Job Description

ADVANCEMENT AND OPPORTUNITY AWAIT AT WHEELER ACCOUNTANTS! WHEELER IS SEEKING AN EXPERIENCED TAX MANAGER TO JOIN OUR TEAM OF GROWING PROFESSIONALS DURING THIS EXCITING GROWTH PHASE IN OUR FIRM.

IDEAL CANDIDATES WILL:

• HAVE A PASSION FOR PUBLIC ACCOUNTING
• BE FOCUSED ON CAREER GROWTH AND A FIRM TO CALL HOME
• POSSESS A HIGH DEGREE OF TECHNICAL COMPETENCE AND A STRONG SENSE OF CONFIDENCE IN ONE’S OWN ABILITIES
• 8-10 YEARS TAX EXPERIENCE IN ESTATE & TRUST, INDIVIDUAL  REQUIRED.
• RECOGNIZE THE OPPORTUNITY TO BE PART OF THE GROWTH AND TRANSITION OF A FIRM MOVING TO THE NEXT LEVEL
• KEEP THE “BIG PICTURE” VIEW IN MIND AT ALL TIMES

ABOUT WHEELER:

WE’RE NOT YOUR TYPICAL CPA FIRM. YES, WE PROVIDE AUDIT, TAX, CONSULTING, AND TECHNOLOGY SERVICES TO A WIDE RANGE OF CLIENTS― BUT WE DO IT DIFFERENTLY. WE’VE GOT THE DYNAMIC CULTURE OF A STARTUP, WITH THE STABILITY AND REPUTATION OF COMPANY OF NEARLY FOUR DECADES. WE’RE CREATIVE. WE’RE PROBLEM SOLVERS. WE’RE CALCULATED RISK TAKERS. WE BELIEVE IN HAVING A HEALTHY LIFE-WORK BALANCE, GIVING BACK TO OUR COMMUNITY, AND HAVING FUN. CONSISTENTLY NAMED A “BEST ACCOUNTING FIRMS TO WORK FOR” BY ACCOUNTING TODAY, WE STRIVE TO CREATE A UNIQUE AND REWARDING ENVIRONMENT FOR OUR TEAM.

REQUIREMENTS:

• CPA OR EA LICENSE
• UNDERGRADUATE DEGREE IN ACCOUNTING. MASTERS IN TAXATION IS A PLUS
• MINIMUM 6-8 YEARS’ EXPERIENCE IN A PUBLIC ACCOUNTING FIRM
• DIRECT CLIENT CONTACT, ALONG WITH MANAGING PROJECTS AND DEADLINES
• A PROVEN TRACK RECORD OF HARD WORK AND SUCCESS – WHETHER IN WORK OR OTHER ACTIVITIES
• MENTORING, PLANNING AND TRAINING EXPERIENCE

BENEFITS:

• COMPETITIVE BAY AREA SALARY
• MEDICAL AND FLEX SPENDING BENEFITS
• 401(K) WITH EMPLOYER MATCH
• CASH BALANCE/PROFIT SHARING PLAN ELIGIBILITY
• PTO
• FLEXIBLE WORK SCHEDULE

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