Logo
Regal Executive Search

Tax Manager

Regal Executive Search, Pleasanton, California, United States, 94566


Job Description

Tax ManagerPOSITION SUMMARYAs a Manager you will be responsible for the successful delivery of tax and accounting services to clients, while managing a team of Staff and Senior Accountants. You will have direct responsibility for developing and maintaining quality relationships with the firm’s clients. You will work closely with the partners and Office Managing Partner to increase efficiencies, develop and train the firm’s staff, and improve earnings. In addition, you will have the opportunity to play a key role on the firm’s Leadership Committee, suggesting and working on initiatives to ensure that we continue to have a thriving firm with a vibrant and inclusive culture. You will utilize and build your technical and personal skills in a collaborative working environment.ESSENTIAL DUTIES AND RESPONSIBILITIESManage client relationships and work closely with partners in servicing clientsRecognize opportunities to provide additional services to existing clientsParticipate in networking and other business development opportunities to develop new clientsManage multiple tax and audit engagements, including the scheduling, staffing, supervision, and timely completion of each engagementEfficiently use available resources to meet deadlines and balance workloadsDevelop staff through training, mentoring and coachingAssume billing responsibilities for assigned clientsKNOWLEDGE, SKILLS & ABILITIESAs a Manager, having the following knowledge, skills and abilities will give you the best chance to succeed in this position:High proficiency in performing accounting and tax engagementsHigh proficiency in tax research, and solid understanding of Internal Revenue Code sections, and state and local regulationsTechnical proficiency and solid experience supervising complete engagements, and the ability to manage client relationshipsDemonstrated high level of proficiency in the use of firm standard software, such as Lacerte, ProSystems FX, ExcelExcellent interpersonal and communication skillsA focus on client service, with a specific emphasis on tax planning and compliance for individuals and entitiesAbility to work effectively with partners and clients to maintain high client service levels while simultaneously identifying additional client service opportunitiesInterest in participating in firm-wide initiatives to improve the client experience, build a rewarding culture for our employees, and serve our local communitiesDemonstrated ability to work both independently and with a teamAbility to manage a wide variety of multiple projects, assignments and deadlines, and to delegate effectivelyStrong experience in managing and developing othersMINIMUM REQUIREMENTSTo be considered as a Manager you must meet the following minimum requirements:Bachelor’s Degree with a major or concentration in accounting, tax, or related fieldMaster’s in Accounting, actively working toward a Master’s degree, or equivalentMinimum of five years of progressively responsible experience with a public accounting firmHold a current and valid CPA licenseApplicant will be required to submit to a criminal background check upon receipt of a conditional offer*Consideration of qualified candidates with arrest and conviction records will be in a manner consistent with the San Francisco Fair Chance Ordinance and the California Fair Chance Act

#J-18808-Ljbffr