Tax Manager - San Francisco, CA

The Tax Services Division is looking for a Tax Manager with a minimum of seven (7) 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.
• 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 highly preferred but not required.
• Master's Degree in Taxation is highly preferred but not required.

Experience

• A minimum of seven (7) years of tax experience with a public accounting firm performing services for US domestic clients.
• Minimum of three (3) 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.
• 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.
• Excellent written and verbal communication and interpersonal skills

Working Environment

• Frequent performance feedback.
• 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.

Benefits

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.

Well-Being

• 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.
• Pre-tax health care reimbursement program.

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
• Dental Insurance
• Disability insurance
• Flexible schedule
• 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.

For more information regarding your rights as an applicant, please visit https://xctr.net/Job-Seekers/