Tax Manager - Walnut Creek, CA

The Role

The ideal candidate is a team player who manages the tax team to greater performance, creates and implements tax plans, and works with the accounting and leadership teams to identify opportunities for process improvement and potential risk areas.

The Tax Manager will ensure compliance with state, federal, and international tax law through a series of systems and system controls designed to ensure accurate, timely reporting. They will monitor current and impending changes to tax regulation and make the appropriate updates to policies and strategies. The ideal candidate is single-minded in their pursuit of ensuring compliance and achieves this goal through optimizing reporting procedures and driving the successful function of the tax team.

Core Responsibilities

• Assume full responsibility for planning, supervising, and completing projects.
• Work closely with engagement partners and staff to meet client expectations.
• Develop an understanding of the client's business and industry and routinely seek information from the client regarding their needs and concerns.
• Develop new client contacts and relationships beneficial to the firm.

Education and Qualifications

• A Bachelor's Degree in Accounting.
• A Master's Degree in Accounting or Tax is preferred.
• Minimum of 6-10 years of recent public accounting experience.
• CPA preferred and/or J.D./LLM in Taxation.
• Must successfully pass a background check.
• Must be currently authorized to work in the United States full-time.

Essential Functions

• Manage day-to-day client relationships and maintain positive client satisfaction.
• Seek opportunities to be creative and innovative in serving clients.
• Ability to build & cultivate strong personal relationships with peers in the firm and the business community.
• Manage the assignment budgets and profitability in the area of responsibility.
• Participate in civic, business, community, and philanthropic activities.
• Understand the Client's full services and industry capabilities.
• Role model and mentor to new and existing staff.
• Participate in recruitment, business planning, and retention initiatives.

Experience

• Excellent business skills and appropriate industry knowledge.
• Keep current on applicable professional standards.
• Strong skills and experience with Word, Outlook, Excel, QuickBooks.
• Familiarity with UltraTax, SAP, RIA Checkpoint, and BNA.

Knowledge, Skills, and Abilities

• Excellent verbal and written communication skills.
• Strong project management, organization, and analytical skills.
• Team management skills, including the ability to lead, direct, and coach.
• Business Development acumen.
• Balance and effectively deliver on multiple projects and job responsibilities under restrictive time constraints.

Working Conditions

• Be able to travel and commute to client sites
• Be able to work overtime and weekend hours during peak busy periods to meet deadlines and partner and client expectations.

Health

• Generous healthcare benefits.
• Several options are available to cultivate a comprehensive health coverage plan that fits your needs.

Happiness

• Meaningful assignments with direct client contact.
• Exposure to ultra-high-net-worth clientele.
• Complex and interesting work.

Beyond

• Sophisticated training courses.
• Ongoing professional development programs.
• Rewarding mentor relationships.

Benefits

• HMO.
• PPO.
• HSA.
• Dental.
• Vision.
• Long- and short-term disability.
• Life Insurance.
• Retirement plan.
• Maternity and Paternity Leave.
• Flexible Spending Account.
• Adoption Assistance.