Senior Tax Manager - Daley and Associates
San Jose, CA
About the Job
Tax Senior Manager - Bay Area - Salary up to $160k
A rapidly growing accounting firm is looking to hire a Senior Tax Manager.
Tax Compliance & Planning:
- Oversee the preparation and review of intricate tax returns for corporations, partnerships, individuals, trusts and estates
- Provide tax planning strategies to minimize liabilities and optimize tax positions.
- Offer guidance on complex tax issues, including mergers and acquisitions, international tax, state and local tax, and various credits and incentives.
- Ensure all tax engagements comply with regulatory standards.
- Monitor and manage tax risks for both the firm and clients, ensuring defensible tax positions aligned with ethical standards.
- Review and sign off on tax returns to ensure accuracy and compliance.
Practice Development:
- Lead and mentor a team of tax professionals, fostering a high-performance culture.
- Conduct performance evaluations and facilitate professional growth through training and development initiatives.
- Collaborate with leadership to create and execute strategies for expanding the tax practice, including client acquisition and service diversification.
- Participate in business development activities, networking, attending industry events, and representing the firm in the marketplace.
- Identify opportunities to provide additional value-added services to existing clients.
Client Relationship Management:
- Act as the primary contact for key clients on complex tax matters, overseeing high-level planning, compliance, and consulting engagements.
- Build strong client relationships by offering strategic tax advice, identifying tax-saving opportunities, and addressing client concerns.
- Deliver timely, accurate, and proactive tax solutions tailored to individual needs.
Requirements:
- CPA or EA required.
- 10+ years of experience in public accounting, with a focus on compliance, planning, and advisory services
- Strong technical knowledge of federal, state, and local tax regulations
- Demonstrated leadership qualities, including staff mentoring and development.
- Proficient in tax software
Preferred Skills:
- Master’s degree in Taxation or a related field.
- Experience in specialized areas such as international tax, mergers and acquisitions, or tax incentives.
- Strong business development skills and a track record of expanding client relationships and practice areas.
Benefits:
- Competitive compensation and benefits package, including health, dental, vision, and 401(k) match.
- A collaborative and supportive work environment focused on individual and client success.
- Work with a diverse portfolio of clients in a rapidly growing firm.
Contact Erin Sullivan at esullivan@daleyaa.com for more details!
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