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Tax Manager - Individual / Fiduciary
Tax Manager - Individual / FiduciaryThe Agency Recruiting • San Jose, CA, United States
Tax Manager - Individual / Fiduciary

Tax Manager - Individual / Fiduciary

The Agency Recruiting • San Jose, CA, United States
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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!

Your Role :

  • 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.

Qualifications

  • 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.

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    Tax Manager • San Jose, CA, United States

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