Forth Recruiting
Tax Manager - San Jose, CA
Forth Recruiting, San Jose, California, United States, 95199
About the job Tax Manager - San Jose, CAThe RoleThe ideal candidate is a team player who manages the tax team to greater performance, creates and implements tax plans, and works with the accounting and leadership teams to identify opportunities for process improvement and potential risk areas.
The Tax Manager will ensure compliance with state, federal, and international tax law through a series of systems and system controls designed to ensure accurate, timely reporting. They will monitor current and impending changes to tax regulation and make the appropriate updates to policies and strategies. The ideal candidate is single-minded in their pursuit of ensuring compliance and achieves this goal through optimizing reporting procedures and driving the successful function of the tax team.Core ResponsibilitiesAssume full responsibility for planning, supervising, and completing projects.Work closely with engagement partners and staff to meet client expectations.Develop an understanding of the client's business and industry and routinely seek information from the client regarding their needs and concerns.Develop new client contacts and relationships beneficial to the firm.Education and Qualifications
A Bachelor's Degree in Accounting.A Master's Degree in Accounting or Tax is preferred.Minimum of 6-10 years of recent public accounting experience.CPA preferred and/or J.D./LLM in Taxation.Must successfully pass a background check.Must be currently authorized to work in the United States full-time.Essential Functions
Manage day-to-day client relationships and maintain positive client satisfaction.Seek opportunities to be creative and innovative in serving clients.Ability to build & cultivate strong personal relationships with peers in the firm and the business community.Manage the assignment budgets and profitability in the area of responsibility.Participate in civic, business, community, and philanthropic activities.Understand the Client's full services and industry capabilities.Role model and mentor to new and existing staff.Participate in recruitment, business planning, and retention initiatives.Experience
Excellent business skills and appropriate industry knowledge.Keep current on applicable professional standards.Strong skills and experience with Word, Outlook, Excel, QuickBooks.Familiarity with UltraTax, SAP, RIA Checkpoint, and BNA.Knowledge, Skills, and Abilities
Excellent verbal and written communication skills.Strong project management, organization, and analytical skills.Team management skills, including the ability to lead, direct, and coach.Business Development acumen.Balance and effectively deliver on multiple projects and job responsibilities under restrictive time constraints.Working Conditions
Be able to travel and commute to client sitesBe able to work overtime and weekend hours during peak busy periods to meet deadlines and partner and client expectations.Health
Generous healthcare benefits.Several options are available to cultivate a comprehensive health coverage plan that fits your needs.Happiness
Meaningful assignments with direct client contact.Exposure to ultra-high-net-worth clientele.Complex and interesting work.Beyond
Sophisticated training courses.Ongoing professional development programs.Rewarding mentor relationships.Benefits
HMO.PPO.HSA.Dental.Vision.Long- and short-term disability.Life Insurance.Retirement plan.Maternity and Paternity Leave.Flexible Spending Account.Adoption Assistance.
The Tax Manager will ensure compliance with state, federal, and international tax law through a series of systems and system controls designed to ensure accurate, timely reporting. They will monitor current and impending changes to tax regulation and make the appropriate updates to policies and strategies. The ideal candidate is single-minded in their pursuit of ensuring compliance and achieves this goal through optimizing reporting procedures and driving the successful function of the tax team.Core ResponsibilitiesAssume full responsibility for planning, supervising, and completing projects.Work closely with engagement partners and staff to meet client expectations.Develop an understanding of the client's business and industry and routinely seek information from the client regarding their needs and concerns.Develop new client contacts and relationships beneficial to the firm.Education and Qualifications
A Bachelor's Degree in Accounting.A Master's Degree in Accounting or Tax is preferred.Minimum of 6-10 years of recent public accounting experience.CPA preferred and/or J.D./LLM in Taxation.Must successfully pass a background check.Must be currently authorized to work in the United States full-time.Essential Functions
Manage day-to-day client relationships and maintain positive client satisfaction.Seek opportunities to be creative and innovative in serving clients.Ability to build & cultivate strong personal relationships with peers in the firm and the business community.Manage the assignment budgets and profitability in the area of responsibility.Participate in civic, business, community, and philanthropic activities.Understand the Client's full services and industry capabilities.Role model and mentor to new and existing staff.Participate in recruitment, business planning, and retention initiatives.Experience
Excellent business skills and appropriate industry knowledge.Keep current on applicable professional standards.Strong skills and experience with Word, Outlook, Excel, QuickBooks.Familiarity with UltraTax, SAP, RIA Checkpoint, and BNA.Knowledge, Skills, and Abilities
Excellent verbal and written communication skills.Strong project management, organization, and analytical skills.Team management skills, including the ability to lead, direct, and coach.Business Development acumen.Balance and effectively deliver on multiple projects and job responsibilities under restrictive time constraints.Working Conditions
Be able to travel and commute to client sitesBe able to work overtime and weekend hours during peak busy periods to meet deadlines and partner and client expectations.Health
Generous healthcare benefits.Several options are available to cultivate a comprehensive health coverage plan that fits your needs.Happiness
Meaningful assignments with direct client contact.Exposure to ultra-high-net-worth clientele.Complex and interesting work.Beyond
Sophisticated training courses.Ongoing professional development programs.Rewarding mentor relationships.Benefits
HMO.PPO.HSA.Dental.Vision.Long- and short-term disability.Life Insurance.Retirement plan.Maternity and Paternity Leave.Flexible Spending Account.Adoption Assistance.