Tax Manager - CPA or Enrolled Agent (EA) Required

Job Description

Job Description

Job Title: Tax Manager - CPA or Enrolled Agent (EA) Required

Employment Type: Full-Time | Work Arrangement: On-Site or Hybrid | Experience: 6-8+ Years of Tax Compliance Experience | Certification: Active CPA or Enrolled Agent (EA) | Required Education: Bachelor's Degree in Accounting Preferred

About the Opportunity:

• Our client is seeking an experienced Tax Manager to join their growing accounting and tax practice. This is an excellent opportunity for a tax professional who is ready to take ownership of client engagements, provide high-level tax guidance, manage staff, and build strong long-term client relationships.

• The Tax Manager will play a key role in overseeing individual, business, trust, partnership, and corporate tax compliance, while also identifying tax issues and opportunities that can improve client outcomes.

• This position offers a high degree of autonomy, flexibility, and professional responsibility, with the opportunity to work on-site or in a hybrid environment.

• The ideal candidate will combine strong technical tax knowledge with excellent communication, organization, leadership, and client-management skills.

Key Responsibilities:

Tax Compliance & Technical Review:

• Perform technical reviews of business, trust, partnership, corporate, and individual income tax returns.

• Manage tax engagements from initial planning through final delivery.

• Ensure tax returns and related work products are accurate, complete, timely, and compliant with applicable tax laws.

• Identify and resolve tax issues while developing practical recommendations for clients.

• Research complex tax matters and apply current tax authorities and regulations to client situations.

• Identify opportunities for tax planning, savings, and improved client outcomes.

• Apply creative and strategic tax ideas to help clients improve their financial and tax positions.

• Maintain current knowledge of federal, state, and local tax developments.

Project & Task Management:

• Manage multiple client engagements and projects simultaneously.

• Prioritize workload and ensure deadlines are consistently met.

• Take ownership of assigned projects and see them through from beginning to completion.

• Deliver timely, accurate, and high-quality work products that exceed client expectations.

• Coordinate with internal team members to ensure engagements remain on schedule.

• Communicate proactively regarding project status, challenges, and deadlines.

Client & Engagement Management:

• The Tax Manager will serve as a trusted advisor and primary point of contact for assigned clients.

Responsibilities include:

• Develop strong, long-term client relationships.

• Gain a thorough understanding of each client's business, industry, and financial objectives.

• Serve as Engagement Manager on designated client accounts.

• Take responsibility for engagement planning, execution, review, and final delivery.

• Manage the overall tax compliance process and engagement timeline.

• Schedule and delegate work to appropriate staff.

• Ensure deliverables are completed accurately and on time.

• Communicate engagement status and significant issues to the President.

• Serve as the primary point of contact for clients throughout the engagement.

• Explain complex tax concepts in a clear and understandable manner.

• Identify opportunities to expand client relationships and provide additional value.

Staff Management & Professional Development:

• Take responsibility for the work and activities of assigned staff.

• Effectively delegate tasks and manage workflow.

• Review staff work and provide constructive feedback.

• Mentor and develop team members' technical and industry knowledge.

• Encourage professional growth and continued learning.

• Help team members develop stronger tax research, compliance, and client-service skills.

• Promote a collaborative, professional, and high-performing team environment.

Technical & Professional Development:

• Stay current on changes in federal, state, and local taxation.

• Monitor emerging tax regulations, legislation, technical authorities, and industry developments.

• Apply new tax knowledge to increasingly complex client situations.

• Conduct tax research and communicate findings effectively.

• Continue developing technical expertise and professional knowledge.

Requirements:

• 6-8+ years of professional tax compliance experience; 6 years minimum required.

• Extensive experience with individual and business tax compliance.

• Active CPA or Enrolled Agent (EA) credential required.

• Bachelor's degree in Accounting or a related field preferred.

• Strong technical knowledge of federal income taxation.

• Ability to independently manage tax engagements from beginning to end.

• Strong tax research and analytical skills.

• Excellent organizational and time-management abilities.

• Strong written and verbal communication skills.

• Ability to explain complex tax matters clearly to clients and colleagues.

• Proven ability to manage multiple deadlines and client engagements simultaneously.

Preferred Qualifications:

Candidates with the following experience are especially encouraged to apply:

• Experience serving clients across multiple industries.

• Strong knowledge of corporate taxation.

• Strong knowledge of trust taxation.

• Strong knowledge of partnership taxation.

• Experience with multi-state income and franchise tax filings.

• Broad exposure to federal income taxation.

• Previous staff management or supervisory experience.

• Strong client relationship-management skills.

• Business development experience preferred but not required.

• Experience identifying tax planning opportunities and improving client results.

