Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Tax Manager, Individual Taxation - CPA or EA, CPA firm experience required

$135k - $185k
Full-time

Wheeler Accountants LLP

Individual Tax Manager Position Available at Wheeler Accountants LLP

Advancement and opportunity await at Wheeler Accountants! Wheeler offers a fast-paced and exciting work environment with excellent opportunities for both personal and career growth. Wheeler is seeking a Tax Manager to join our team of growing professionals during this exciting growth phase in our firm. Potential candidates must be dedicated to a rewarding and successful career in public accounting and be focused on personal and professional growth.

About Wheeler:
We’re not your typical CPA firm. Yes, we provide tax, attestation, consulting, and client accounting services to a wide range of clients― but we do it differently. We’ve got the dynamic culture of a startup, with the stability and reputation of a five-decade old firm. We’re creative. We’re problem solvers. We’re calculated risk takers. We believe in having a healthy life-work integration, giving back to our community, and having fun. Consistently named a “Best Accounting Firms to Work For” by Accounting Today, we strive to create a unique and rewarding environment for all of our employees.

The Ideal Candidate will possess:
A passion for public accounting
A focus on career growth and a firm to grow with.
A high degree of technical competence and a strong sense of confidence in one’s own abilities.
6+ years Individual tax experience required. Estate & Trust experience is a plus.
The desire for an opportunity to be part of the growth and transition of a firm moving to the next level.
Keep the “big picture” view in mind at all times.
A proven track record of hard work and success – whether in work or other activities

Position Requirements:
CPA or EA License required
Undergraduate degree in Accounting preferred.  Masters degree in Taxation is a plus
Minimum 6+ years’ experience working for a public accounting firm
Direct client contact with a mind on keeping clients satisfied throughout the engagement.
Managing projects and deadlines with open communication with members of the assigned team
Mentoring & and training our senior and staff accountants in their roles


Benefits:
Competitive Bay Area salary, Salary range: $135,000 to $185,000. The pay range reflects the San Francisco Bay Area. Compensation will be adjusted for each candidate based on their geographic location.

Medical and Flex spending benefits
401(k) with employer match
22 paid holidays + PTO
Flexible work schedule
This position is available as a remote position

Locations:
San Jose, California or Remote within the United States

Wheeler Accountants, LLP is a full-service accounting firm providing tax, accounting, attest, and business advisory services. We are a top-rated firm located in San Jose, California. We are as committed to our staff as we are to our clients. We take culture seriously – recognized by Accounting Today as one of the Best CPA Firm to Work For several years. We offer a comprehensive benefits package, including option to work Hybrid or Remote, because we understand our professionals can manage work best when given the freedom to balance and enjoy life outside of an office.

If you believe that your experience and work expectations align with our commitment to our employees, we want to hear from you.

Ready to make a change? Submit your resume today! 

Vacancy posted a month ago
Similar jobs that could be interesting for youBased on the Tax Manager, Individual Taxation - CPA or EA, CPA firm experience required in San Jose, CA vacancy
  • $113.4k - $169.4k

     ...Description Description The Tax Manager - High Net Worth Individuals role is a pivotal...  ...position within the firm, offering the opportunity...  ...decision-making skills. Experience in gift and estate...  ...accounting or related field is required. ~ CPA or EA license is required.... 
    Suggested
    Local area
    Immediate start
    Remote work
    Flexible hours

    Sensiba

    San Jose, CA
    a month ago
  • $150k - $200k

    A national CPA firm in California is seeking a Tax Senior with over 2 years of public accounting experience. This role offers competitive pay of $150,000 - $200,000 annually, a fully...  ...a BS/BA in accounting, have CPA or EA certification, and a strong background in... 
    Suggested
    Remote work
    Flexible hours

    Jobot

    Campbell, CA
    17 hours ago
  • $32 per hour

     ...successful accounting firm operates and will...  ...of projects: tax returns, reviews,...  ...range of clients from individuals and small...  ...transition team! Requirements: ~ Seeking undergraduate...  ...in accounting or taxation ~3.0 grade point...  ...required to sit for the CPA exam ~ A proven... 
    Suggested
    Hourly pay
    Internship
    Immediate start

    Wheeler Accountants LLP

    San Jose, CA
    19 days ago
  • $128k - $174.4k

     ...Consulting Firms in the Nation...  ...prepare corporate tax compliance...  ...activities Manage engagements...  ...resource requirements and ensure the...  ...(i.e., JD, CPA, or EA) Minimum of...  ...years’ tax experience in consulting...  ...Accounting or Taxation“Armanino" is...  .... For Individuals who would be... 
    Suggested
    Full time
    Contract work
    Local area
    Flexible hours

    Armanino

    San Jose, CA
    a month ago
  •  ...Description Job Description Tax Advisor (CPA or EA) Job Type: Contractor...  ...feedback and recommendations. Requirements Active CPA license or...  ...credential is required. Proven experience in income tax preparation and filing for individuals and/or businesses. Strong... 
    Suggested
    Remote job
    For contractors

