Job description:
Were seeking an experienced and driven Tax Senior Manager to join our growing Tax team in San Jose. This leadership role is ideal for a seasoned tax professional with deep technical knowledge, proven client management experience, and a passion for developing people.
As a Tax Senior Manager, youll oversee complex tax engagements, serve as a subject matter expert, and provide strategic tax guidance to a diverse client base. Youll also play a key role in practice development, staff mentoring, and representing clients before taxing authorities. This is an opportunity to step into a highly impactful leadership position while working in a collaborative, hybrid environment.
Key Responsibilities- Review and approve tax returns for individuals, partnerships, S-corps, and C-corps.
- Lead technical tax reviews and manage government tax examinations of any complexity.
- Serve as a subject matter expert in specific disciplines or industries.
- Manage large, complex tax returns, delegating work to preparers as needed.
- Build and maintain strong client relationships, assuming responsibility for client service delivery.
- Represent clients before federal and state taxing authorities.
- Mentor, recruit, and develop staff, including performance evaluations and professional training.
- Ensure smooth and timely flow of tax returns through the preparation process.
- Oversee billing and collections processes with accuracy and timeliness.
- Conduct tax research, evaluate software, and provide recommendations to partners.
- Contribute to practice development through networking, community involvement, and referral source engagement.
Qualifications:
Qualifications- 710 years of public accounting experience with progressive tax complexity and research expertise.
- Minimum 2 years experience representing clients before taxing authorities.
- At least 1 year of supervisory experience managing tax preparers.
- Bachelors degree in Accounting required; Masters in Taxation preferred.
- Strong proficiency with tax preparation, research, and planning software.
- Up-to-date knowledge of current federal and state tax laws.
- CPA license required; must be in good standing with the AICPA.
- Commitment to at least 40 hours of continuing education annually.
- Ability to balance multiple deadlines and manage peak workload (overtime required, especially JanuaryApril).
Why is This a Great Opportunity:
Why This Role Stands Out- Leadership Impact: Take on a senior leadership role with autonomy and influence.
- Client-Facing Responsibility: Directly manage relationships with high-value clients.
- Mentorship & Growth: Recruit, develop, and mentor the next generation of tax professionals.
- Strategic Involvement: Play a key role in practice development and firm growth initiatives.
- Competitive Compensation: $184,000 $197,000 annually, plus overtime eligibility.
This is a fantastic opportunity for a high-performing tax professional ready to step into a senior leadership role in a collaborative, forward-thinking environment.