years of specialized tax experience.
  • Expertise in the taxation of partnerships, limited liability companies, and similar pass-through entities.
  • Familiarity with tax issues pertaining to Real Estate Investment Trusts.
  • A Master’s degree in Taxation is highly desirable.
  • Certified Public Accountant (CPA) license is required.
  • Experience with a Big 4 or other prominent accounting firms is preferred.
  • Background in the private sector is advantageous.
  • Proficiency in GoSystems tax preparation software and advanced Excel capabilities is preferred.
  • Exceptional analytical abilities and sound judgment.
  • Strong collaborative skills with a focus on the ongoing growth and development of team members.
  • Ability to mentor and guide junior staff effectively.
  • Proven skills in managing engagements successfully.

Ideal Candidate Profile
Experience in the real estate sector is essential.

We welcome applications for roles such as Senior Tax Manager, Tax Director, Executive Director of Tax, Tax Principal, or Tax Partner.

Strong business development skills are crucial.

It is a significant advantage if the candidate brings an established client portfolio.