Tax Manager

Job Description

Job Description

Our client is transforming the traditional tax preparation model into a proactive, advisory-focused practice. Tax compliance remains the foundation of the role, but the long-term focus is helping clients implement strategic tax planning that creates measurable value.

This position offers the opportunity to work closely with experienced founders, contribute to the evolution of the firm's services, and leverage modern technology and AI tools to enhance client outcomes and operational efficiency.

This is an excellent opportunity for a tax professional who enjoys identifying planning opportunities, building trusted client relationships, and contributing to the growth of an innovative firm.

Key Responsibilities

• Manage relationships for a portfolio of high-net-worth individuals, business owners, and real estate investors.

• Prepare and review complex federal and multi-state tax returns, including:

  • Individual (1040)

  • S Corporation

  • Partnership

  • Trust and Estate

• Identify proactive tax planning opportunities and communicate recommendations with clear financial impact.

• Conduct client onboarding meetings, tax planning discussions, and year-round advisory consultations.

• Provide exceptional client service through timely communication and ongoing support.

• Collaborate with leadership to enhance service offerings, pricing strategies, and operational processes.

• Help evaluate and implement technology and AI-driven solutions that improve efficiency and client experience.

• Establish and maintain quality control procedures to ensure accuracy and consistency.

• Contribute ideas for improving internal workflows and firm operations.

Required Qualifications

• Active CPA or Enrolled Agent (EA) designation.

• 5+ years of public accounting or tax preparation experience.

• Strong experience preparing and reviewing:

  • Complex individual tax returns

  • S Corporation returns

  • Partnership returns

  • Trust returns

  • Multi-state tax returns

• Experience working with high-net-worth individuals and closely held businesses.

• Solid knowledge of federal and state tax regulations.

• Strong client communication and relationship management skills.

• Comfortable explaining complex tax concepts to clients with varying levels of tax knowledge.

• Proficiency with tax preparation software, cloud-based applications, Microsoft Office, and virtual meeting platforms.

• Interest in adopting new technologies and AI tools to improve tax workflows.

• Highly organized with strong attention to detail and problem-solving abilities.

Preferred Qualifications

• Previous experience supervising or mentoring tax professionals.

• Experience with tax planning and advisory services.

• Background working with real estate investors and pass-through entities.

• Experience improving tax processes or implementing technology solutions.

Compensation & Benefits

• Equity opportunity.

• Comprehensive medical, dental, and vision insurance.

• Flexible Paid Time Off.

• Professional development and continuing education support.

• Opportunity to work directly with firm leadership and influence the future direction of the practice.

Why Join?

• Transition beyond traditional tax compliance into a strategic advisory role.

• Build long-term relationships with high-value clients.

• Work with an innovative, technology-forward firm embracing AI and automation.

• Influence firm processes, service offerings, and operational improvements.

• Join a growing organization with significant career growth potential.

\nCompany 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.

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.