Tax Manager - Individual​/Fiduciary

Tax Manager - Individual / Fiduciary Responsibilities

As a Tax Manager, you will have the opportunity to lead and develop a team while providing outstanding customer service to our clients. If you have strong technical skills and in a managerial or supervisory roles in tax compliance, quality assurance and tax planning to a diversified, closely held client base, we'd love to talk with you!

• Managing our tax department in tax compliance, planning and quality assurance – we deal primarily with closely held, entrepreneurial companies and their owners.
• Quality assurance on individual, fiduciary, estate, gift and partnership tax returns.
• Helping to develop, build and manage client relationships.
• Assisting with managing, developing, and coaching professional tax staff.
• Managing, in a team environment, the workflow of products through the tax department.

• 5 – 7 years or more of relevant progressive experience in public accounting tax including technical tax compliance, planning & projections and research.
• Bachelor's degree in accounting; MST a plus.
• CPA certification (EA considered).
• Strong computer skills, CCH Axcess, RIA Checkpoint, Quickbooks experience a plus.
• Experience managing multiple client engagements.
• A strong sense of ownership for delivering outstanding client service.
• Excellent supervisory, team building, and time management skills.

This position is in our San Jose office; we are open to a hybrid in office / remote arrangement. Salary – to be discussed depending on experience.