• Excellent tax research, writing, communication, and organizational skills.

What We're Looking For:

• The successful candidate will be more than a tax preparer. We're looking for a trusted tax advisor and engagement leader who can manage client relationships, oversee complex compliance work, develop staff, and identify opportunities to create additional value for clients.

The ideal professional is:

• Technically Strong - Confident handling individual and business tax matters and researching complex issues.

• Client-Focused - Enjoys building relationships and becoming a trusted advisor.

• Organized - Can manage multiple clients, projects, and deadlines simultaneously.

• Independent - Comfortable taking ownership and completing assignments with minimal supervision.

• Strategic - Looks beyond compliance to identify tax planning and financial opportunities.

• Communicative - Can explain complicated tax concepts in a way clients understand.

• Leadership-Oriented - Comfortable delegating, mentoring, reviewing, and developing staff.

• Compensation & Benefits

• Our client offers a competitive compensation package with opportunities for additional earnings based on experience and performance.

Benefits Include:

• Competitive salary

• Bonus opportunities

• Flexible work hours

• On-site or hybrid work options

• Work-from-home flexibility

• 401(k)

• 401(k) matching

• Health insurance

• Dental insurance

• Vision insurance

• Life insurance

• Flexible schedule

• Paid time off

• Self-managed / unlimited PTO, with the exception of the firm's restricted period between January 1 and May 1

• Casual work environment with no formal dress code, except when appropriate for client meetings

• Work Arrangement

• The firm offers flexibility regarding the work environment.

Candidates may express a preference for:

• On-Site

• Hybrid

• Remote, depending on experience and overall fit

• The firm will consider the candidate's experience, responsibilities, and ability to successfully manage client engagements when determining the appropriate work arrangement.

Career Opportunity:

• This is an excellent opportunity for an experienced CPA or Enrolled Agent who wants to move beyond routine tax preparation and take ownership of client relationships, engagement management, technical tax matters, staff development, and strategic tax planning.

• If you're a seasoned tax professional looking for a position offering autonomy, flexibility, meaningful client relationships, professional growth, and a strong work-life balance, we'd like to hear from you.

Application Questions:

1. Which work arrangement are you seeking?

On-Site, Hybrid, or Remote?

2. Do you have at least 6 years of professional tax compliance experience?

3. Do you currently hold an active CPA or Enrolled Agent (EA) credential? CPA or EA certification is required for consideration.

W3Global was established in 2006 in Fremont, CA with a vision: simplify the recruiting process and develop an industry-disrupting platform to connect candidates with clients. Our cutting-edge Applicant Tracking System enables us to find the right person for the right job, creating value for job seekers and employers. While W3Global initially focused on IT staffing, we have expanded the business to serve many other industries, including accounting and finance, legal, engineering, human resources, government and more.

We’re proud of the investments we’ve made in our team, having grown from four to 1000 employees and evolving into one of the leading recruitment and staffing solution providers in the industry. Our recruiters and account managers are passionate about connecting qualified professionals with the right positions in small, medium, and large companies.

Our Services
W3Global understands the natural ups and downs of an organization’s staffing needs. We are continuously adapting to industry and economic changes to find the right candidates.

We specialize in placing permanent, direct, contract, and temporary positions for companies of any size. Our recruiting services include sourcing, recruiting, screening, interview management, salary negotiations, training, and onboarding.

We are committed to helping organizations redefine their recruitment process by delivering our SaaS-based proprietary application tracking system software.

Our Expertise
W3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs.

As a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.

Company Description

W3Global was established in 2006 in Fremont, CA with a vision: simplify the recruiting process and develop an industry-disrupting platform to connect candidates with clients. Our cutting-edge Applicant Tracking System enables us to find the right person for the right job, creating value for job seekers and employers. While W3Global initially focused on IT staffing, we have expanded the business to serve many other industries, including accounting and finance, legal, engineering, human resources, government and more.\r\n\r\nWe’re proud of the investments we’ve made in our team, having grown from four to 1000 employees and evolving into one of the leading recruitment and staffing solution providers in the industry. Our recruiters and account managers are passionate about connecting qualified professionals with the right positions in small, medium, and large companies.\r\n\r\nOur Services\r\nW3Global understands the natural ups and downs of an organization’s staffing needs. We are continuously adapting to industry and economic changes to find the right candidates.\r\n\r\nWe specialize in placing permanent, direct, contract, and temporary positions for companies of any size. Our recruiting services include sourcing, recruiting, screening, interview management, salary negotiations, training, and onboarding.\r\n\r\nWe are committed to helping organizations redefine their recruitment process by delivering our SaaS-based proprietary application tracking system software.\r\n\r\nOur Expertise\r\nW3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs.\r\n\r\nAs a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.