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Tax Manager

Calegari & Morris

Tax Manager - CPA Required

We are a midsize CPA firm located in downtown San Francisco. We are about 60 employees total and growing. Our firm offers a range of tax, accounting, audit, CFO services, and more to a wide array of clients. We work with a mix of HNW/UHNW clients as well as mid to large private entities. We see many clients in the silicon valley areas, tech, private equity, real estate, construction, manufacturing. & distribution, and much more. We prefer people in the Bay Area, but we do have some remote capabilities for those a little further out.

We are looking for an experienced manager to work on a generalist client book, do return review, lead tax planning, and be a main point of contact for clients.

What You Need
  • 5+ years of public accounting experience
  • Active CPA or EA certification
  • Ability to prep and review common tax returns
    • 1040, 4065, 1120, 1120s, 1041, 706, 709, 990
  • Strong understanding of complex tax issues
    • 1031 exchanges, 754 step-ups, 704(b), 704(c), partnership re-org/restructures, etc.
  • Strong track-record of successful tax planning/tax strategy
  • Expert client communication skills

Benefits

  • Competitive salary and performance-based incentives.
  • Comprehensive health, dental, and retirement benefits.
  • Professional development opportunities and support for continuing education.
  • Bonus Opportunities
  • Flex Hours
  • Remote Capability

For this position you must be currently authorized to work in the United States. We do not sponsor for this position.

Vacancy posted 4 days ago
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