Tax Manager - Karuna Advisors

Tax Manager

Karuna Advisors | Menlo Park, CA or Remote, US | Reports to Director

Who we are:

At Karuna Advisors, we provide tax and family office services for wealthy families and founders of companies. Our culture is inclusive, team oriented, curious, fun and driven professionals. We constantly look for ways to improve our efficiency, communication and services to our advisors and clients.

Karuna provides a team of certified public accountants and professionals that have years of experience and in-depth resources to complete the technical expertise as needed. We are trusted business advisors, and our goal is to provide our clients with proactive advice to then make informed, timely decisions.

We use the Enneagram in our practice to understand each other better, including our clients, so that we may deliver information most efficiently and effectively to them. 

Who we are looking for:

We’re looking for people who are highly motivated, out-of-the-box thinkers. If you enjoy a challenge and thrive in a fast-paced environment, this may be the right fit for you. You will work directly with other members of our team and clients, building a relationship as a trusted tax specialist, advisor, and leader. You will collaborate daily, developing solutions to complex tax issues through research, use of cutting-edge technology, and consultation with other team members.

What the job entails:

• Review tax returns including individual, entity, gift tax, and non-profit tax returns - e.g., forms 1040, 1065, 1041, CA565/8,571L, 5227, and foreign filings
• Sign tax returns to demonstrate full responsibility and authority of tax returns
• Research technical tax matters and draft memoranda to summarize findings and positions taken
• Demonstrate advanced-level skills in utilizing tax preparation software
• Demonstrate technical expertise by interpreting laws, regulations, and standards to develop tax planning and strategy recommendations to clients
• Thoroughly review other projects from Senior Associates and produce partner-ready work products
• Start developing a reputation as an expert or specialist in specified areas
• Serve as trusted client advisor and be able to discuss matters on the client’s behalf to federal and state agencies through Power of Attorney privileges
• Manage day-to-day client relationships and maintain positive client satisfaction
• Provide creative and innovative advice to clients
• Work closely with engagement partner and staff to meet client expectations
• Manage client engagements for profitability and efficiency
• Develop new client contacts and relationships beneficial to the firm
• Role model and mentor to new and existing staff
• Interest in personal career growth and development
• Manage realization/utilization/billable hours rates of Accountants and Senior Accountants 

Qualifications:

• 6 years+ experience of public accounting experience
• Bachelor’s in Accounting, Finance, or related field; Master’s degree preferred
• CPA required
• Experience with tax technology similar to CCH WK, ProSystem Tax, BNA, mac environment software
• Multi-state experience is preferred
• Ability to prioritize and multi-task in a fast-paced environment
• Possess a professional demeanor and be a positive thinker
• High level of accuracy and strong quantitative skills, along with the highest level of ethics, honesty, and integrity
• Excellent written and verbal communication skills
• Strong project management and organization skills and ability to manage competing priorities
• Exhibit professionalism and maintain client confidentiality
• Results driven, self-starter who likes to take on new challenges
• Ability to work effectively both individually and with a team
• Team management skills including ability to lead, direct and coach
• Ability to build and cultivate strong personal relationships with peers in the firm and business community
• Excellent business skills and industry knowledge

What Karuna Offers:

• Benefits: Medical, dental, and vision insurance
• Technology: Computer + workstation set-up, including a monitor, provided
• Retirement: 401(k) and profit sharing
• Compensation: Generous wage and annual bonus
• Paid Time Off: 10 days annually, plus a floating holiday