Jobs
>
San Jose

    Tax Director or Senior Tax Manager - San Jose, United States - Wealth Recruitment, LLC

    Wealth Recruitment, LLC
    Wealth Recruitment, LLC San Jose, United States

    6 days ago

    Default job background
    Description

    Job Description

    Job Description

    Well established and highly profitable regional CPA firm has developed a reputation for excellence and expertise in the accounting and management consulting industry. Providing the services of a large firm with a blended environment of practices, services and industry specializations, we continue to demonstrate renowned industry leadership year-over-year. The firm takes pride in client service and professional and personal advancement, as demonstrated by our culture of learning and growth through targeted development and leadership programs together with a continual focus on client service and technological evolvement.

    Essential Functions:

    1. Performs technical tax review and approval of all tax returns and governmental tax examinations of any complexity.
    2. Serves as a subject matter expert in discipline or industry.
    3. Demonstrates excellence in most advanced technical skills.
    4. Performs all task related to client service and sees that assignments are accomplished within budgeted time.
    5. Assumes full responsibility for larger tax returns and delegates to the various tax preparers as deemed necessary.
    6. Delegates and manages tax research projects to achieve an accurate and efficient product.
    7. Participates actively in client meetings and tax planning efforts to assist the A&A Department with larger clients.
    8. Acts as a resource for tax preparers/specialists and A&A staff on specific tax issues and/or questions.
    9. Assumes tax preparation responsibility for the more complex business returns.
    10. Assumes client service responsibility for clients the Tax Senior Manager works directly with or clients where the responsibility is delegated from the Partner.
    11. Communicates to the appropriate firm personnel important tax and tax developments affecting the firms' clients.
    12. Delegates and manages governmental tax examinations; may represent the client before the appropriate taxing authorities.
    13. Maintains familiarity with qualifications of all tax staff members; reviews staff assignments for appropriateness.
    14. Supervises tax staff and provides on-the-job training.
    15. Works to develop responsible, trained staff by assisting in recruiting, performance evaluations, development training aids, and acting as an instructor in professional development programs.
    16. Assumes responsibility for smooth flow of tax returns through the tax preparation system to assure accurate, complete and timely preparation and delivery of all clients' tax returns.
    17. Accurate and timely billing and collection processes are made.
    18. Possesses a complete knowledge of the firms' philosophy and its opinions on tax matters.
    19. Maintains knowledge of general economic and political trends of possible tax or other legislation that could affect the business climate.

    Nonessential Functions:

    1. Prepares other reports and projects as requested from time to time by the partners.
    2. Researches and evaluates tax preparation and tax research software for recommendation to partners.
    3. Participates in firm practice development efforts through involvement with referral sources, community and industry activities.
    4. Promotes the most efficient operations of the Firm and supports compliance guidelines in managing others.
    5. Performs such other duties as may be assigned.

    Supervisory Responsibilities:

    1. Responsible for the development, coaching and training of senior, semi-seniors and staff accountants.
    2. Must be familiar with the qualifications of all Tax staff members for the development and instruction of their training needs.
    3. Participates in reviews and evaluations of the tax department.

    Requirements

    Knowledge, Skills and Abilities:

    1. Demonstrated knowledge of current tax laws. Prefer experience with both SEC and privately held clients from numerous industries, including complex tax provision experience.
    2. Proficiency in use of computer tax preparation, tax research, and tax planning software programs.
    3. Ability to organize work and projects, prioritize and meet deadlines. Ability to complete work in an efficient and accurate manner.
    4. Ability to reason and effectively multi-task.

    Minimum Qualifications:

    1. Minimum of seven to ten years' experience in public accounting, demonstrating a proven progression in tax complexity, scope, and research.
    2. At least two (2) years experience representing clients before taxing authorities.
    3. Minimum one (1) year experience supervising and directing work of tax preparers.
    4. Bachelor's degree in accounting required, Master's degree in taxation preferred.
    5. Minimum of forty hours of continuing education is required each year to maintain and develop technical and business skills.
    6. A current and valid certified public accountant's license is required.
    7. Must be a member in good standing with the American Institute of CPAs
  • Forvis

    Tax Manager

    2 weeks ago

    Forvis San Jose, United States

    & Requirements · As a Tax Manager, you will have the opportunity to lead and develop a team while providing ultra-responsive customer service to our clients. If you have experience with managing tax advisory services, tax compliance, and tax provision to a diversified client bas ...

  • eBay Inc.

    Tax Manager

    1 week ago

    eBay Inc. San Jose, United States

    At eBay, we're more than a global ecommerce leader - we're changing the way the world shops and sells. Our platform empowers millions of buyers and sellers in more than 190 markets around the world. We're committed to pushing boundaries and leaving our mark as we reinvent the fut ...

  • Forvis

    Tax Manager

    6 days ago

    Forvis San Jose, United States

    & Requirements · As a Tax Manager, you will have the opportunity to lead and develop a team while providing ultra-responsive customer service to our clients. If you have experience with managing tax advisory services, tax compliance, and tax provision to a diversified client bas ...

  • Jobot

    Tax Manager

    16 hours ago

    Jobot San Jose, United States

    Want to learn more about this role and Jobot? Click our Jobot logo and follow our LinkedIn page · Job details · Looking to hire a Tax Manager - REMOTE · This Jobot Job is hosted by Tiffany Cobian · Are you a fit? Easy Apply now by clicking the "Easy Apply" button and sending ...

