Tax Manager - Remote

Overview

The Tax Manager will be based out of our Walnut Creek office (can be hybrid or remote) with our acquired firm, Thomas Doll. This role works in multiple capacities across accounting, financial statement preparation, and tax planning and preparation being the main focus of the role.

In Short

• Oversee client financial statements for accuracy and timeliness.
• Review and prepare profit allocations for multi-owner clients.
• Oversee client tax onboarding.
• Prepare, review, and sign designated tax returns for corporations, partnerships, individuals, trusts, and coordinating foreign tax filings.
• Manage the client relationship (i.e.: running meetings and correspondence).
• Oversee semi-annual client meetings for financial review and tax planning.
• Responsible for preparation for meetings and any follow-ups that result.
• Oversee client’s strategic planning activities.
• Oversee preparation and analysis of dental practice buyer financial due diligence.
• Oversee, prepare and review client tax projections for estimated tax payments and future tax liabilities.

Requirements

• Bachelor’s degree in Accounting required, Master's degree in Finance or MBA preferred.
• 5+ years of successful CPA firm experience and/or Big 4 experience, with heavy business tax experience (corp, partnership, individual, trust).
• Active CPA licensure.
• Knowledge of California tax laws, preferred.
• Display comprehensive technical tax and accounting knowledge relating to the current business state and federal tax codes.
• Demonstrate the ability to research and provide solution options for difficult tax problems.
• Excellent verbal and written communication skills.
• Willingness to understand and properly communicate difficult issues to clients.
• Commitment to developing technical and industry knowledge through personal reading, research, coursework and other continuing education.
• Ability to build relationships in the business community to generate future leads and referrals.

Benefits

• An attractive total compensation package.
• Employer-sponsored health insurance (medical, dental, vision).
• 401k + 5% match.