Senior Tax Manager​/Principal - San Francisco, CA

Job Openings Senior Tax Manager/Principal - San Francisco, CA

About the job Senior Tax Manager/Principal - San Francisco, CA

The Role

The Tax Services Division is looking for a Senior Tax Manager or Principal with a minimum of eight (8) years of experience. This outstanding opportunity places the eligible candidate on a direct path to Partner.

Core Responsibilities

• The overall management, leadership, and supervision of staff (entry-level, senior, and supervisor-level individuals) on various tax engagements.

• Managing the significant responsibility of reviewing complex tax returns prepared by team members while following a structured timeline of due dates and deadlines.

• Proactively building, managing, and communicating effectively with clients to provide superior client service.

• Handle client consultations on planning opportunities and changes in tax law.

• Managing the risk and financial performance of engagements.

• Ensuring the quality and managing the workflow of various work products.

Education and Qualifications

• Bachelor's Degree in Accounting or related course of study.

• CPA license is required.

• Master's Degree in Taxation is highly preferred but not required.

Experience

• A minimum of eight (8) years of tax experience with a public accounting firm performing services for US domestic clients.

• Minimum of five (5) years of experience supervising and training staff.

• Special attention will be given to candidates with experience in Low Income Housing Tax Credits (LIHTC).

Knowledge, Skills, and Abilities

• Exceptional customer service skills and the ability to interact professionally with clients.

• Excellent written and verbal communication and interpersonal skills.

• Strong research and analytical skills and the ability to prepare corresponding memorandums to support conclusions on complex tax issues.

• Develop and guide staff by providing formal and informal performance feedback.

• Serve as a mentor to less experienced staff.

• Ability to successfully manage multiple engagements and time constraints.

• Effective organizational skills.

• Routine in-house CPE, company-paid off-site CPE, and higher education reimbursement.

• Flexibility to set your own work schedules and work remotely to balance your work and personal life.

• Casual in-office attire, which includes jeans any day of the week.

• Onsite gym and employee lounge.

• Open office concept with sit-to-stand workstations.

• Stocked break room, happy hours, and company events throughout the year.

The Client offers highly competitive benefits to meet your needs. They advocate for preventative health and work-life balance and ensure their teams have appropriate support at the office and outside of work.

• Flexible work arrangements, including working remotely, so your well-being always comes first.

• Paid Time Off program.

• Time off for major holidays.

• Company-paid, long-term disability.

• Employee Assistance Program (EAP).

Health

• Medical, dental, and vision insurance (PPO and HMO).

• 100% covered health, dental, and vision insurance premiums for employees.

Future

• 401(k) - 3% of your annual compensation contributed to your self-directed account whether you participate in our plan or not.

• Employer matching profit-sharing plan.

• Annual salary reviews.

• Regular performance reviews that focus on your self-evaluation and goal setting.

• Education and CPA license reimbursement.

• Regular technical training; CPA license hours.

Benefits List

• 401(k)

• 401(k) matching

• Disability insurance

• Health insurance

• Life insurance

• Paid time off

• Vision insurance

• Work from home

This Client will consider qualified applicants, including those with criminal histories, in a manner consistent with San Francisco's Fair Chance Ordinance.

Due to the COVID-19 virus caused by SARS-CoV2, this Client requires all staff to be fully vaccinated as a condition of employment. They will attempt to provide reasonable accommodations for qualified religious and medical reasons as designated under Title VII and the ADA.

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