Lead Tax Manager

1 month ago


Novato, United States Morling & Company Full time
Job DescriptionJob Description

About Us:

Morling and Company, a diversified tax service and consulting firm, is dedicated to maximizing our clients' financial well-being. We focus on delivering measurable service and value while embracing modernity and flexibility in our approach. Our mission is to grow, manage, and create prosperity for our clients by providing creative and effective tax strategies. We believe in a work-life balance, social responsibility, and being a one-stop shop for our clients' financial needs.

 

Our Mission and Core Values:

  • Client-Centric: Delivering exceptional service and measurable value.
  • Innovation: Utilizing 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:

At Morling and Company, we offer a dynamic work environment where your skills and experience are valued. We provide opportunities for professional growth, a supportive team culture, and a commitment to work-life balance. With competitive compensation, comprehensive benefits, and a flexible work environment, Morling and Company is the ideal place to advance your career and make a significant impact on our clients' financial success.

 

Role Overview: 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 expertise will help us deliver exceptional service to our diverse client base.

 

Key Responsibilities:

  • Oversee planning and scheduling of tax engagements.
  • Address complex tax issues and ensure the quality of 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 portfolio
  • Mentor and provide feedback to tax staff, fostering professional development.

Requirements and Qualifications:

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

Personal Attributes:

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

Salary & Benefits:

  • Competitive salary range from $125,000 - $175,000 DOE
  • Comprehensive benefits package including 401K with company match.
  • Hybrid very flexible
  • PTO

Join us at Morling and Company, where you can make a difference in the financial lives of our clients while advancing your career in a supportive and innovative environment. Apply today and be a part of our dynamic team


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