Tax Senior Manager
pro solutions groupMillbrae, CA
Tax Senior Manager
L6
pro solutions groupMillbrae, CAtoday
Job Summary:
The Tax Senior Manager is responsible for managing complex tax compliance and advisory projects for a diverse portfolio of clients (e.g., UHNW individuals, Partnerships, and Corporations). This role involves high-level technical review, tax planning, and acting as the primary point of contact for clients while driving firm growth through networking and internal team development.
Key Responsibilities1. Technical Oversight & Quality Control
High-Level Review: Oversee the preparation and final review of complex federal and state tax returns (C-Corps, S-Corps, Partnerships, Trusts, and Estates).Tax Planning: Develop sophisticated tax-saving strategies for Ultra-High-Net-Worth (UHNW) individuals and multi-tiered entities.
Research: Resolve complex tax issues by performing advanced research on evolving tax laws and IRS regulations.2. Client & Business Development
Relationship Management: Serve as the primary advisor to clients, maintaining frequent communication to understand their business goals.
Revenue Growth: Identify opportunities for additional services within the existing client base and participate in proposals for prospective clients.
Community Presence: Represent the firm in professional organizations and networking events to build a referral pipeline.3. Team Leadership & Mentoring
Staff Development: Manage, train, and mentor Managers, Seniors, and Staff; provide constructive performance feedback and career guidance.
Workflow Management: Oversee the economics of engagements, including budgeting, billing, and resource allocation to ensure profitability.
Qualifications & Skills
Education: Bachelor's or Master's degree in Accounting or Taxation.
Certification: Active CPA license is required.
Experience:
Typically 8-12+ years of progressive experience in public accounting.
Technical Proficiency: Mastery of tax software (e.g., Lacerte or CCH Axcess) and a deep understanding of the Internal Revenue Code.
Soft Skills: Exceptional emotional intelligence, executive presence, and the ability to explain complex tax concepts to non-technical clients.
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Level
LeadL6
Location
Millbrae, CA
Occupation
Tax Preparers
Industry
Offices of Certified Public Accountants
Posted
today
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