    YO AI Labs

    San Jose, CA
    14 days ago
  •  ...Corporate Tax Manager At Grant Thornton, we...  ...public accounting (CPA) firm that provides...  ...singular client experience that includes enhanced...  ...position will require in-person attendance...  ...bonus based on individual and firm performance...  ...income taxes, taxation of international... 
    Full time
    Seasonal work
    Work at office
    Local area
    Flexible hours
    3 days per week

    Grant Thornton

    San Jose, CA
    2 days ago
  • $164k - $170k

     ...Valley Top 50 technology firms. Our unprecedented...  ...currently seeking a Tax Manager. This position will assist...  ...and reporting requirements accurately. The candidate...  ...field, Master of Taxation is preferredCPA/EA is preferred8+ years of tax experience with public accounting... 
    Local area
    Worldwide

    Supermicro

    San Jose, CA
    4 days ago
  • $161.3k - $264.9k

     ...and effectively manage their global...  ...assessment for tax, immigration, business...  ...high‑net‑worth individuals (HNWIs) on...  ...border estate/gift taxation. This is an...  ...locations. Support the firm’s training,...  ...Qualifications CPA, EA, or JD with a...  ...client tax experience with international... 
    Full time
    Private practice
    Remote work

    Vialto

    Campbell, CA
    17 hours ago
  • $152k - $205k

     ...somewhere. That's the firm hiring here. It takes...  ...and it wants a senior tax manager to own the complicated...  ...they'll flex on experience and pay you for what you...  ...corporations, partnerships, individuals, trusts and estates,...  ...What you'll have ~ CPA or EA, both work ~10 years... 
    Local area
    Flexible hours

    Distinct | North America

    San Jose, CA
    1 day ago
  •  ...driven accounting firm where you'll...  .... Tax Services' teams...  ...high net worth individuals. Individuals...  ...engagement manager with economic...  ...related field required; Master's degree in Taxation preferred...  ...years of related experience Previous...  ...preferred CPA or Bar License... 
    Local area

    Ledger Executive Search

    San Jose, CA
    2 days ago
  • $184k - $197k

     ...and consulting firm in the west region...  ...accounting and management consulting industry...  ...Review tax returns for Individuals, Partnerships, S...  ...Occasional overtime work required throughout the...  ...to ten years' experience in public accounting...  ...’s degree in taxation preferred. Minimum... 
    Full time
    Casual work
    Local area
    Remote work

    SingerLewak

    San Jose, CA
    1 day ago
  • $180k - $215k

     ...Position: Tax Senior Manager Location: San Jose...  ...and advisory firm is seeking an experienced...  ...tax returns for individuals, partnerships, S...  ...in Accounting required; Master's in Taxation preferred. ~ Active CPA license and...  ...progressive tax experience in public accounting... 
    Full time
    Local area
    Remote work

    Talento Recruitment Group

    San Jose, CA
    3 days ago
  • $150k - $210k

     ...At Aardvark Tax Advisors, the client...  ...accounting, and advisory firm serving small...  ...for a Senior Tax Manager to own complex...  ...corporations, partnerships, individuals, trusts, and...  ...~ Active CPA or EA required. ~10+ years in...  ...entities. ~ Proven experience managing and developing... 
    Work at office
    Local area
    Work from home
    3 days per week

    Cynch AI

    Cupertino, CA
    2 days ago
  • $148k - $241k

     ...the impact every individual can have. If you...  ...Senior Manager, Tax Provision & Forecasting...  ...Public Accountant (CPA) license required (or MST / JD...  ...Finance; Master’s in Taxation (MST) or MBA...  ...strongly preferred. Experience: 8–10+ years of...  ...large national firm) or a... 
    Full time
    Work at office
    Visa sponsorship
    Work visa

    Palo Alto Networks

    Santa Clara, CA
    1 day ago
  • $118.2k - $171.4k

     ...looking for a Tax Manager WHY we get...  ...technology to deepen firm expertise and...  ...skills are required. The Tax...  ...has extensive experience with partnerships...  ...experience with individual/trust tax...  ...equivalent, as well as CPA certification....  ...degree in Taxation or a J.D.... 
    Local area
    Flexible hours
    Day shift

    GHJ

    San Jose, CA
    17 hours ago
  • $90k

     ..., innovative tax solutions that...  ...a dynamic CPA - Tax Strategist...  ..., including individuals, business...  ...depending on experience Responsibilities...  ...in the Firm’s systems regarding...  ...CPA license required Bachelor’s...  ...Accounting, Taxation, Finance,...  ...Ability to manage multiple client... 
    Work at office
    Local area

    Edgar Law Group, LLP

    San Jose, CA
    5 days ago
  • $130k - $165k

     ...a full-service CPA firm in Silicon Valley...  ...assurance, tax, and consulting...  ...international filing requirements that require...  ...: Lead and manage complex high-net-worth individual tax engagements...  ...of 5 years of experience at public accounting...  ...individual taxation, equity compensation... 
    Summer work
    Work at office
    Remote work

