Senior Tax Manager

4 weeks ago

Burlingame, United States Pelzner & Associates Full time
Job DescriptionJob Description

About Pelzner & Associates:
Pelzner & Associates is a highly respected, by referral-only CPA firm with over 28 years of experience providing tax preparation and planning services for individuals, corporations, partnerships, trusts, and estates. We pride ourselves on building long-term relationships with our clients and maintaining a collaborative, professional environment for our team. We offer flexible hours and compensation based on experience.

Position Overview:
We are seeking a Senior Tax Manager to lead our tax department and oversee a team of 3 Tax Associates. This role will be responsible for preparing and reviewing tax returns for individuals and businesses, including corporations, S-Corporations, partnerships, and trusts. The Senior Tax Manager will also provide strategic tax planning, guidance, and general accounting support as needed. This position reports directly to the President/CEO.

Key Responsibilities:

  • Leadership and Team Management:
    • Supervise and mentor a team of 3 Tax Associates, providing guidance on tax return preparation and review.
    • Review associates’ draft tax returns for accuracy and completeness. Ensure any necessary corrections or modifications are discussed and implemented before final submission.
    • Approve completed associate tax return packages for final submission to the President/CEO for signature.
    • Foster a collaborative environment and provide ongoing feedback to optimize associate performance.
  • Tax Preparation and Planning:
    • Prepare and review Federal and State income tax returns for individuals, S-Corporations, Limited Liability Companies (LLCs), and other entities.
    • Conduct tax research and provide proactive tax planning advice to clients, helping them navigate complex tax laws and compliance requirements.
    • Advise clients on a full spectrum of tax services, including tax strategies, deductions, allowances, and filing procedures.
    • Analyze prior years’ tax filings for accuracy and make necessary adjustments or recommendations.
  • Client Communication and Support:
    • Serve as a primary point of contact for clients, responding to inquiries and obtaining necessary documentation via phone, email, Zoom, or in person.
    • Work with clients to understand their taxable income, deductible expenses, and any changes in their financial circumstances that may impact tax obligations.
  • Tax Filing and Compliance:
    • File tax returns and other required tax documents, including extensions and quarterly payments, using Lacerte Tax software.
    • Ensure compliance with federal, state, and local tax regulations, staying current on updates to tax laws and procedures.
  • Collaboration:
    • Collaborate with other team members to ensure accurate tax return preparation and adherence to applicable tax laws and procedures.
    • Assist in researching complex tax issues and recommend solutions to ensure clients receive accurate and optimal tax strategies.

Required Qualifications:

  • Bachelor’s degree in accounting, taxation, or a related field.
  • Current CPA license (or equivalent certification) required.
  • A minimum of 15 years of experience in tax preparation, planning, and accounting, including at least 3 years in a supervisory or management role.
  • Expertise in preparing individual tax returns (Form 1040), K-1s, and business returns (LLCs, S-Corporations).
  • Proficiency with tax preparation software (Lacerte preferred) and Microsoft Office Suite.
  • Strong leadership, communication, and organizational skills.
  • Excellent client management skills with the ability to manage multiple priorities simultaneously.
  • Ability to conduct in-depth tax research and solve complex issues.
  • Strong interpersonal skills and the ability to motivate and mentor a team.
  • Highly self-motivated, with a proactive approach to problem-solving.

Benefits:

  • Competitive salary and performance-based bonuses.
  • Comprehensive health insurance benefits.
  • Generous paid time off (PTO).
  • Ongoing professional development and training opportunities.
  • Modern office in Burlingame with free parking.
  • Access to the latest technology and tax software.
  • Direct client interaction and the opportunity to build strong, lasting relationships with an established client base.

We look forward to hearing from qualified candidates who are ready to take on a leadership role and contribute to the continued success of our firm.

Company DescriptionDiverse client base of 800+ returns filed annually, excellent long term potential and growth opportunities.Company DescriptionDiverse client base of 800+ returns filed annually, excellent long term potential and growth opportunities.

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