Senior Tax Manager/Principal - San Francisco, CA

Senior Tax Manager/Principal - San Francisco, CA

San Francisco, California, United States Or refer someone Job Openings Senior Tax Manager/Principal - San Francisco, CA

The Role

The Tax Services Division is looking for a Senior Tax Manager or Principal with a minimum of eight (8) years of experience. This outstanding opportunity places the eligible candidate on a direct path to Partner.

Core Responsibilities

• The overall management, leadership, and supervision of staff (entry-level, senior, and supervisor-level individuals) on various tax engagements.
• Managing the significant responsibility of reviewing complex tax returns prepared by team members while following a structured timeline of due dates and deadlines.
• Proactively building, managing, and communicating effectively with clients to provide superior client service.
• Handle client consultations on planning opportunities and changes in tax law.
• Managing the risk and financial performance of engagements.
• Ensuring the quality and managing the workflow of various work products.

Education and Qualifications

• Bachelor's Degree in Accounting or related course of study.
• CPA license is required.
• Master's Degree in Taxation is highly preferred but not required.

Experience

• A minimum of eight (8) years of tax experience with a public accounting firm performing services for US domestic clients.
• Minimum of five (5) years of experience supervising and training staff.
• Special attention will be given to candidates with experience in Low Income Housing Tax Credits (LIHTC).

Knowledge, Skills, and Abilities

• Exceptional customer service skills and the ability to interact professionally with clients.
• Excellent written and verbal communication and interpersonal skills.
• Strong research and analytical skills and the ability to prepare corresponding memorandums to support conclusions on complex tax issues.
• Develop and guide staff by providing formal and informal performance feedback.
• Serve as a mentor to less experienced staff.
• Ability to successfully manage multiple engagements and time constraints.
• Effective organizational skills.

Working Environment

• Frequent performance feedback.
• Routine in-house CPE, company-paid off-site CPE, and higher education reimbursement.
• Flexibility to set your own work schedules and work remotely to balance your work and personal life.
• Casual in-office attire, which includes jeans any day of the week.
• Onsite gym and employee lounge.
• Open office concept with sit-to-stand workstations.
• Stocked break room, happy hours, and company events throughout the year.

Benefits

The Client offers highly competitive benefits to meet your needs. They advocate for preventative health and work-life balance and ensure their teams have appropriate support at the office and outside of work.

Well-Being

• Flexible work arrangements, including working remotely, so your well-being always comes first.
• Paid Time Off program.
• Time off for major holidays.
• Company-paid, long-term disability.
• Employee Assistance Program (EAP).

Health

• Medical, dental, and vision insurance (PPO and HMO).
• 100% covered health, dental, and vision insurance premiums for employees.
• Pre-tax health care reimbursement program.

Future

• 401(k) - 3% of your annual compensation contributed to your self-directed account whether you participate in our plan or not.
• Employer matching profit-sharing plan.
• Annual salary reviews.
• Regular performance reviews that focus on your self-evaluation and goal setting.
• Education and CPA license reimbursement.
• Regular technical training; CPA license hours.

Benefits List

• 401(k)
• 401(k) matching
• Dental Insurance
• Disability insurance
• Flexible schedule
• Health insurance
• Life insurance
• Paid time off
• Vision insurance
• Work from home

This Client will consider qualified applicants, including those with criminal histories, in a manner consistent with San Francisco's Fair Chance Ordinance.

Due to the COVID-19 virus caused by SARS-CoV2, this Client requires all staff to be fully vaccinated as a condition of employment. They will attempt to provide reasonable accommodations for qualified religious and medical reasons as designated under Title VII and the ADA.

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