    Abbott, Stringham & Lynch

    Campbell, CA
    a month ago
  • $171k - $273k

     ...best candidate experience amidst our...  ...hands-on Senior Tax Manager to join our Corporate...  ...documentation required by taxing...  ..., Finance, Taxation, or a related...  ...Certifications: CPA license preferred...  ...accounting firm (Big 4 preferred...  ...based on individual and company performance... 
    Local area
    Flexible hours

    Samsung Semiconductor

    San Jose, CA
    25 days ago
  • $140k - $170k

     ...At Aardvark Tax Advisors, the...  ...and advisory firm serving small...  ...looking for a Tax Manager to own complex...  ...partnerships, individuals, trusts, and estates...  ...standards. Requirements Core...  ...Qualifications ~ Active CPA or EA required. ~5...  ..., with strong experience in compliance,... 
    Temporary work
    Work at office
    Local area
    Work from home

    Cynch AI

    Cupertino, CA
    12 days ago
  •  ...professional services firm where our purpose...  ...digital, audit, tax, consulting, and...  ...s in accounting, Taxation or related fieldCurrent CPA licensure required. (JD or EA may be accepted...  ...accounting experience in a tax role with...  ...Protected Veterans/Individuals with DisabilitiesClick... 
    Full time

    CliftonLarsonAllen

    San Jose, CA
    a month ago
  • $130k - $160k

     ...impact—helping individuals and...  ...looking for a tax expert—we’re...  ...award-winning firm, you'll have...  ...Position Tax Manager - Real Estate...  ...filing of all required tax forms....  ...related field CPA License Preferred...  ...5 years of experience in tax accounting...  ...real estate taxation, and relevant... 
    Local area
    Remote work

    Ascend

    San Jose, CA
    3 days ago
  • $99k - $266k

     ...our people in tax services focus...  ...strategy. These individuals help...  ...strengths, and managing performance to...  ...success of our Firm. You are expected...  ...knowledge, and experiences you need to lead...  ...independence requirements. The Opportunity...  ...of Laws in Taxation preferred... 
    H1b

    PwC

    San Jose, CA
    17 hours ago
  • $124k - $335k

     ...International Tax Services - Senior Manager, you will provide...  ...success of our firm. Within our...  ...and independence requirements Engaging in...  ...international taxation and related areas...  ...6 years of experience At least one...  ...dependent upon the individual's skills,... 
    H1b
    Shift work

    PwC

    San Jose, CA
    2 days ago
  •  ...you unlock growth for individuals, firms, and clients alike....  ...letters Proactively manage and maintain workflow...  .... Manage tax department workflow....  ...and budgets Software Requirements: CCH Axcess., Workstream...  ...on a candidate’s experience, expertise, geographic... 
    Temporary work
    Remote work

    Crete Professionals Alliance

    San Jose, CA
    1 day ago
  •  ...Tax Director San Jose, CA...  ...must have their CPA and have been a Senior Manager or Director...  ...public accounting firm. The...  ...12 years' of experience working within...  ...Reviews complex individual, corporate,...  ...accounting (or taxation) from an...  ...CPA license Required ~ Proficiency... 
    Full time
    Work at office
    Relocation
    2 days per week
    3 days per week

    Veracity

    San Jose, CA
    3 days ago
  • $175k - $210k

     ...– Reports to Tax Practice Lead...  ...people-first firm redefining what...  ...entrepreneurs, and individuals with deep...  ...structures Leverage experience with equity...  ...For ~ CPA required ~10–15 years...  ..., not just manage Bonus Points...  ...Master’s in Taxation or JD... 
    Work at office
    Flexible hours
    2 days per week
    1 day per week

    Paro

    Cupertino, CA
    2 days ago
  •  ...Title: Accountant (CPA/CA) Job Type:...  ...experienced Tax Professionals and...  ...the legal requirements. This role requires...  ...No prior AI experience is required—...  ...provisions. Analyze individual statutory...  ...state and local taxation. Proven...  ...Enrolled Agent (EA) designation or... 
    Remote job
    Contract work
    Local area

    YO AI Labs

    San Jose, CA
    2 days ago
  •  ...The Tax Senior Manager at Catalyst Family Office...  ...teaming with firm leaders in the...  ...determine resource requirements, and direct /...  ...Master’s in Taxation preferred. ~...  ...compliance experience in ultra-affluent individuals and families,...  ...entities. ~ Active CPA or Enrolled... 
    Full time
    Remote work

    Catalyst Family Office

    Mountain View, CA
    2 days ago
  •  ...public accounting firm specializing in tax, consulting, and...  ...closely with individuals, families, and businesses...  ...with directors, managers, and partners on...  ...) Active CPA license...  ...progressive tax experience in public accounting...  ...Sometimes Jobot is required to perform... 
    Local area
    Remote work
    Flexible hours

    Jobot

    San Jose, CA
    4 days ago
  •  ...Tax Manager Well established, highly profitable regional CPA firm seeks a Tax Manager to add to their growing...  ...senior skills are required. The Tax Supervisor makes...  ...five (5) years' experience in public accounting,...  ...required, master's degree in taxation preferred.... 
    Casual work

    Sun Recruiting Inc

    San Jose, CA
    17 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Tax Manager, Individual Taxation - CPA or EA, CPA firm experience required. Be the first to apply!