Tax Manager/Senior Tax Manager - San Francisco, United States - Propel Recruitment LLC

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    Description


    Our client, a boutique public accounting firm based in San Francisco, is seeking a highly experienced Tax Manager/Senior Manager to join our growing team.

    This individual will play a key role in overseeing and managing all aspects of tax compliance for their clients, with a primary focus on individual tax compliance and related entities including trusts (1041), gift taxes (709), estates, private foundations (990-PF), partnerships (1065), and S-Corporations (1120S).The ideal candidate will have at least 8 years of experience in tax, specifically within a public accounting firm environment, and hold an active CPA license.

    This is an exciting opportunity for someone who thrives in a collaborative and client-centric environment, where they can contribute to the firm's success while furthering their own professional growth and development.


    Why is this firm attractive :

    If you enjoy Tax and are at a point in your current firm where business development is becoming essentially a requirement, this firm offers the opportunity to stick with what you enjoy doing....Tax.

    They have business development covered thus no required matrices to hit in that area.

    Firm size offers the opportunity to have a voice at the table with a strong partnership who values their team members and an opportunity to mentor a team yourself.

    Balance
    • We all know in client services the client's urgency becomes your this firm is very flexible, offers a hybrid in office schedule, and has strong tenure and hires timely with growth so that everyone can find balance outside of the firm.

    Growth Opportunity
    • Lots of opportunity to grow professionally and in responsibilityResponsibilities :Lead and manage a portfolio of ultra high net worth individuals, closely held businesses, and other entities, overseeing all aspects of tax compliance and planning.

    Prepare and review complex individual tax returns (Form 1040), trusts (Form 1041), gift taxes (Form 709), private foundations (Form 990-PF), partnerships (Form 1065), and S-Corporations (1120S), ensuring accuracy and compliance with applicable tax laws and regulations.

    Prepare and review various foreign reporting requirements including forms 926, 8865, 8858, 8938, 8621, FBAR 114, and etc. Experience with controlled foreign corporation, controlled foreign partnership, foreign disregarded entities, PFIC rules.
    Provide proactive tax planning and advisory services to clients, identifying opportunities for tax optimization and risk mitigation.

    Stay current with changing tax laws and regulations, advising clients on the potential impact of legislative changes on their tax strategies and compliance obligations.

    Collaborate with internal teams and external stakeholders, including attorneys, financial advisors, and other professionals, to deliver comprehensive tax solutions that meet clients' needs.

    Mentor and supervise junior staff members, providing guidance, training, and feedback to support their professional development and growth.

    Collaborate with firm partners on all management decisions, including revenue management, billing and collections, business development, business management, talent management.


    Qualifications :
    Bachelor's degree in Accounting, Finance, or related fieldActive CPA license required.

    Minimum of 8 years of experience in tax, with a focus on individual tax compliance and related entities, gained within a public accounting firm environment.

    Strong technical expertise in tax law and regulations, with a demonstrated ability to analyze complex tax issues and develop innovative solutions.

    Excellent communication and interpersonal skills, with the ability to build and maintain strong client relationships.
    Proven leadership and team management abilities, with a track record of effectively mentoring and developing staff.
    Ability to thrive in a fast-paced, dynamic environment, managing multiple priorities and deadlines with accuracy and attention to detail.
    Entrepreneurial mindset with a passion for delivering exceptional client service and driving business growth.#J-18808-Ljbffr