Tax Manager

Looking to hire a Tax Manager - HYBRID!

  • Walnut Creek, CA
  • $100,000 - $150,000
  • Managed by Jobot Pro: Alicia Blake
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A bit about us:

We are an investment management, financial planning and wealth advisory firm with over $15 billion in client assets under management (as of December 31, 2021). Our job is to help you understand where you are going before deciding how to get you there. Today’s economic landscape is constantly evolving and as a result, there is no formulaic answer for investment management and financial planning. Our mission is to understand your unique situation and develop a customized plan with strategies designed to achieve your specific goals and objectives. Years of client relationships combined with our highly credentialed staff has enabled our firm to develop a fully integrated investment portfolio along with an individualized wealth plan, providing you with the answers and insight to your questions with one simple goal: your peace of mind.

We are looking to hire a Tax Senior to join our team!

Are you interested?

Why join us?

  • 11 Paid Holidays
  • 3 weeks (PTO)
  • Paid Volunteer Time
  • Flexible Work Schedule
  • Highly subsidized Health, Dental, and Vision Plans
  • 401k Retirement Account with company match contributions
  • Free Mental Health services, Life Insurance, Long & Short-Term Disability Insurance
  • Flexible Spending Accounts and Health Savings Accounts
  • Employee Financial Education
  • Employee Educational Expense Reimbursement
  • Employee Charitable Donations
  • Employee Referral Incentives
  • Employee Team Building Activities
  • Employee Assistance Program
  • Complimentary Food and Snacks

Job Details

Essential Functions:

  • Prepare, review and sign-off on federal and state tax returns for individuals and trusts
  • Assure compliance with federal and state tax laws and regulations
  • Conduct research and planning to resolve client issues according to applicable tax laws and regulations
  • Communicate directly with clients involving income tax matters, tax research, and compliance with minimal guidance
  • Respond to notices from tax authorities
  • Assist Director in the training and management of senior and staff accountants.
  • Oversee the assignment of a population of clients with your assigned preparer and work together proactively on the relationship
  • Complete assigned projects in a timely manner and keep supervisors apprised of job status
  • Participate in internal strategy discussions for clients, collaborate with advisor teams and planning departments to address tax services objectives.
  • Manage coordination and integration of tax services, analysis, and department projects.
  • Prepare tax projections and use financial planning tools in wealth planning engagements.
  • Proactively engage in firm wide initiatives developing tax services, building firm relationships, supporting business development and client retention activities.
  • Publicly represent the tax department. Participate in firm marketing initiatives, including client and prospective client seminars, writing articles and blogs, and other activities.
  • Perform additional functions, duties and specific tasks of a similar nature as necessary in order to achieve the firm's business development and client retention objectives.
  • Assist the financial planning department as needed
  • Adhere to all company policies and procedures and perform business functions with focus on consistency, quality, and compliance
  • Other duties as assigned

You should know some of the following:

  • CPA
  • Public Accounting
  • Partnership, Corporate and individual tax
Easy Apply Now
Easy Apply Now
Job Details
Managed by Jobot Pro
Walnut Creek, CA
Job Type
$100,000 - $150,000