Tax Senior or Supervisor - 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.
• Committed to best practices of the firm and consistent demonstration of ethical behavior.

Education and Qualifications

• Bachelor's degree in Accounting, Business Administration, or Economics.
• 3-5 years of public accounting experience in a professional services firm.
• Licensed CPA preferred.
• Must successfully pass a background check.
• Must be currently authorized to work in the United States full-time.

Essential Functions

• Balance and effectively deliver on multiple projects and job responsibilities under restrictive time constraints.
• Act as a role model and mentor to new and existing staff by creating a positive work environment that fosters open communication among all project team members.
• Manage day-to-day client relationships and maintain positive client satisfaction.
• Participate in recruitment and other business planning and development initiatives.

Experience

• Experience working with closely held companies, investment/private equity, professional services, distribution companies, and/or non-profit organizations is a plus.
• Excellent business skills and appropriate industry knowledge
• Keep current on applicable professional standards.
• Strong skills and experience with Word, Outlook, Excel, and QuickBooks.
• Familiarity with UltraTax, SAP, RIA Checkpoint, and BNA is a plus.

Knowledge, Skills, and Abilities

• Strong technical knowledge with a thorough understanding of generally accepted accounting standards, procedures, and techniques.
• Proficient with technology related to accounting and research software.
• Able to manage and prioritize to meet expectations in a deadline-driven, fast-paced environment.
• Possess effective supervisory and delegation skills.
• Strong project management, organization, and analytical skills.
• Extremely detail-oriented.
• Flexible in a variety of situations and a team player.
• Excellent verbal and written communication skills...

Working Conditions

• 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.