Tax Manager - Individual / Fiduciary

Company: The Agency Recruiting
Location: San Jose
Posted on: November 13, 2024

Job Description:

Tax Manager - Individual / FiduciaryResponsibilitiesAs a Tax Manager, you will have the opportunity to lead and develop a team while providing outstanding customer service to our clients. If you have strong technical skills and experience in managerial or supervisory roles in tax compliance, quality assurance, and tax planning for a diversified, closely held client base, we'd love to talk with you!Your Role:

• Managing our tax department in tax compliance, planning, and quality assurance, primarily dealing with closely held, entrepreneurial companies and their owners.
• Quality assurance on individual, fiduciary, estate, gift, and partnership tax returns.
• Helping to develop, build, and manage client relationships.
• Assisting with managing, developing, and coaching professional tax staff.
• Managing the workflow of products through the tax department in a team environment.Qualifications
  • 5 - 7 years or more of relevant progressive experience in public accounting tax, including technical tax compliance, planning & projections, and research.
  • Bachelor's degree in accounting; MST is a plus.
  • CPA certification (EA considered).
  • Strong computer skills, with experience in CCH Axcess, RIA Checkpoint, and QuickBooks being a plus.
  • Experience managing multiple client engagements.
  • A strong sense of ownership for delivering outstanding client service.
  • Excellent supervisory, team building, and time management skills.This position is in our San Jose office; we are open to a hybrid in-office/remote arrangement. Salary - To be discussed depending on experience.
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Keywords: The Agency Recruiting, Tracy , Tax Manager - Individual / Fiduciary, Accounting, Auditing , San Jose, California