Tax Manager - Judge Group

Location: Pleasanton, CA
Salary: $130,000.00 USD Annually - $200,000.00 USD Annually
Description:

Tax Manager 

Our client is a fast-growing accounting firm.  They are dedicated to providing superior tax preparation, accounting, and advisory services to a diverse range of clients by embracing technology. 

Job Summary:

As a Tax Manager, you will play a critical role in our team by managing and executing tax preparation and advisory services for our clients. Your responsibilities will include preparing and reviewing individual, partnership, and corporate tax returns, identifying tax-saving opportunities, and ensuring compliance with state and federal tax laws. Leveraging your expertise in tax accounting, you will advise clients on tax planning and strategies to minimize liabilities and maximize compliance. Our collaborative team environment offers a unique opportunity to grow your tax technical, technology, and management skills in a fast-growing practice.

Key Responsibilities:

• Prepare and review federal and state income tax returns for individuals, partnerships, corporations, and non-profit organizations.
• Work closely with clients to address tax matters and provide exceptional customer service.
• Analyze and summarize financial records, income statements, and other documentation for various taxation purposes.
• Provide proactive tax planning and consulting services to minimize tax liabilities and ensure tax compliance.
• Assist in establishing, implementing, and maintaining processes and software as our practice rapidly evolves.
• Supervise, train, and mentor colleagues within the tax team.

Required Qualifications:

• Bachelor’s degree in Accounting, Finance, or a related field.
• 7+ years of experience in tax preparation and accounting.
• Proficiency in preparing and reviewing Series 1040 filings.
• Experience with preparing Series 1065, 1120-S, 1120, 990, and other tax filings.
• Excellent analytical, organizational, and problem-solving skills.
• Exceptional communication skills, both written and verbal.
• Ability to manage multiple projects and meet tight deadlines.
• Familiarity with general tax preparation software.

Preferred Qualifications:

• Experience reviewing Series 1065, 1120-S, 1120, and other tax filings.
• Familiarity with CCH Axcess and/or Ultra Tax (Netsuite CS).
• EA (Enrolled Agent) or CPA (Certified Public Accountant) designation.

Contact: mmcknight@judge.com