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  • Sector: Accounting & Finance
  • Function: Tax
  • Contact Email: mpenn@nelsonandassociates.com
  • Expiry Date: 12 May 2021
  • Job Ref: Nelson_2154496_1618271664

Job Number: 2154496

Tax Manager
San Jose, CA

Tax Manager

Our client is growing and hiring a Tax Manager with solid leadership experience, an upbeat attitude, and a desire to grow and add value to their firm and to their clients.

Our client is one of the largest local CPA firms in the Silicon Valley serving a broad range of industries. They offer you the resources found in larger firms, with the opportunities and culture of a mid-sized regional firm. They provide their team members with:

  • Best-in-class virtual and in-person training, mentoring, and leadership development programs to support your professional growth at each stage of your career path
  • Comprehensive benefits package including a generous time-off policy, bi-yearly bonus' and more
  • Flexible hours and the ability to manage your own schedule including working from home (even pre-COVID!)
  • Creative opportunities to contribute and collaborate as well as lead and network to provide best in class services to our clients
  • Employee engagement is important to us! We use different platforms to keep you connected with your peers and co-workers, while working remotely, or in our San Jose office
  • The opportunity to participate in a number of civic associations focused on community causes throughout the year

Primary Responsibilities of the Role

  • Assume responsibility for planning, supervising, and completing engagements. This means some involvement in all elements of a job, with an ultimate goal of excellent client service. A critical element of this process should include analysis of technical issues, and pre-planning meetings to discuss these issues
  • Plan the timing and assigning of staff to engagements
  • Research, interpret, and evaluate the tax impact of current and proposed legislation on the quarterly and year-end tax calculations
  • Review tax work papers, resolve any problems, and keep the partner informed of all important developments in the engagement. Prepare extensions, estimates, and occasionally returns as needed
  • Train and mentor tax staff to develop their skills and abilities
  • Prepare client billings. This may include assisting with collections when appropriate
  • Evaluate the performance of staff as required by firm policy
  • Develop new client contacts and relationships beneficial to the firm. These can be professional, civic, and/or community service contacts
  • Assist in administrative functions as assigned by the partners
  • Recognize opportunities to provide additional services to existing clients

Your Qualifications

  • CPA required and a minimum of 7 years of experience at public accounting firms
  • Degree in Accounting, MST preferred
  • Experience with ProSystem Tax and Engagement preferred
  • Broad experience with entity tax compliance, including flow-throughs, and individual compliance

Your Knowledge and Experience

  • Strong accounting skills
  • Ability to prioritize and manage multiple time-sensitive projects under pressure
  • Good conceptual, critical thinking, analytical, quantitative skills and the ability to articulate work product
  • Excellent computer/technology skills
  • Effective interpersonal, communication, and presentation skills
  • Self-starter and resourceful
  • Results and process-oriented and accountable
  • Problem solver, finisher, and highly organized

About Nelson:

If you're looking for a new opportunity, the recruiting and staffing experts at Nelson can help. We work with companies of all types and sizes across all industries. We help people like you find exciting roles with employers ranging from Fortune 100, government, and nonprofit organizations to local businesses, industry leaders, and the most agile start-ups. The candidates we work with appreciate our responsive approach, genuine relationships, and exceptional service. With a commitment to transparency, authenticity, and credibility, we look forward to our jobs every day, and we're excited to help you find the job you've been looking for. Nelson is an EEO Employer: Race, Religion, Color, National Origin, Citizenship, Sex, Sexual Orientation, Gender Identity, Age, Disability, Ancestry, Veteran Status, Genetic Information, Service in the Uniformed Services or any other classification protected by law.