  • FORVIS, LLP

    Tax Manager

    3 days ago

    FORVIS, LLP San Jose, United States

    Tax Manager · Location: San Jose, CA, USA · Apply · Company Profile · At FORVIS, your career is designed with a purpose. We want our team members to thrive professionally and feel the impact their work yields when serving clients, industries, and local communities. This start ...

  • FORVIS, LLP

    Tax Manager

    1 day ago

    FORVIS, LLP San Jose, United States

    Tax Manager · Location: San Jose, CA, USA · Apply · Company Profile: · At FORVIS, your career is designed with a purpose. We want our team members to thrive professionally and feel the impact their work yields when serving clients, industries, and local communities. This star ...

  • ITech Consulting Partners

    Tax Manager

    1 week ago

    ITech Consulting Partners San Jose, United States

    The Manager is responsible for the efficient, accurate, complete, and timely preparation of all clients' tax returns. The Manager makes decisions on all but the most unusual tax situations. · Responsibilities · Performs technical tax review and approval of all tax returns and go ...

  • Jobot

    Tax Manager

    1 week ago

    Jobot San Jose, CA, United States

    Great Opportunity to join an incredible firm, Fully Remote + Great Work Life Balance Our practice is built on the foundation that our people mean more to us than anything else We want you to be focused on providing fantastic service to our local community and the clients you work ...

  • Wheeler Accountants LLP

    Tax Manager

    2 weeks ago

    Wheeler Accountants LLP San Jose, United States

    Tax Manager Position Available at Wheeler Accountants LLP · Advancement and opportunity await at Wheeler Accountants Wheeler offers a fast-paced and exciting work environment with excellent opportunities for both personal and career growth. Wheeler is seeking a Tax Manager to jo ...

  • Wheeler Accountancy LLP

    Tax Manager

    1 week ago

    Wheeler Accountancy LLP San Jose, United States

    Tax Manager - CPA or EA, public accounting firm experience required · Tax Manager Position Available at Wheeler Accountants LLP · Advancement and opportunity await at Wheeler Accountants Wheeler offers a fast-paced and exciting work environment with excellent opportunities for b ...

  • Wheeler Accountants LLP

    Tax Manager

    1 week ago

    Wheeler Accountants LLP San Jose, United States

    Tax Manager Position Available at Wheeler Accountants LLP · Advancement and opportunity await at Wheeler Accountants Wheeler offers a fast-paced and exciting work environment with excellent opportunities for both personal and career growth. Wheeler is seeking a Tax Manager to jo ...

  • Food Management Search

    Tax Manager

    1 week ago

    Food Management Search San Jose, United States

    The Manager is responsible for the efficient, accurate, complete, and timely preparation of all clients tax returns. The Manager makes decisions on all but the most unusual tax situations. · Responsibilities · Performs technical tax review and approval of all tax returns and gov ...

  • Zscaler

    Tax Manager

    4 days ago

    Zscaler San Jose, United States

    About Zscaler · Zscaler (NASDAQ: ZS) accelerates digital transformation so that customers can be more agile, efficient, resilient, and secure. The Zscaler Zero Trust Exchange is the company's cloud-native platform that protects thousands of customers from cyberattacks and data l ...

  • Regal Executive Search

    Tax Manager

    5 days ago

    Regal Executive Search San Jose, United States Direct Hire

    · Tax Manager · TAX – PRIVATE CLIENT SERVICES (PCS) · We are a forward-thinking, full-service accounting firm providing modern solutions to businesses across the globe. We focus on comprehensive assurance, tax, and consulting services for our clients, and we provide our people a ...

  • tapwage

    Tax Manager

    3 weeks ago

    tapwage San Jose, United States Full time

    Tax Manager ( · Job Number: · 26474) · Employee Status · : Regular Schedule: Full Time · Primary Location · : Silicon Valley, CA · Other Locations · : Remote · Description · At Moss Adams, we champion authenticity. For us, that means fostering a culture of talented people who car ...

  • Wealth Recruitment, LLC

    Tax Director or Senior Tax Manager

    2 weeks ago

    Wealth Recruitment, LLC San Jose, United States

    Well established and highly profitable regional CPA firm has developed a reputation for excellence and expertise in the accounting and management consulting industry. Providing the services of a large firm with a blended environment of practices, services and industry specializat ...

  • Wealth Recruitment, LLC

    Tax Director or Senior Tax Manager

    2 days ago

    Wealth Recruitment, LLC San Jose, United States

    Job Description · Job Description · Well established and highly profitable regional CPA firm has developed a reputation for excellence and expertise in the accounting and management consulting industry. Providing the services of a large firm with a blended environment of practi ...

  • Picarro

    Manager, Tax

    4 days ago

    Picarro Santa Clara, United States

    Title: · Manager, Tax and Treasury · Location: · Santa Clara, CA · Term : Full-Time · Opportunity: · We are seeking an experienced hands-on Tax and Treasury Manager to join our finance team. The role will be responsible for managing and overseeing all aspects of the company' ...

  • Picarro

    Manager, Tax

    4 days ago

    Picarro Santa Clara, United States

    Title: Manager, Tax and Treasury · Location: Santa Clara, CA · Term: Full-Time · Opportunity: We are seeking an experienced hands-on Tax and Treasury Manager to join our finance team. The role will be responsible for managing and overseeing all aspects of the company's tax and t ...

  • Palo Alto Networks

    Tax Manager/ International Tax Manager

    3 weeks ago

    Palo Alto Networks Santa Clara, CA, United States

    At Palo Alto Networks everything starts and ends with our mission: · Being the cybersecurity partner of choice, protecting our digital way of life. · We are a company built on the foundation of challenging and disrupting the way things are done, and we're looking for innovators ...