Senior Tax Manager - Judge Group

Location: Pleasanton, CA
Salary: $100,000.00 USD Annually - $160,000.00 USD Annually
Description:

Senior Tax Manager

As a Senior Tax Manager, you will ensure the delivery of top-notch tax services to clients. You will collaborate closely with a team of tax professionals and client advocates to manage client relationships, deliver complex tax planning and compliance, and drive the growth of the tax practice. The ideal candidate is a CPA with over 10 years of tax experience, a proven track record of working with large teams, and strong technical expertise in tax law and compliance.

Key Responsibilities

Leadership & Team Management:

• Lead and mentor tax professionals, providing guidance and support to ensure high performance and professional development.
• Conduct regular performance evaluations, offer feedback, and support team members’ growth through training and development programs.

Client Relationship Management:

• Act as the primary contact for key clients on complex issues, managing high-level tax planning, compliance, and consulting engagements.
• Build and maintain strong client relationships by providing strategic tax advice, identifying tax-saving opportunities, and addressing client concerns.
• Ensure client satisfaction by delivering timely, accurate, and proactive tax solutions tailored to each client’s needs.

Tax Compliance & Planning:

• Oversee the preparation and review of complex tax returns for corporations, partnerships, individuals, trusts, and estates, ensuring compliance with federal, state, and local tax laws.
• Provide advanced tax planning strategies to minimize tax liabilities and optimize tax positions for clients.
• Stay updated on changes in tax legislation and regulations, advising clients on the impact of new laws or opportunities for tax savings.

Technical Expertise & Advisory:

• Offer technical expertise on complex tax issues, including mergers and acquisitions, international tax, state and local tax, tax credits and incentives, and other specialized areas.
• Research complex tax matters and deliver insightful, well-supported recommendations to clients and internal teams.
• Lead discussions on technical tax topics within the practice, ensuring knowledge sharing and consistent application of tax laws.

Risk Management & Quality Control:

• Ensure all tax engagements comply with the practice’s quality control policies and regulatory standards.
• Monitor and manage tax risks for both the practice and clients, ensuring tax positions are defensible and aligned with ethical standards.
• Review and sign off on tax returns, ensuring accuracy, compliance, and completeness.

Practice Development:

• Collaborate with practice leadership to develop and execute strategies for growing the tax practice, including client acquisition, cross-selling services, and expanding service offerings.
• Participate in business development initiatives, including networking, attending industry events, and representing the practice in the marketplace.
• Identify opportunities to expand services with existing clients, offering additional value-added services in tax and related areas.

Team Collaboration & Practice Leadership:

• Work closely with partners and other department leaders to ensure seamless integration of tax services with other areas of the practice, including audit, advisory, and consulting.
• Contribute to the strategic direction of the practice by participating in leadership meetings, sharing insights on tax trends, and driving operational improvements.

Requirements

• Certified Public Accountant (CPA) designation or Enrolled Agent (EA) required.
• 10+ years of experience in public accounting or tax, with a focus on tax compliance, planning, and advisory services.
• Proven experience managing and leading professionals.
• Strong technical knowledge of federal, state, and local tax regulations, including experience with complex tax returns and planning.
• Excellent communication and client relationship management skills, with the ability to manage multiple clients and projects simultaneously.
• Demonstrated leadership abilities, including mentoring and developing staff.
• Proficiency in tax software (e.g., UltraTax, ProSystem, Lacerte) and Microsoft Office Suite (Excel, Word).

Preferred Skills

• Master’s degree in Taxation or related field.
• Experience in specialized areas such as international tax, M&A, state and local tax, or tax credits and incentives.
• Strong business development and networking skills, with a track record of growing client relationships and practice areas.
• Familiarity with project management tools and techniques to streamline workflow and improve team efficiency.

Contact: mmcknight@judge.com