Tax Manager

Salary Range: 160000 to 227000 (Currency: USD) (Pay period: per-year-salary)

We Have:

• A unique people-centered culture that attracts the brightest and most forward-thinking accounting professionals.
• The resources, expertise, and global capability of a Big Four accounting firm together with the responsiveness and accessibility of a local firm.
• A regional presence in the Bay Area, while still serving our clients nationally and internationally.
• Recognition as one of the Bay Area’s “Best Place to Work” and “No. 1 Best Large Accounting Firm to Work For” by Accounting Today.

You Have:

• Licensed CPA and / or attorney
• 15+ years’ experience in public accounting or law firm practicing tax and estate planning and compliance.
• BS/BA degree in Accounting, JD, or LLM (Master in Tax preferred).
• An understanding of the concepts of Estate, Trust and Gift planning.
• Experience assisting clients with Trust Administration.
• Strong analytical ability, research and problem-solving skills.
• Excellent communication and presentation skills.
• Able to manage multiple complex projects and deliver in a timely manner.
• Ability to create and manage relationships with outside professionals, especially estate attorneys.
• Ability to delegate work and manage/train staff.
• Strong proficiency in Microsoft Office Tools and tax programs (ProSystems Tax or CCH Axcess preferred).

You Will:

• Provide tax compliance and consulting services to our Estate, Gift, and Trust clients.
• Develop and deliver innovative planning ideas that meet or exceed client expectations.
• Oversee complex tax research projects for a variety of Estate, Trust, and Gift issues.
• Work with clients to minimize their tax obligations and best pass assets according to client's wishes.
• Supervise tax staff and manage the delivery of tax consulting and compliance services to the client.
• Establish relationships with estate attorneys and other advisors serving our clients.
• Build and manage client relationships with existing client base.
• Build a network of business contacts and establish market relationships to generate new business.
• Participate in, and contribute to, market and business activities that are external to the firm while providing direction to, and maintaining, managerial responsibility for a team.
• Manage financial performance of practice, including billing, collections, and department budget.
• Act as a coach and mentor to other risk assurance professionals.