Job Description

JOB DESCRIPTION

We are looking to hire a Tax Manager with solid experience, an upbeat attitude, and a desire to grow and add value to our firm and to our clients.

Our client has over 400 clients spanning multiple industries and includes corporations, LLC’s, Partnerships, trusts, estates, non-profits and hi net-worth individuals. We offer you the resources found in larger firms, with the opportunities and culture of a small-sized local firm. We provide our team members with:

· Best-in-class virtual and in-person training, mentoring, and leadership development programs to support your professional growth at each stage of your career path.

· Comprehensive benefits package including with generous time-off policy for CPA’s.

· Flexible hours and the ability to manage your own schedule including working from home (even pre and post COVID!).

· Creative opportunities to contribute and collaborate in your work and on projects to enhance your skills and to drive our client to be best in class.

· Employee engagement is important to us! We use different platforms to keep you connected with your peers and co-workers, while working remotely, or in our Morgan Hill office.

· The opportunity to participate in a number of civic associations focused on community causes throughout the year.

PRIMARY RESPONSIBILITIES OF THE ROLE

· Prepare corporate, fiduciary (complex, grantor, simple and split-interest), gift, individual, partnership tax returns, including preparation of work-papers and lead sheets.

· Prepare tax projections and related estimated payments with direction from management and owners.

· Research and consult with management on various client-related tax matters.

· Respond to inquiries from the IRS and other tax authorities.

· Develop and edit correspondence, memoranda, and other client deliverables as needed.

YOUR QUALIFICATIONS

· Bachelor's Degree in Accounting, Masters in Taxation a plus.

· Licensed as a CPA.

· 5-year minimum relevant experience as a tax professional.

· Excellent interpersonal, oral and written communication skills.

· Strong accounting and tax skills required.

· Experience using ProSystems and Engagement software is a plus.

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